ARTICLE: Duty Report - Basic Overview
The Reach platform provides the Duty Report function so that individual schools can customise templates and categories for reporting, based on their specific requirements. Examples may include; End of Shift Report for Staff, Student Study Hall Report, or a Maintenance Report. Creating templates and categories is easy, which can also be edited or deleted at anytime as required. To submit a Duty Report is a simple matter of adding content to a pre-formatted template and determining who the report should be shared with upon submission. This document is a brief overview of Duty Reports while providing links to all other relevant information within the Knowledge Base (at time of writing).
System Setup
The first step of access control is via Infinity settings in System Configurations, to manage entire group Roles.
Secondly, permissions for individual control can be managed via the personal profiles Permissions Tab.
The listed control items are a tick on/off to manage the access required.
Next is to setup the categories for your new Duty Report templates to operate within, then create as many templates as required.
Create and Submit Reports
How to create a Duty Reports is next, and with the templates already setup, the process is quick.
Default Template and Email Addresses
An unlimited number of report templates can be created, however, one template is generally used more than others. A default can be set via System Configuration so as to appear first when creating a report, this can easily be changed by the drop-down templates menu. System Configuration also provides the option to set default email addresses, this way the maintenance report can be sent directly to the grounds person and the nurse report can be sent to the nurse directly upon report submission.
Reporting - View and Export Data
Historical data is very important for student life management and reporting your duty reports is part of reporting.
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ARTICLE: Duty Report Templates
Duty Report Templates allow customization to display different Report Categories, these are based on the Duty Report type that is required. Examples may include; End of Shift Report for Staff, Student Study Hall Report, or Maintenance Report. To get ...
ARTICLE: How to set Default email addresses for Duty Reports
Duty Reports and Default Emails Any number of categories can be created and customised by your school, so as to create as many duty report templates as required. Within each category, one or more default email addresses can be added. Any email ...
ARTICLE: Reach Reporting - Overview
Information is recorded from many areas across the Reach platform, while providing functions and features to easily report the historical data. This allows individual schools to collate, view, share and export reporting data, based on their specific ...
ARTICLE: How To Create Duty Report Categories
Skip to end of metadata Creating or managing Duty Report Categories is restricted to users that have access to the System Configuration section of Reach. Access is via System Configuration >> Duty Report Categories Creating Duty Report Categories or ...
ARTICLE: Staff - Basic Overview
This section of Reach is your quick access point to Staff tasks, with Duty Reports, the Staff Kiosk and Staff Rosters. Main Menu >> Staff Roster Management This Roster section provides a simple display with easy functionality to create staff shifts, ...