ARTICLE: How To Create Duty Report Categories

ARTICLE: How To Create Duty Report Categories

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 Sections

You can create an unlimited number of categories or reporting sections for your Duty Reports. In addition, Reach gives you the ability to isolate any individual section and share it with a designated person or group of people (ie: they see only that section of the report).




Label

Label is the name of the section or category in your report.

Order in Report

Order in Report is the sequence of the section or category in your report

Help text

Help Text is the text placeholder that users will see in your report explaining what you would like them to enter in the section or category.

Email

Email is the address that you would like to share the individual section with whenever the report is submitted.  If provided, this email address will be sent only this section of every Duty Report  submitted. 






Isolate a Section Example


Using the Email setting allows you to route maintainence issues to maintainence staff, medical issues to medical staff, etc.






    • Related Articles

    • ARTICLE: Staff Duty Reports

      Go to: Staff >> Submit Duty Report Submitting Duty Reports is a simple matter of adding content to the pre-formatted report categories and determining who the report should be shared with. Unlimited Duty Report Categories An unlimited number of Duty ...
    • GUIDE: Configure Duty Report Categories Settings

    • ARTICLE: Create Pastoral Report

      Find it:  Pastoral Management > Create Pastoral Report Clicking on the Create Pastoral Report option will open a new Pastoral Report form for you to complete.  This form allows you to create a pastoral note involving one or more students in both ...
    • ARTICLE: Configuring Rollcall Categories

      Rollcall Categories allow you to report common rollcall events into a single collection or reporting group.  System Configuration > Rollcall Categories You can create an unlimited number of Rollcall Categories, either Standard, Live, AM/PM ...
    • ARTICLE: System Configuration Transport / Voyage

      System Configuration for Transport and Voyage  Leave Transport Types are the methods used for students to depart and return to campus in their leave requests. There are two (2) ways to manage Transport Type selections in Leave Requests: 1. Standard ...