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. Multiple email addresses can be included to receive notification for a Duty Report Category but must be separated by a comma in the email field.






Isolate a Section Example


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






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