If you prefer your client contact to receive a single email containing a consolidated summary of all reports for all post locations, please follow these steps:
Within the client profile, select the "Report" tab, then click on the "Report Settings" tab. Next, click the blue "Report Settings" button to open a window.
The following settings are required:
Settings Configuration:
- Post Location: Leave empty to include reports for all post locations.
- Report Type: Select all applicable reports you wish to consolidate into one.
- Client Contact: Select the client contacts who should receive this consolidated report.
- Report Send:
- Set time each day: This consolidates all the reports submitted by all employees.
Note: Please keep in mind that the configured time (e.g., 0700) refers to when the report will be processed. Any reports created at or after this start time will be included within a 24-hour window and sent the next time the designated time is reached. - End of shift: This consolidates only the reports submitted by the employee during their shift.
- Immediately: This will send the report immediately once submitted.
- Set time each day: This consolidates all the reports submitted by all employees.
Special Notes:
- You can create additional "Report Settings" to specify reports that need to be sent immediately, such as an incident report with an "Assault" category and Level 1 priority.
- For Incident reports to be included and be sendable, the following must be done first:
1. Modify the Incident Report:
Begin by adding additional blocks and marking them as required within the Incident Report. To do this, navigate to the 'Master Company Settings' module, under the 'Master Control' tab click on "Report Types" Locate the Incident Report and click on the "Edit" button.
Add the "Incident Type" block, the "Incident Category" block and the "Post Location" block, and mark all three as required. Once complete, click [Save] to apply the changes.
2. Create Incident Categories:
Next, navigate to the "Incident Categories" tab and select [+ Create Incident Category]. Enter a name for the category and click [Save].
3. Create Incident Types:
Then, proceed to the "Incident Types" tab, click [+ Create Type]
Ensure that all required fields are completed accurately and appropriately.
4. Update Report Settings:
Finally, return to the Report Settings in the client profile. Delete the previously created Incident Report settings and create a new one. This time, you will need to select a category, level, and type.