This article covers Report Workflows, which allow you to automatically generate reports from completed inspections, and control the report type and report presets.
Report Options
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If enabled for your business, Administrators and Process Managers have access to an Edit Report Workflow button
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This can be found in the menu box on the right when you open a Template in Happy Manage
- Please note: Report Workflows will be copied along with any templates that are copied
Report Workflow Tab
- The Report Workflow Tab has five customizable settings:
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Enable Automated Workflow: Instead of incomplete inspections displaying the Create Report icon (iOS) or the Add Report option (Android), incomplete inspections will only display the Complete Inspection icon when this is enabled.
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Automatically Generate Report: When enabled, a report will automatically be created, when Complete Inspection is chosen using the defined Report Type and corresponding defined Preset from the Report Presets tab.
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If no Report Type is set, you will be prompted.
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If no Preset is set, it will fall back to the most recently used Preset that was used for that Report Type.
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If this is disabled while Enable Automated Workflow is enabled, no report will be generated when the Complete Inspection action is chosen.
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This setting will be disabled if Enable Automated Workflow is disabled.
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Preview Report Before Completion (Mobile Only): When enabled and Complete Inspection is chosen, you will be directed to the Report Preview screen instead of having the report automatically created.
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This will allow you to preview the report, where you can then sign, send or complete the report.
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This setting will be disabled if Generate Inspection Report or Enable Automated Workflow is disabled.
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Require Signature (Guest Inspection Only): When enabled, this will require guest inspectors or residents that are sent an inspection to add a signature before completing the report.
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Report Style: This allows you to set a Report Type that will be used when generating a report automatically.
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You may choose No Default to allow the inspector to decide which type to use.
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This setting will be disabled if Generate Inspection Report is disabled.
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