Automations and Reminders are really useful criteria to set up on policies and procedures in Way We Do. The following article details how you can run a report to track the Schedule and Reminders that are set up in your account.
Automations Report
The Automations Report allows you to view all of the Automations that have been created on Activated Checklists.
This is a useful report if you need to review and refine any checklist instances which are automatically created via the Automations criteria.
Click on Reports in the top right of your screen
Select Automations and Reminders
The Automations and Reminders Report will display
The information contained on the Automations report is:
Instance Title: the name that the Automation has been set up with
Responsibility: the role(s) or team member(s) who have been assigned to the Automation
Summary: the type of Automation created and any relevant details
Procedure: the name of the Master Checklist that the Automation is created on - this is a link; click to go directly to the procedure
Note: if there are no Automation created in your account, it will display "No automations found"
You can search the report using the magnifying glass. You're able to search on content in the Instance Title, Responsibility, and Procedure columns
Toggle quickly between the Automation report and the Reminders report using the buttons on the top right
Reminders Reports
You can view and track all of the Reminders that have been set for the policies and procedures in your company manual by opening the Reminders report in the Reports section of the manual.
Click on Reports on the top right of your screen
Select Schedules and Reminders from the list
The information contained on the Reminders report is:
Reminder: the name of the reminder
Responsibility: the roles that have been assigned to complete the reminder
Frequency: this refers to how often the reminder should be completed
Procedure: click on the name to go directly to the procedure
Note: If there are no reminders created for your company, the task report will say: "No reminders found"
You can search the report using the magnifying glass. You're able to search on content in the Reminder, Responsibility, and Procedure columns
