Automations and Reminders are really useful criteria to set up on policies, procedures, and Quizzes in Way We Do. The following article details how you can run a report to track the Automations and Reminders that are set up in your account.
Click on Reports in the top right of your screen
Select Automations and Reminders Report
Checklist and Quiz Automations Report
The Automations Report allows you to view all of the Automations that have been created on Activated Checklists or Quizzes.
This is a useful report if you need to review and refine any checklists or quizzes which are automatically created via the Automations criteria.
The information contained on the Checklist report is:
Instance Title: the name that the Automation has been set up with
Collaborators: the role(s) or team member(s) who have been assigned to the Automation
Summary: the type of Automation created and any relevant details
Checklist: the name of the Master Checklist that the Automation is created on
Note: if there are no Checklist Automations created in your account, it will display "No automations found"
You can search the Checklist Automation report using the Search toggle. You're able to search on content in the Instance Title, Checklist Title, Collaborators, and/or Collaborator Roles
The information contained on the Quiz report is:
Automation Title: the name that the Automation has been set up with
Participants: the team member(s) who have been assigned to the Automation
Summary: the type of Automation created and any relevant details
Quiz: the name of the Master Quiz that the Automation is created on
Note: if there are no Quiz Automation created in your account, it will display "No automations found"
You can search the Quiz Automation report using the Search toggle. You're able to search on content in the Automation Title, Quiz Title, Participants, and/or Participant Roles
Reminders Reports
The information contained on the Reminders report is:
Reminder: the name of the reminder
Summary: 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 Search toggle. You're able to search on content in the Reminder, Responsibility, Summary, and Procedure columns
