The Team Member report enables you to report on various team member activities such as procedure acceptances, checklists, and attached files.
Note: this report will need to be switched on in your account, please contact support@waywedo.com to request this.
Creating a Team Member Report
To create a Team Member report, select Reports, choose Team Member Report, then select + Add New
The Create Report form will open, items marked with an asterisk* are mandatory.
Title: give your report a name
Description: provide a helpful description for what this report contains
Team Members: add specific team to the report by searching their name
Company Roles: add entire roles to the report by searching the role title
Note: Team Members and Company Roles are not marked as mandatory, however, you will not be able to save the report until at least one of these fields is completed
You next need to add Sections to the report. This is how you build what content the report will display.
Select +Add New to create the section.
Click Untitled Section and give your section a name that describes what it's reporting.
Use the Type dropdown to choose what content you're reporting on. There's four options to choose from:
Checklist: report on the completion rates for specific checklist(s)
Decision Point: see what choices were made on decision points within a checklist
File: see the files that have been uploaded to specific steps in checklist instances
Acceptance: report on the acceptance of policies and procedures
You can create a Team Member report with multiple sections, enabling you to report on all four of these options at once.
Creating the Checklist report
When you add a Checklist section you'll choose the specific checklists you want to report on.
In the Checklists field begin typing the name of a checklist then choose it from the predictive results.
You can add multiple checklists within this one section. Select OK, to save the section.
Creating the Decision Point report
When creating a Decision Point report, you'll add the specific Decision Point(s) one at a time.
Click +Add New
A sub-section will open. The subsection heading will populate automatically based on the Checklist you select.
In the Checklists field begin typing the name of a checklist then choose it from the predictive results.
The report builder will then identify the Decision Points found within the checklist. The first Decision Point will auto-populate and show the conditions available. Use the dropdown to select a different Decision Point
You can color-code the Conditions so they stand out on the report. Select the paint palette icon.
A color selection pop up will appear. You can choose from the pre-determined colors or enter in the HEX Code for a specific color.
The Condition will update to show the selected color. Select OK, to save the sub-section
Creating the File report
After choosing File as the report type, select +Add New
Click where it says Untitled File and give your sub-section a name that describes what it's reporting.
In the Checklists field begin typing the name of a checklist then choose it from the predictive results.
Use the dropdown to select the Step you'd like to display uploads for. Select OK to save the sub-section.
Creating the Acceptance report
There's two ways to choose items to report on when using the Acceptance report, by specific procedures or all procedures in a label.
To report on specific procedures, in the Procedures field begin typing the name of a procedure that has Acceptance on it, then choose it from the predictive results.
To report on all procedures with Acceptance found within specific labels, in the Labels field begin typing the name of a label then choose it from the predictive results.
Select OK, to save the section.
Saving and viewing the Team Member report
Once you've added the required sections to your report, select Save Report.
You'll be redirected back to the Team Member report homepage. Your newly created report will show in the table.
Select to view the report.
Once in the report, you'll choose which of the included team members to view. Click the magnifying glass to search for a specific employee.
For each team member, it will show results based on the sections you created and formatted when building the report.
There is two views for the report:
Current: shows the current results for the section, for example the most recent checklist instance, current Acceptances required
Full: toggle to Full to see the entire history of the items selected
When you're on Full, you will then be able to use the date range field to adjust the report for a specific time period.
Reading the Checklist section
On Current view, the Checklist report shows you the most recent instance of the checklists selected.
On Full view, it shows you all instances.
Clicking the Status link will take you to the instance record. Click the Checklist link to visit the master checklist.
A color indicator differentiates between complete, in progress, and abandoned checklists.
Reading the Decision Point section
On Current view, the Decision Point report shows you the most recent instance of the checklists and conditions selected.
On Full view, it shows you all instances.
Click the Checklist link to visit the master checklist, click the Decision Point link to visit the checklist instance.
The color indicator will show based on the colors you formatted when building the report.
Reading the Link section
On Current view, the Link report shows you the most recent upload of a file to the relevant checklist steps.
On Full view, it shows you all uploads.
Click the File link to download a copy, Uploaded by will take you to the checklist instance, click the Checklist link to visit the master checklist.
Reading the Acceptance section
On Current view, the Acceptance report shows you the most recent procedure that requires acceptance and what status it is in.
On Full view, it shows you all Acceptances and their status.
Click the Procedure link to visit the procedure.
Editing or Deleting an existing Team Member report
You can edit existing reports to either change what it reports on or to add or remove sections.
On the Team Member report page, select Edit. This opens the report builder. From here, use the Edit, OK, and Delete buttons to amend sections and sub-sections as required.
Click Save Report, to ensure all amendments are saved.
If you no longer require a report that you've built, select Remove to permanently delete it from your list of Team Member reports.
