As a team member, you have access to two useful reports. One that details your Acceptance history and the other which details what Reminders & Schedules are set up.
To access these, select Reports from the top navigation.
Once you're on the Reports landing page, you can see the three reports there for you to access.
Checklist Instance Report
The Checklist Instance Report allows you to view a summary of all checklists that you've been a collaborator on.
This report enable you to view, download and print a full instance report for each Activated Checklist Instance, as well as exporting the activity data in a CSV file.
Navigate to the Reports section of your Way We Do manual by clicking Reports in the top navigation menu
Then click Checklist Instance Report on the top left
The Activated Checklists list shows the titles of each checklist in your manual, and the number of instances you have for each checklist..
You can search for the Activated Checklist you would like to see an Instance Report for by clicking the search icon in the top right corner. Clicking the title of the checklist will take you directly to the checklist in your manual. Click the Instances number next to any title to see the instances list for that checklist.
Generate a Checklist Instance PDF Report
This list shows each Activated Checklist Instance, and includes the date and time the checklist was activated, the name of the person who activated the checklist, and the title that was given to the instance.
To generate a PDF report of the instance, select one or more instances by using the checkboxes. Click the Create Report button to generate the PDF file and enter a Report Title.
Each report that is generated can be downloaded by clicking the Download button for that report.
The report screen shows every action that was performed in the Activated Checklist Instance. The report header shows the title of the instance, the collaborators that participated in the process, who started the process, who completed it, the supervisor sign-off received, and the total duration time. If a due date, delay, or event was included then details of this are captured in the Estimated and Variance fields in the table.
It also includes activity data for each step of the process, along with the name of the person who completed it, time and date stamp for each, comments and photos that were added. If the step had a due date, delay, or event on it, details of this are captured in the Estimated and Variance fields in the table. Any changes to due dates & times are detailed under Activity.
NOTE: File attachments added to steps in Activated Checklists will not be printed as part of the report. The attachment titles will be included, but attached files must be opened, viewed and printed individually.
Export the Checklist Instance Activity as a CSV File
In addition to generating PDF reports, the Checklist Instance activity data can be downloaded as a CSV file by clicking on the Instance Title.
The Activity list is displayed and shows data for each activity and action taken in the process. To download this data, click on the CSV button and file will be generated.
Quiz Report
The quiz report provides a summary of quiz completions your results
Select Reports from the top navigation menu
Select Quiz Report
Search for, or scroll to, the quiz you want to view responses for
Select the number in the Responses column
You'll then see line items in the report for each version of the quiz. We snapshot responses in this report based on versions as questions may change over time
Click on the number in the Responses column again to see the responses per version
Quizzes with Pass / Fail Results
Some quizzes will be created with a clear pass / fail result. When viewing a report on a quiz that has a pass / fail score you will see where you got questions correct or incorrect.
In addition, there's an Overall row at the top, which shows your overall score for the quiz, and per question.
Quizzes with Resit Until Pass activated
Some quizzes will be created where you can resit the quiz until a passmark is achieved. When this is the case you'll see your results as well as the number of attempts made.
Timed Out Quiz Attempts
If a quiz times out while you're attempting it, the response is recorded as Incomplete and any unanswered questions marked as incorrect.
Partial score
When there is a question that has Partial Scoring enabled it's possible to achieve some, but not all, of the points. When a response has only some of the answers for a question correct, a circle icon will display in place of a tick or cross.
Acceptance Report
The Acceptance report will list all items you're required to provide your acknowledgement for. It also lists if you're outstanding on your Acceptance or have completed it - if completed, it will show you the last accepted date.
Select History on any you have accepted to see a list of when you accepted the item (if it's a repeat acceptance or acceptance is required after a change you may see more than one).
Select Download to view a PDF of the version you accepted.
At the bottom of each page is a footer with your acceptance details.
Automations & Reminders Report
The Automations & Reminders report provides oversight of which content has either a Automation or a Reminder set up on them. This report is a perfect way for you to determine which items you may hold responsibility for.
The report has two tabs for you to toggle between allowing you to view either the Automations list or the Reminders list.
Automations
Automations are created to automatically run a checklist and invite the relevant people, on a given frequency. The Automations tab will list all Automations set up in your Way We Do account.
Use the Responsibility column to see if your name or role is assigned. Frequency will let you know how often this checklist will run for you. Click the Procedure title to view the master checklist.
Reminders
Reminders work as a notification that there's an action you need to take. The Reminders tab will summarize all Reminders set up in your Way We Do account.
Use the Responsibility column to see if your role is assigned. Frequency will let you know how often you'll be notified of this activity. Click the Procedure title to view the relevant item.
