Managing Standard Report Templates

1. Creating a Standard Report Template

1. Go to Dashboard > [Report].
2. Select the standard report box where you want to add a template.
3. Click the [Add template] button.

2. Entering Template Information

General settings

Basic info

Template name (Required)
Enter a name for the template.

• You can enter up to 50 characters. The name must be different from other templates in the same report box.

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Writing guide (Optional)
Enter guidance that members can refer to when writing a report.

• You can enter up to 500 characters.
• Use the editing tools to format the guide however you like.

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Report creation rules

Report creation basis
Choose whether reports are created by member or by workplace.

• Create reports by member: Select this when each member needs to write their own report.
• Create reports by workplace: Select this when reports are written for each workplace. You can choose all workplaces in the company or specific workplaces.

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Created by
Set which members will write reports using this template.
You can choose from all members in the company, specific groups and job titles/positions, or specific members.

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Required submission date
If a report needs to be written on a recurring basis, set a required submission date.

• You can choose a recurrence of daily, specific days of the week, or specific dates.
• Once a required submission date is set, the report appears on the [Today's Task] screen of the employees set as authors.
• If an employee clocks out without writing that day's report, a warning message can be shown to remind them to complete it.

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Submission rules

Submission location
Set where reports can be submitted from.

• Anywhere: Reports can be submitted from any location, regardless of the assigned workplace.
• Workplace only: Reports can only be submitted from registered workplaces.

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Title required
Require a title to be entered when writing a report.

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Submission deadline
Once the submission deadline passes, the template is automatically deactivated and can no longer be used to write reports.

• Reports that have already been written will not be deleted.

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Set recipients

Fixed recipients
Set who can view submitted reports.

• Fixed recipients can also add, edit, and delete report statuses.

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Report submission notifications · Notification recipients
Choose whether to send a notification each time a report is submitted, and who should receive it.
App push notifications are sent by default, and you can also enable email notifications.

• Members set as notification recipients are automatically included as fixed recipients.

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Additional settings

Set the statuses, colors, and icons used for reports.

• Statuses are used to categorize submitted reports by purpose. You can create up to 10 statuses.

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Report Item

Use sections to organize report fields, and enter the type, title, and description for each question.
Add the items you need using the [Question], [Title], and [Section] buttons at the bottom of the screen.

• Question: Select a field type and enter the question's title and description.
• Title: Enter a title and description for the item, and attach photos or documents if needed.
• Section: Enter a section name and description to divide the report fields.

You can set whether each question is [Must answer], drag and drop to reorder questions, and copy or add questions.

💡 You can choose from 17 question types, including Single text, Multiple choice, Checklist, Member, Signature, Date/Period, and Photo.

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Convenience features

Save draft
Fill in the template in advance, save it as a draft, and activate it later when you're ready to use it.

• You can save a draft even if not all required fields are filled in.

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Load existing template
Load the settings and report fields of a template you've used before, then edit them as needed.
If the new template is similar to a previous one, use this feature to create it quickly.

• Admins can load templates from all report boxes. Leaders assigned as report box operators can load templates only from the report boxes they operate.
• When you load an approval report template, everything except the approval line is loaded.

⚠️ Loading a template will replace everything you've entered so far with the loaded template's content.

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Preview
Before adding the template, preview the screen members will see when writing a report.

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3. Editing a Standard Report Template

You can edit not only a report template's basic and additional information but also its report fields.

1. Go to Dashboard > Report and select the standard report box that contains the template you want to edit.
2. In the [Template] tab, select the template you want to edit to open its details.
3. Click the More [⁝] button in the upper-right corner > [Edit].
4. Add or delete items or change the details as needed, then click the [Save] button.

💡 Editing a template does not change or delete reports that have already been written. The updated template is used for reports written after you save your changes.

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4. Deleting a Standard Report Template

You can delete templates you no longer use.

1. Go to Dashboard > Report and select the standard report box that contains the template you want to delete.
2. In the [Template] tab, select the template you want to delete.
3. Click the [Delete] button at the bottom of the screen.

⚠️ Deleting a template also deletes all existing reports written with it. If you need to keep those reports, deactivate the template instead of deleting it.

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