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Create a Custom Report

Module How Tos Reports Module How Tos (Primary Suite)

To create a custom report, go to the Custom Reports Tab on the Manage Reports Page of the Reports...

Updated 3 months ago by Mitzi Orkus

Copy A Report

Module How Tos Reports Module How Tos (Primary Suite)

System Reports cannot be copied. To copy a report, go to the Custom Reports Tab of the Manage Rep...

Updated 3 months ago by Mitzi Orkus

Assign Permissions to a Custom Report

Module How Tos Reports Module How Tos (Primary Suite)

To assign permissions to a custom report, go to the Custom Reports Tab on the Manage Reports Page...

Updated 3 months ago by Mitzi Orkus

Manage Reports Page: Custom Reports Tab

Reports Module Reports: Module Pages

The Manage Reports Page is where individuals with a Reports Module Admin or Manager Module Level ...

Updated 3 months ago by Mitzi Orkus

Edit a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To edit a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the spec...

Updated 3 months ago by Mitzi Orkus

Create a New Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To create a new dispatch, go to the Dispatch Module Home Page. Click the “New Dispatch” button, ...

Updated 3 months ago by Mitzi Orkus

Dispatch Module How Tos

Module How Tos Dispatch Module How Tos (Specialized Su...

How To: Access a Dispatch Log How To: Access a Dispatch QR Code How To: Add a Waypoint to an Iti...

Updated 3 months ago by Mitzi Orkus

Add Actions to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To add actions to a dispatch, the action group template being linked to the dispatch must already...

Updated 3 months ago by Mitzi Orkus

Change the Dispatch Status

Module How Tos Dispatch Module How Tos (Specialized Su...

To change the dispatch status, go to the Dispatch Module Home Page and click the title or dispatc...

Updated 3 months ago by Mitzi Orkus

Create a Footer for a Dispatch Distribution List

Module How Tos Dispatch Module How Tos (Specialized Su...

To create a footer for the dispatch distribution list, go to the Dispatch Module Home Page and cl...

Updated 3 months ago by Mitzi Orkus

Edit an Action Group Status

Module How Tos Actions Module How Tos (Essentials Suite)

Action groups are manually assigned a group status that can be manually edited as needed for the ...

Updated 3 months ago by Mitzi Orkus

Edit An Action Group

Module How Tos Actions Module How Tos (Essentials Suite)

To edit a specific action group, you can click the edit icon next to the group's title on the Act...

Updated 3 months ago by Mitzi Orkus

Delete an Action Group

Module How Tos Actions Module How Tos (Essentials Suite)

To delete an action group, select the Groups Page on the Main Menu, opening the Manage Action Gro...

Updated 3 months ago by Mitzi Orkus

Delete an Action Comment

Module How Tos Actions Module How Tos (Essentials Suite)

To delete a comment associated with an action­, go to the Actions Home Page. If filtering by use...

Updated 3 months ago by Mitzi Orkus

Create New Module Levels (Actions Module)

Module How Tos Actions Module How Tos (Essentials Suite)

Select the Module Levels Tab on the Settings Page in the Action Module. Select the “New Module L...

Updated 3 months ago by Mitzi Orkus

Archive an Action Group

Module How Tos Actions Module How Tos (Essentials Suite)

To archive an action group, click the edit icon next to the group's title on the Actions Home Pag...

Updated 3 months ago by Mitzi Orkus

Add A Budget Alert for an Action Group

Module How Tos Actions Module How Tos (Essentials Suite)

To add a budget alert for an action group, edit the group from the Groups Page, or go to the Acti...

Updated 3 months ago by Mitzi Orkus

Actions Groups Page

Actions Module Actions: Module Pages

Action Groups can be defined as the overarching goal/event/task that is brought to fruition throu...

Updated 3 months ago by Mitzi Orkus

Generate a Time On Site Summary Report

Module How Tos Attendance Module How Tos (Specialized ...

To generate a time on site summary report, open the Attendance Module Home Page from the Main Men...

Updated 3 months ago by Mitzi Orkus

Enable the Display Page

Module How Tos Attendance Module How Tos (Specialized ...

To enable the Display Page for an attendance log, open the attendance log you wish to enable the ...

Updated 3 months ago by Mitzi Orkus