👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ✅
Application User ❌
🔍 Purpose
This guide provides step-by-step instructions on how to create a Form Actions Report. It covers selecting a form template, choosing groups and action status, setting a time frame, saving and scheduling the report, exporting data, and deleting a saved report.
This report allows users to retrieve data relating to Continuous Improvement Pathways (CIPs) actions and recommendations assigned to suppliers following the completion of their SAQ.
🛠️ Prerequisites
Users must ensure that they have completed following listed actions:
Created a form template How to Create a New Form Template
Set up Groups to segment your supplier data Groups Module
Invited suppliers to complete their assessment Creating Multiple Organisations using the Bulk Upload Process
Continuous Improvement Pathways
📝 Step-by-Step Guide
(a) How to Create a Form Actions Report
1. Click on the Navigation menu.
2. Click on Reports module.
3. Click on Form Actions Report tab.
4. Select a Form Template from the drop down list. We have selected Modern Slavery Self-Assessment template in this training guide.
5. Click the "Select group" field and choose the groups you are creating the report for.
6. Click on Action Status field to view the list of actions. Select from the available options.
7. You have the option depending on your requirement to toggle on "Include Archived Organisation Forms". This will include results of forms belonging to archived organisation.
8. Click on Forms Created field and select the relevant time frame.
9. A list of all Open, Pending, Archived, and Complete Actions will appear on the page.
(b) How to Save & Schedule a Forms Action Report
1. To save this report, click on the Save + Edit Report.
2. Enter the name of the report in the Title field.
3. Click the Owner Type field and select Organisation; this will allow other members of your organisation to access the templates.
4. Enter the name of your organisation in the Owner field (please note that Acme Co is entered as an example only).
5. To schedule this report to be emailed to you at your preferred frequency, toggle on the "Schedule Report" option. Then, select the desired Quantity and Period for the report delivery.
Quantity refers to the number of reports per selected period.
Period can be set to Day, Week, Month, or Year.
6. Select a start date from the pop up calendar
7. Enter the email address(es) of the intended recipient(s) separated by comma.
8. Click Save.
(c) How to Export data from a Forms Action Report
1. To export this report at any point in time, click the Export Report button. The report will be sent to your nominated email address.
Please note that depending on the amount of data contained in a report, the application may take some time to collate this data and trigger an email.
(d) How to Delete a Saved Forms Action Report
1. To delete a report, click on the bin icon.
The report will be deleted permanently.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.