👤 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
Setting reporting periods/schedules ensures consistent and accurate reporting for each period.
There are two ways to define reporting periods:
Form Template Periods
Offers the most flexibility (annual, quarterly, monthly, weekly, etc.).
Applies only to the specific form template where it is configured.
Optional for administrators.
Annual Reporting Start Month
Sets the platform-wide reporting cadence for 12-month periods.
Mandatory for all applications.
Defaults to January.
Priority logic:
Form Template periods override the Annual Reporting Start Month.
If no Form Template period is configured, the system automatically uses the Annual Reporting Start Month.
🛠️ Prerequisites
You must be a platform administrator on a Standalone application.
Customers using a consortium platform cannot edit these settings. Please contact the Support Team or your Customer Success Manager if you have questions.
📝 Step-by-Step Guide
📌 Option 1: Within the Form Template > Period settings
Go to the Forms Module and open the Form Templates tab.
Select the template linked to your Modern Slavery Dashboard. Names may vary (for example, Supplier Onboarding Questionnaire or Responsible Sourcing Questionnaire).If you are unsure which template is linked, contact the Support Team or your Customer Success Manager.
2. Click on the Settings (⚙️) button
3. In the pop up modal, locate the Form Periods section.
Period/Schedule | Use this dropdown to choose how often forms are created. Annual is recommended, although monthly or weekly may be suitable in some cases. If unsure, please contact Support.
Available options:
|
Past period options limit | This number field controls how many past periods are available when creating forms. Leave blank for no limit. |
Future period options limit | This number field controls how many future periods users can select. Most customers should set this to 0 to prevent forms from being created in future periods. |
Auto-renew | Toggle this on to automatically duplicate forms into the next period when the previous period ends. |
4. Once you've applied all your changes, click on the Save button.
5. Your settings are now saved.
📌 Option 2: Within the Settings Module > Annual Reporting Start Month
Navigate to the Settings Module and open the Options tab.
2. Under the General tab, select the Annual Reporting Start Month dropdown.
3. Choose the month your annual reporting should begin (for example, January or February).
4. Click Save to apply the change.
5. Your settings are now saved.
✋ 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.