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Change the content in the dropdown menu for quick reports
- When logged in you can control parts of the content to be shown in app and case handling system
- It is only the system administrator who has this access right
- The first screen you will see is “Status Quo”. This shows the status for the company on essential parts of HSE- and QA reporting.
- This depends on your access rights in the system. If you have “less” rights, you will only see a button for registering a new report or only the table overview of all reports
- On the left-hand side of the screen you will see the main menu – click on “HSEQ Editor”
- You will now enter the main screen of the editor that shows the overview of all quick reports and checklists available. Further, the menu for controlling auto-email and users is shown.
- Via the action buttons, you can either look at general information (See) about reports or control the content in pull-down menus (Field). Press “Field” and you access the place where you decide what existing values shall be available in the different pull-down menus in the different reports.
- In the field control screen, you get an overview of all fields in the different quick reports. Note: not all reports have fields/values. If you click on “Custom” next to a pull-down menu you can remove or add available values (how these are created is described later).
- If you click the tick-box in front of an alternative you make the rule that decide whether this value is to be shown in the chosen field or not. Press “Save” at the bottom of the screen to confirm the change, if any.
- If you click on “Field control” in the left menu, you enter the area where you can see and control all the details about the different fields. You cannot add or delete fields, but you can for example create new values. Click on “Edit” to enter edit mode.
- On the top of the screen you can change the name of the actual field. You edit it by clicking on it and writing a new name. You can also change the type of field, but note that changing the type will of course impact the whole setup of the report and you can easily “destroy” this and cause everything to be re-built. You cannot delete or add fields.
- Scrolling down leads you to the choice alternatives in for example a pull-down menu. You can add new alternatives by clicking on the button for this (is added at the bottom), or you can change the existing. In “Order” you can decide where the alternative will be shown in the report itself. You can also delete the alternative by pressing the “minus-button” to the right of the word “Choice”.
- At the bottom you can decide if the fields are a search-field, if it is searchable with several alternatives at the same time, if it is visible in the table and/or in the graphic-module and if it should be a mandatory field to complete or not. The first four alternatives are applicable only if there is a database connection. Press “Save” or “Cancel” depending on what you want when you are done. The change, if any, is shown immediately in app and in database.
