How to use Leadership report in app?

CREATING REPORT :

STEP 1 : tap on the “Reports” from bottom menu, you will now visit a “Report List Page” (under reports)

STEP 2 : In the “Report List Page” you will get one filter icon on the top right navigation, by tapping on that icon, where you will get options like, FILTER,PROJECTS,DEPARTMENTS, USERS & All, open completed, archived, and on the right side corner you can see one “+” floating icon, by taping there you can create a new report.

STEP 3: After that tap on the “+” and a selection report list will open. Now select “Leadership” from the entire list, Then you can give a TITLE name (For eg. I have given a Title called “Trial”), now you can also select a “PROJECT NAME” which is the third button. Then finally tap on the “CREATE” button to create this report.

STEP 4: On the Leadership report dashboard, where you can see on the top right all options.

STEP 5 : To add your collaborator under this report, you can tap on the second option on the top right option which is “COLLABORATORS”, From there you can add as well as remove collaborators.

STEP 6 : Now you can see SELECT DEPARTMENT and another one is NEW DEPARTMENT, From SELECT DEPARTMENT you can select default departments from the dropdown and in NEW DEPARTMENT you can add your custom departments.

STEP 7 : For example I am adding two departments here i.e CONTINUOUS IMPROVEMENT PROJECT and EMPLOYEE/STAFF MEETINGS. So you can see two new window opened above these options, there you can see one option called ADD NEW, tap on ADD NEW to open modal where one option is there called SELECT CATEGORY from here you can select category from the drop down, For eg. here under “Continuous Improvement Project” I have added a category called COMMUNICATIONS, now under this category you can add custom statements or select from the default statements.

STEP 8: Same as CONTINUOUS IMPROVEMENT PROJECT I am selecting category and custom defaults to the second category which is EMPLOYEE/STAFF MEETINGS.

STEP 11: Now for both selected department CONTINUOUS IMPROVEMENT PROJECT and EMPLOYEE/STAFF MEETINGS you can see one user logo on the right. tap on the user logo one modal will open, from there you can select from the first option which you can select only from the existing collaborators, on the second option where you can see ENTER USER NAMES ( Seperated with “,”) there you can mention the username which will be seperated with “,”.

STEP 12: now you can come down to the page you will get some HIGHLIGHTS REPORT for e.g you can see six grids over there (ACCOMPLISHMENT & SIGNIFICANT EVENTS, Improvement PDCAs, SPECIAL RECOGNITION, UPCOMING ISSUES AND EVENTS, RESOURCE & SUPPORT NEEDS and ACTION ITEMS

STEP 13: Now you can see the first option ACCOMPLISHMENTS & SIGNIFICANT EVENTS beside that you can see one info logo, when you are tapping on that info logo you will get an idea about it. For each and every highlights you will get the info.

STEP 14: Now you can tap on accomplishment and significant events, then one modal will open where you can write your notes and ADD IMAGE, then SAVE it

STEP 15: like accomplishment and significant events you can tap on Improvement PDCA then WRITE YOUR NOTES and UPLOAD IMAGE and then SAVE it

STEP 16: Now in this step you can create an Action Item by tapping on ACTION ITEM/NOTE Option under Action item

STEP 17: now after tapping on ACTION ITEM list icon one new Action Item list page will open, where you can create new action item by tapping on the “+” floating icon on the bottom right.

STEP 18: Now when you taped on the “+” floating icon, one new modal will open where you can see multiple options.

STEP 19: Now here you can Enter title, Enter description and add attachments (photos or videos) , for eg. here I am entering title as “TRIAL”, Description as “Management work”, and adding one attachment.

STEP 20: while you are creating notes, it will not be visible on the action item board. Here you can select report, select assignee and create the notes.

STEP 21: at the time of creating the action item, you can set a due date, you can add action item status ( there are three action item status TO DO, IN PROGRESS, IN REVIEW), Select report, add assignee and then tap on CREATE.

STEP 22: now after creating the action item you can go to action item option from top right navigation there you can see the existing action item which you have created.

COMPLETE THE REPORT :

STEP 23: And finally to complete the report you can go to the upper right navigation and select “MARK THIS REPORT AS COMPLETE” from action to complete this report and you will get an award for the report.

Knowledge Base