In the "Reports" menu, reports will be displayed that have been recorded in the documents: guidelines, reports and reports, or you can create independent reports that are not linked to any document. In the left corner, you can apply filters to find a specific document.
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CREATING CATEGORIES AND EVENTS
When creating a report, it is mandatory to fill in the “Category and the Event”. Therefore, it is important that they are previously registered. The first step is to click on "More"> "Categories and Events."
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Then, a window will open to create categories and events.
The first step is to register the Categories. Inside it, it will be possible to add the events. Fill in the “Name” field and then click save.
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After saving, it is possible to “Edit” and “Delete” the category.
If you click on “Edit” the field will be opened to change the category nomenclature. If the category has been used in any document, it is necessary to reindex the database (consult the IT team), so that the nomenclature is updated in all documents.
If you select the “Delete” option, the system will display the message “Are you sure?” Click ‘Yes’ if you want to delete the category and ‘No’ if you want to give up the action.
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If the category is linked to documents (guidelines, reports or reports), it will not be possible to exclude it. And the following message will appear: