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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After the registration of the categories and events, it is already possible to use them in the reports.
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CREATING NEW REPORT
To create a report unlinked from any document, simply click on the "Reports" menu and select the 'New' option.
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As mentioned at the beginning of this section, in addition to creating new reports, the main grid also displays the reports that were recorded in the documents: agendas, reports and reports.
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SEARCH REPORTS
As documents are created, it is possible to perform searches. Just apply the filters:
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Start / End Date: in this option, it is possible to select the search period
Content: you can search for a report by content. In this scenario, you can choose the following options:
Approximation: the search will show results that have approximate terms with the informed (s). They are considered masculine, feminine, singular, plural, diminutive, augmentative and similar word sequence.
It must contain all the terms: the search will bring up all the results that have all the terms informed in their texts, regardless of the order they were inserted.
It must contain the phrase: the search will display only the results that have the phrase, exactly obeying the order in which the terms were inserted
It must contain some of the terms: the search will bring up any result that contains at least one of the terms informed
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Under ‘Versions’ you can view all changes that have been made to the report. Note that the date, time, name and IP address of the user who performed the action are displayed at the top. The document indicates in red what has been erased and in green what has been included.
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To learn about other system features, access other sections available on this platform.
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