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.
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."
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.
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.
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:
After registering the Category, the Event must be registered. Enter the name of the event then select the category and click ‘Save’. As the example shows:
After saving, it is possible to “Edit” and “Delete” the event.
If you click on “Edit” the field will be opened to change the nomenclature of the event. If it 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.
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:
After the registration of the categories and events, it is already possible to use them in the reports.
CREATING NEW REPORT
To create a report unlinked from any document, simply click on the "Reports" menu and select the 'New' option.
When clicking on ‘New’, a form will open to fill in the following information:
Slug: enter the title of the report
Date: select the report creation date
Event: select the event (for the options to appear, they must have been previously registered)
Programs: select the program (if the event belongs to a specific program. Ex: report of events in the 1st edition - technical problems, videos that were displayed, etc.).
Content: Enter report information
After filling in the information, click on “Save” to register the report or ‘Cancel’ if you want to give up creating the report. Note that all fields are mandatory. With the exception of the Program, the rest must be completed. Otherwise, the system will not allow the document to be saved.
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.
SEARCH REPORTS
As documents are created, it is possible to perform searches. Just apply the filters:
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
Origin: you can choose which report you want to filter specifically - all, guidelines, production or reports or page.
Event: displays the headline // document title
Program: filter reports by specific programs
After filling in the fields you want, just click on 'Search' and the system will display the results according to the selected filters. If you want to apply new search parameters, click on ‘Clear’
When selecting a report, some actions that can be taken will appear. Are they:
When selecting the ‘New’ option, a blank form will open to create a report from scratch, or link to any other document.
When you click on ‘View’, the document will open on the right side, with your information. As in the example below. It is also possible to 'Edit' and 'Close'.
