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Setup MOC Auto Reports The MOC Auto Reports provides a method to notify people about the status of MOCs. In some jurisdictions, this step is required.

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Presentation on theme: "Setup MOC Auto Reports The MOC Auto Reports provides a method to notify people about the status of MOCs. In some jurisdictions, this step is required."— Presentation transcript:

1 Setup MOC Auto Reports The MOC Auto Reports provides a method to notify people about the status of MOCs. In some jurisdictions, this step is required. Features: User Configurable. Sends s Automatically. Filter By MOC and People. Summary Reports For Management. Detail Reports For Supervisors. MOC Auto Reports

2 Setup MOC Auto Reports Click To Launch MOC Auto Report Screen Launch Setup Auto Reports

3 Setup MOC Auto Reports Setup Auto Reports Screen View Report

4 Setup MOC Auto Reports Setup Auto Reports Screen Report Filters Select Company (Location). Defaults to Your Location. Select Assigned To Person. Defaults to You. Select Report Type. Select Specific MOCs. Defaults to All. To Edit Existing Auto Report, Select Report ID From List. For New Auto Report, Leave Reports Field Un-Selected.

5 Setup MOC Auto Reports Settings Enter/Edit Report ID. Set Report Status. Active Status Required To Send Report. Set Parameters; Importance, To, From, Subject, etc. Set Auto Report Frequency and Start Date. Select Web Page to Set Report Format. Click Document Icon to View Report. For One Time Report, Set Report Frequency to Nothing and Click Icon at Top of Screen. To Save Report, Click Check Mark. Setup Auto Reports Screen

6 Setup MOC Auto Reports Sample Auto Report: Filter By Assigned To Only MOCs and Steps with Assigned To Name Filter Appear

7 Setup MOC Auto Reports Can Create As Many Auto Reports As Necessary. To Cannot Be Null. Must Set Report Type and Format. Default All MOCs Unless Filtered. Report Must Be Set To Active. Inactive Reports Are Skipped. STEP RULES

8 Setup MOC Auto Reports BUTTONS Next Parent Step Previous Parent Step Next Sub-Step Previous Sub-Step Start Step Stop Step Exit Step Save Information Send Link Document

9 Setup MOC Auto Reports END OF CBT TRAINING


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