Report Manager Administrator Training is intended for individuals who will be responsible for creating and modifying Report Templates and workflows in eScribe. The objectives of this course is to provide eScribe Administrators hands on knowledge on how reports will be created and the phases of a workflow.
The session outline is as follows:
- Contributor Demonstration
- Report Templates
- Departmental Permissions
- Workflows (Approval Groups)
- Settings and Other Options
Please note the exercises provided are a baseline for most customers. Each customer will have different options configured as part of setup and can be addressed one on one with your Implementation Consultant during dedicated Workshop or regular project meetings.
Related Articles:
- Contributor - Creating a Draft Report
- Adding Approved Reports to Meeting Agendas
- Administrator - Configuring Workflows
- Departments / Report Permissions
- Administrator - Report Settings
- Report Settings - Submission Deadline Management
- Limit Categories Contributors can select when Creating a Report - Staff Submissions
- Adding the Developer tab to MS Word
- Report Data Extraction - Extracting the Recommendation and/or Description from a Report
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