Categories

VIEW PENDING - VIEW/EDIT REPORTS BEFORE SENDING TO CLIENT

                                                                                                                                                         
Many clients of ours have asked for a way to review the reports of their employees before they are sent to the various properties that they service for many reasons such as the field officer does not describe properly what he is doing, grammatical errors, incorrect email destination, etc.. so this function allows you to put any of your employees in "report review" mode which allows you to review and edit the reports before they are sent out to your clients.

You could select multiple reports and either send or delete after viewing the description or you could manually review each report by clicking on them below:


You would review and/or edit the report, select the proper recipient, then click on the "Save and Send" button.