This article is about:

... the Work Forecast Report which can automatically be sent out via email at certain intervals. Receivers of the email will get a forecast of active checklists and assignments that they are responsible for during the period of time that the forecast is covering.

Work Forecast Report

The Work Forecast Report is meant to help prevent overdue assignments and missing checklists by giving the receiver an overview of active checklists and assignments that he/she is responsible for during the coming period of time. Below is an example of what such a report could look like:

Forecast_email.jpg

It can also hold information about checklists and assignments that were active but have since been completed at the sending time of the email as well as any checklists that might have been missed or assignments that went overdue during the same time.

How to set it up

We have tried to simplify this process as much as possible by taking you through a setup wizard that will guide you step-by-step during the actual setup.

Forecast_setup1.jpg

Recipients

First you need to define who should receive the report. This can be entire user groups and/or individual users.

Targets

Now you need to define if you want to limit which locations/location groups the forecast should be looking at.

You can also leave this empty which means that each recipient will receive a forecast for all locations/location groups that he/she is a member of.

Scheduling

You now need to decide when the forecast should be sent and how long of a period it should report on.

First you need to choose which day(s) of the week the report should be sent. Then, you have to choose which period of time it should include content for. You can choose between the following:

  • Day
  • Week
  • Month

 Note:

If you select "Week", you also need to define which weekday is the start of your week.

Example: If you select that the report should be sent out on Wednesdays and the first day of the week is Monday, then the report will show content for Monday to Sunday when it is sent out on Wednesdays. This would also include information about completed/missed checklists during Monday and Tuesday.

Then you need to decide which checklists and assignments to include. You can choose between:

  • Only items where deadline is within the selected period 
  • All items that are available in the selected period

(Example: If you have a checklist that starts before or during the period of the report and deadlines after it, then this is an example of a checklist that will not be included in the report if selecting the first option. Oppositely, it will be included if selecting the second option)

Finally, if you are working with more than one time zone on your organisation, then you need to select which time zone to be used for displaying date and time information.

Name

The last step in the process is to give your new notification rule a name for administrative purposes. You can also add an internal description but do note that these will not be reflected in any emails sent out. 

 Warning

Please note that the report will only include information about checklists and assignments that the receiver is assignee of - either personally or user group membership. This means that e.g. assignments which are assigned to other user groups or other users personally will not be included.

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