Why set a default report template?
A default report template is a single template that will be used across all workflows built within your organization. By setting your default template, you will not need to add a report to the workflow. The system will automatically initiate this.
Before we get started
- You can only set a default report template if you are an admin or owner of the organization
- You can only set a default report template via the web portal
- The system automatically sets the default report template as the Capptions branded template
- When a default template is set, you will not have to insert a report template into the report node of your workflow.
Set a default report template
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select an organization.
Step 3: Click on Templates
Step 4: Click on Reports
Create a report template and publish it once done
Step 5: Click on Settings
Step 6: Click +Pick from existing templates button
Select a report template from the templates you have built or from a bundle you have purchased
And that's how easy it is!
We hope this article is helpful in setting a default report template. If you have any questions or concerns, please do not hesitate to contact our customer support team at firstname.lastname@example.org.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!