Feedback Report Configuration Options

The following configuration options are available for feedback summary reports.  You can select an area in the drop down list, or view ALL.

Action Plan

Alternate Labels

Audit

Basics

Tables & Graphs

AUDIT

Category/Question

• CATEGORY SUMMARY - EXPANDABLE CATEGORIES: EXPAND CATEGORIES ON REPORT LAUNCH - When enabled, categories are expanded by default in the Category Summary. This option also requires the SHOW CATEGORY SUMMARY and SHOW CATEGORY SUMMARY - EXPANDABLE CATEGORY option to be enabled.
• SHOW COLUMN: CATEGORY NAME - adds a column labeled Audit Category to the Details section of the report, which displays the name of the audit category.
  
• ALLOW HTML FORMATTING IN CATEGORY NAME - will display HTML formatting provided in the form setup.
• SHOW COLUMN: CATEGORY REFERENCE - adds a column labeled Audit Category ID to the Details section of the report. This displays the Audit Category ID associated with the audit question.
  
• SHOW CATEGORY COMMENTS - displays all comments associated with a category.
• SHOW AUDIT CATEGORY RATING IN CATEGORY SUMMARY - displays the ratings associated with each audit category and subcategory. This option is available when Category Ratings (optional) feature is enabled. The Category Summary option, below, is also required. Note that if a rating color has been defined, it is also displayed.
  

  Contact your RizePoint representative for details on enabling this feature.

• SHOW CATEGORY SUMMARY - displays a list of categories included in the audit in a table at the beginning of the report. 
• SHOW PREVIOUS SCORE AND DIFFERENCE IN CATEGORY SUMMARY - when used with Repeat Forms, will show the score of the most recent audit with the same engagement data in the Category Summary. 
• SHOW PREVIOUS SCORE AND DIFFERENCE IN REPORT CATEGORY SUMMARY - when used with Repeat Forms, will show the score of the most recent audit with the same engagement data in the Report Category Summary. See also SHOW PREVIOUS AUDIT INFORMATION. 
• SHOW REPORT CATEGORY SUMMARY - displays the report categories included in the audit in a table at the beginning of the report, with points earned and total points possible.
• SHOW CATEGORY WEIGHT - displays the weight assigned to the audit or report category in the summary table. This option also requires the CATEGORY SUMMARY or the DETAILS options. In addition, the Weighted Category Scores optional feature must be enabled.
• IF CATEGORY DISPLAY IS SET TO REPORT CATEGORY; SHOW ALL REPORT CATEGORIES - displays all Report Categories in a feedback report. If enabled, the feedback report will display all report categories whether or not the report category has a score associated with it.
• SHOW CATEGORY SUMMARY - EXPANDABLE CATEGORY - When this option is enabled, a plus sign (+) appears to the left of the category name, and clicking the plus sign expands the list to display the subcategories within.
  
  

  To display the overall scores of the parent categories, also enable the SHOW PARENT CATEGORY SCORES option.

• SHOW QUESTION COMMENTS - displays all comments associated with questions.
• SHOW QUESTION REFERENCE - displays the question reference ID for each question when the DETAILS option (required) is also selected.
• SHOW DETAILS - displays questions and selected answer choices.
• SEPARATE TOP LEVEL CATEGORIES - When enabled, this option places a horizontal line directly above and below top level categories. This option is useful when categories contain multiple levels of subcategories, and makes it easy to distinguish top level categories from subcategories.
• SHOW CATEGORY DETAILS HEADER ROW - displays the header row for the category details.
  
  
• SWAP THE NOTES AND ANSWER COLUMNS - switches the position of the notes and answer columns in the report.
• CATEGORY NOTES BACKGROUND COLOR - allows you to select a background color for category notes. Click the COLOR PALETTE icon to display a color picker, or enter the RGB value, in hexadecimal format (#RRGGBB) in the text field on the left, then press the TAB key to tab out of the field. (NOTE: For additional color choices, you may select a different palette from the droplist in the Color Picker window.)
  
• CATEGORY SUMMARY LINE WIDTH - This setting determines the amount of blank space displayed between the rows and columns in the Audit Category and Report Category Summaries when rendered as a PDF (does not display in web view).
• ANSWER TEXT LOCATION - allows you to specify where the answer text appears in the report. Select LEFT, MIDDLE, or RIGHT from the droplist.
• SHOW COLUMN: ANSWER - displays a column that contains the answer choice that was selected.

Historic Data Options

• SHOW PARENT CATEGORY SCORES - displays subcategory names preceded by the parent category, then rolls up all subcategory scores and calculates a percentage score for each parent category.
• SHOW PREVIOUS AUDIT INFORMATION - displays the date and score of the previous audit when used in conjunction with the Repeat Violations optional feature.
  
  

• HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY - This is the number of prior results (up to three) to display when including historical data in the feedback report. A column is provided for each prior result. Note that this includes only audits conducted on the same location, and using only form(s) that have been specified in the REPEAT FORMS section of the audit form setup options page. When specifying report forms for a particular audit form, be sure to include the current form as well.
• HISTORICAL DATA: SHOW COMPLIANT/NON-COMPLIANT STATISTICS ROWS - displays data from the number of past audits specified in the HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY field, above. Data from each historical result appears in a separate row.
• HISTORICAL DATA: SHOW CATEGORY TOTAL ROW - displays data from the number of past audits specified in the HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY field, above, in a separate row at the bottom of the Category Summary.
• HISTORICAL DATA: SHOW OVERALL STATISTICS SUMMARY - displays data from the number of past audits specified in the HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY field, above, in a separate row at the bottom of the report.

Report Categories

• SHOW COLUMN: REPORT CATEGORY NAME - adds a column labeled Report Category to the Details section of the report.
  
• SHOW COLUMN: REPORT CATEGORY UNIQUE ID - adds a column labeled Report Category ID to the Details section of the report. This displays the Report Category associated with the question.
  

Other

• EMBED IMAGES (REQUIRED FOR CHROME PDF ENGINE. SHOULD ONLY BE UPDATED IF HAVING ISSUES WITH IMAGES IN PDF GENERATION. CONTACT RIZEPOINT ADMIN FOR DETAILS) - 
  • Link images in html (default)
  • Embed images in html
• ENGINE USED TO RENDER PDF (CHROME REQUIRES IMAGES TO BE EMBEDDED. SHOULD ONLY BE UPDATED IF HAVING ISSUES WITH IMAGES IN PDF GENERATION. CONTACT RIZEPOINT ADMIN) - 
  • FireFox (Default)
  • Chrome
  • IE
• REPLACE N/A ANSWER TEXT WITH A BLANK VALUE - When enabled, the point columns will be blank if the question response(s) have no points or no points possible values - even if other responses have a value.
• DISPLAY CHANGE LOG - displays a Change Log of changes made to answers with the Audit Maintenance Tool, which includes the date and time of the change (local time where the change was made), the question, the previous answer, and who made the change.  Change log displays at the end of the report.
  
• IMAGE DISPLAY SIZE - select to have small, medium or large image thumbnails in the repot.  

BASICS

Filters

• SHOW REPORT CATEGORY SUMMARY FILTER - Displays as "Score Group Summary Filter", shows the same report categories as the Report Category Filter. 
• SHOW CATEGORY FILTER - displays the Category Filter SELECT link at the top of the report. When you click the link, a list of audit categories is displayed. You can select all audit categories to include, or select a single audit category to display. This option also requires the DETAILS option.
  
  
• SHOW CHOICE FILTER - displays the CHOICE FILTER drop-list at the top of the report. All predefined answer choices appear in the list. When used with the SHOW DETAILS option (required), the report displays only those questions the received the same answer as the answer choice selected from the CHOICE FILTER drop-list. (For example, if NO is selected from the CHOICE FILTER drop-list, then only questions that were answered NO will appear in the report.) To specify the default choice (the choice initially displayed when the report first opens), see Specifying which Filters to Use when setting up the feedback report for an audit form. If you want users to be able to select more than one answer choice at a time, also enable the ALLOW MULTIPLE CHOICE FILTERS option, below.
  
  
• ALLOW MULTIPLE CHOICE FILTERS - allows you to filter the report on multiple answer choices. Users can hold down the CTRL key to select multiple answer choices from the Choice Filter droplist, then click the green arrow to run the report with the selected choices.
  
  
• SHOW COMPLIANCE FILTER - displays the Compliance Filter drop-list at the top of the report. Users may choose to display all questions, only informational questions, or only those questions that received compliant, non-compliant, or answers designated as critical or informational (or combinations of the above choices). This option also requires the DETAILS option to be enabled.
  
  
• SHOW QUESTION FILTER - displays a Question Filter SELECT link at the top of the report. Clicking the link displays a list of all questions, allowing users to specify which questions to include in the report.
  
  
• SHOW REPORT CATEGORY FILTER - displays a Report Category SELECT link at the top of the report. All report categories appear in the list. This option also requires the DETAILS option.
  
  
• CATEGORY DISPLAY FILTER - select to display the DETAILS section of the report by Audit Category or Report Category.  Note that if Report Category is selected, only those questions assigned to a Report Category will display on the report. 
• DEFAULT COMPLIANT SETTING - allows you to specify the default setting of the Compliance filter.
• OPEN IN FORMAT: SHOW EXCEL LINK - provides a link that lets you open the HTML report in an Excel spreadsheet.
• OPEN IN FORMAT: SHOW WORD LINK - provides a link that lets you open the HTML report in a Word document.
• POLICY: DISPLAY OPTION - select if the policy should display, not display, or display only a hyperlink to an HTML formatted policy window. 
• POLICY: ONLY DISPLAY FOR NON-COMPLIANT QUESTIONS - select to only display the policy for non-compliant questions, when policies are set to display.

Header 

• REPORT TITLE (leave blank to show form name) - displays the text entered in this field as the title of the report. If this field is left blank, the name of the audit form is used as the title of the report. Note that you may use HTML formatting and replacement tags in this field.
• HEADER LOGO LEFT - If you want a logo to appear in left side of the header, select the logo from the droplist.
  
  
• HEADER LOGO RIGHT - If you want a logo to appear in right side of the header, select the logo from the droplist.

Header: Location Information Display

These selections populate the header table at the top of the report and require the HEADER: LOCATION INFORMATION DISPLAY to be selected. 

• DISPLAY LOCATION ID
• DISPLAY LOCATION NAME
• DISPLAY LOCATION ADDRESS 1
• DISPLAY LOCATION ADDRESS 2
• DISPLAY LOCATION MAILSTOP
• DISPLAY LOCATION CITY, STATE, POSTAL CODE AND COUNTRY
• DISPLAY LOCATION EMAIL
• DISPLAY PHONE 1
• DISPLAY PHONE 2
• DISPLAY LOCATION FAX
• DISPLAY PRIMARY CONTACT NAME
• DISPLAY PRIMARY CONTACT EMAIL
• DISPLAY PRIMARY CONTACT PHONE
• DISPLAY PRIMARY CONTACT FAX

Header: Audit Information Display

These selections populate the header table at the top of the report and require the HEADER: AUDIT INFORMATION DISPLAY to be selected.  

• DISPLAY ENGAGEMENT DATA FROM THE TIME THE AUDIT WAS CONDUCTED INSTEAD OF CURRENT ENGAGEMENT DATA - When enabled, the report displays the audit data from the time the audit was conducted. When disabled, the report displays the current engagement data instead. (for example, if the location rolled up to the East Region Management at the time of the audit, but is currently assigned to the West Region Management, if this is enabled, it will show East Region Management. If disabled, it would show the West Region Management.)
• SHOW TIME IN START, END AND UPLOAD DATE - adds the time (HH:MM) when the options to include the start, end or upload date are selected.
• DISPLAY AUDIT FORM NAME
• DISPLAY AUDIT TYPE
• DISPLAY AUDIT START DATE/TIME
• DISPLAY AUDIT END DATE/TIME
• DISPLAY AUDIT UPLOAD DATE/TIME
• DISPLAY AUDITOR NAME
• DISPLAY AUDIT CONTACT NAME
• DISPLAY AUDIT CONTACT FAX
• SHOW AUDIT RATING LEVEL
• SHOW AUDIT RATING LEVEL SCORE RANGE
• SHOW AUDIT RATING LEVEL COLOR
• SHOW AUDIT RATING LEVEL ICON
• SHOW AUDIT RATING LEVEL LEGEND - NAME  
• SHOW AUDIT RATING LEVEL LEGEND - SCORE RANGE 
• SHOW AUDIT RATING LEVEL LEGEND - COLOR 
• SHOW AUDIT RATING LEVEL LEGEND - ICON 
• DISPLAY WEIGHTED SCORE - When the Weighted Category Scores option is enabled, each category score is multiplied by the Weight % to determine the weighted category score:
        (Category Score %) * (Weight %) = Weighted Category Score
  Then all category scores are totaled to determine the Weighted Score for the entire audit.
• DISPLAY REPEAT SCORE - When the Repeat Violations Scoring option is enabled, the score is calculated by dividing the Repeat Points earned by the Repeat Points Possible.

  (Repeat Points Earned) / (Repeat Points Possible)

• SHOW ACTION PLAN APPROVAL STATUS IN HEADER - Note, this configurations item applies to the legacy action plan system, and not the Corrective Action Management (CAM) platform.  When the Approval Process for Action Plan Feedback Reports option is being used, enabling this option displays the date and time of all levels that have been approved in the header of the report.
  
  

Header: Other Information Display 

This sections contains elements for both the header and other setup options for the report. 

• HEADER: LOCATION INFORMATION DISPLAY - displays the Location section at the beginning of the header table
• HEADER: AUDIT INFORMATION DISPLAY - displays the Audit section in the middle of the header table
• HEADER: OTHER INFORMATION DISPLAY - displays the Audit section in the middle of the header table 

These selections populate the header table at the top of the report and require the HEADER: OTHER INFORMATION DISPLAY to be selected. 

• DISPLAY OVERALL SCORE - Displays the overall score, as a percentage, of the audit in the header.
• DISPLAY MANAGEMENT ID
• DISPLAY MANAGEMENT NAME
• SHOW LOCATION STATUS
• SHOW AKA
• SHOW GPS DISTANCE FROM LOCATION (MILES)
• SHOW LOCATION USER FIELDS 1 - 10

• SHOW COLUMN: QUESTION TEXT - adds a column labeled Questions to the Details section of the report, which displays the question text.
  
• ALLOW HTML FORMATTING IN ANSWER TEXT - When enabled, answer text may include HTML formatting.
• AUDIT LEVEL NOTES- displays any audit-level notes associated with this audit.
• SHOW AUDIT RATING SUMMARY - displays the ratings defined for this audit.
  
  
• DISPLAY CATEGORY RATING COLOR ON CATEGORY HEADER - displays the header of the audit category in the color associated with the rating the category received.
  
  
  
  
• DISPLAY CATEGORY RATING TEXT IN CATEGORY HEADER - displays the rating text for the category in the category header.
• SHOW RATING IN REPORT CATEGORY SUMMARY - when SHOW REPORT CATEGORY is enabled, adds a Ratings column to the Report Category Summary table. 
• SHOW SCORE IN REPORT CATEGORY SUMMARY - when SHOW REPORT CATEGORY is enabled, adds a score column as a percentage to the Report Category Summary table. 

  To display weighted scores, disable this option to hide the Score column in the Report Category Summary, then enable both the DISPLAY CATEGORY WEIGHTS and SHOW SCORE options, which places a Weighted Score column in the Report Category Summary. Also, the Weighted Category Scores optional feature must be enabled.

• SHOW CHOICE SUMMARY - displays a list of all predefined answer choices (radio and drop-list only).
• DISPLAY QUESTION COMMENTS IN SEPARATE COLUMN - displays comments in a column to the right of the question. When this option is disabled, the comments appear below the question.
• SHOW CRITICAL QUESTION SUMMARY - displays all questions that are tagged as "critical" in a table at the beginning of the report.
• SHOW CATEGORY SUMMARY - HIDE EMPTY CATEGORIES - When this option is enabled, categories that have not been triggered by a question, or categories that have no associated questions, are not displayed in the Category Summary.
• DISPLAY OVERALL SCORE AND RATING AT THE TOP - when used with the options DISPLAY OVERALL RATING (APPEARS AT THE BOTTOM OF THE REPORT) and DISPLAY OVERALL SCORE (APPEARS AT THE BOTTOM OF THE REPORT), this will display the elements at the top of the report instead of the bottom of the report.  Displays the overall score and rating at the top of the report, just below the header and any user-defined fields that may also appear at the top of the report.
• DISPLAY ONLY ROOT-LEVEL CATEGORIES IN THE CATEGORY SUMMARY - displays only the top level categories (no sub-categories are displayed).
• SHOW POINTS EARNED - displays the points earned in each category (requires the CATEGORY SUMMARY option) or the points earned for each question (requires the SHOW DETAILS option.)
• SHOW POINTS POSSIBLE - displays the total points possible for the category (requires CATEGORY SUMMARY option), answer choice (requires CHOICE SUMMARY option), or question (required DETAILS option).
• SHOW REPORT CATEGORY BY AUDIT CATEGORY SUMMARY BOX - displays a Report Category Summary, broken down by audit category, directly below the Category Summary.
  
  
• SHOW SCORE - displays the score as a percentage in the DETAILS and CATEGORY SUMMARY sections.
• SHOW 0 AS THE TOTAL IN THE TOTALS ROW OF EACH CATEGORY AND SUB-CATEGORY AND/OR REPORT CATEGORY AND SUB-REPORT CATEGORY WHEN THE TOTAL IS UNAVAILABLE OR 0 
• DISPLAY CATEGORY ON CRITICAL CHOICE SUMMARY - displays the category in which questions receiving critical answers choices reside in the Critical Choice Summary table. 
• SHOW CURRENT DATE- displays the current date in the upper right corner of the report.
• DISPLAY OVERALL RATING (APPEARS AT THE BOTTOM OF THE REPORT) - displays the overall rating at the bottom of the report.  To move this element to the top of the report under the header, also select DISPLAY OVERALL SCORE AND RATING AT THE TOP.
• DISPLAY OVERALL SCORE (APPEARS AT THE BOTTOM OF THE REPORT) - displays the overall score at the bottom of the report. To move this element to the top of the report under the header, also select DISPLAY OVERALL SCORE AND RATING AT THE TOP.
• DISPLAY OVERALL SCORE AS POINTS OF POINTS POSSIBLE - displays the overall score in points, rather than as a percentage. The score is displayed as number of points earned out of number of points possible (e.g., 83 of 100).
• DISPLAY PAGE NUMBERS ON PDF - displays page numbers in PDF version of report.
• HEIGHT OF EMPTY HEADER AND FOOTER BARS (IN PIXELS) and the AMOUNT OF SPACE BETWEEN REPORT SECTIONS, allows you to reduce the vertical space used in the report. The color of the thin line is determined by the color specified in HEADER FOOTER BACKGROUND COLOR. When using this option, avoid using the SHOW POINTS EARNED, SHOW POINTS POSSIBLE, and SHOW SCORE options, as enabling these options prevents the thin line from being displayed between category headings.
• CRITICAL CHOICE SUMMARY ORDERING METHOD - list items either alphabetically or by audit order in the Critical Choice Summary table. 
• DECIMAL PLACE DISPLAY - all values in the report contain this number of decimal places.
• FOOTER LOGO LEFT - If you want a logo to appear in left side of the footer, select the logo from the droplist.
• FOOTER LOGO RIGHT - If you want a logo to appear in right side of the footer, select the logo from the droplist.
• SHOW A SEPARATE ACTION PLAN SECTION AFTER THE DETAILS - Note, this configuration item applies to the legacy action plan system, and not the Corrective Action Management (CAM) platform. When this option is enabled, an Action Plan Summary is displayed below the details section of the audit result.

Display Settings/Labels

• ENABLE THE SLIDESHOW BUTTON FOR RESULTS THAT CONTAIN IMAGES - when viewing the feedback report online, this will open a window at the top of the screen to click through all images on the report.

• SHOW PRIORITY INFORMATION - displays the priority associated with each question in a separate column labeled PRIORITY. (Use this option in conjunction with the Priority optional feature.)
• DETAIL BACKGROUND COLOR - allows you to select a background color for the report. Click the COLOR PALETTE icon  to display a color picker.
• DETAIL FONT COLOR - allows you to select a font color for the body of the report. Click the COLOR PALETTE icon  to display a color picker.
• RATING BOX TEXT COLOR - allows you to select a color for the ratings text. Click the COLOR PALETTE icon  to display a color picker.
• TITLES FONT COLOR - allows you to select a font color to use for all titles in the report. Click the COLOR PALETTE icon  to display a color picker.
• SHOW PRIORITY ICON COLUMN - adds a column to the DETAILS section of the report that displays the icon (assigned in Priority setup) associated with the question. 
• ENABLE PRIORITY COLOR FOR QUESTION TEXT - changes the font of the question text to the color assigned in the Priority setup. 
• SHOW PRIORITY VIOLATIONS TABLE - creates a table at the top of the report listing the priority count and question text.
• SHOW AUDITOR SIGNATURE - displays the signature of the person who conducted the audit.
• PRINT NAME ON AUDITOR SIGNATURE - displays the name of the person who was designated as the auditor in Setup screen prior to conducting the audit.
  
  
• SHOW LOCATION SIGNATURE - displays the signature of the location representative who signed the audit when the audit was completed.
• PRINT NAME ON LOCATION SIGNATURE - displays the name of the location representative specified in the Signature screen when the audit was signed.
  
  
• SHOW SIGNATURES SIDE BY SIDE - when not selected, signatures will be stacked.
• DISPLAY APPROVED BY - displays the name of the person who approved the audit. (This option applies to Online audits only.)
• DISPLAY APPROVED DATE - displays the date on which the audit was approved. (This option applies to Online audits only.)

Footer

• SHOW FOOTER - displays a footer at the bottom of the page, which may include the text that appears in the ADDRESS LABEL, CONFIDENTIAL LABEL, or PHONE LABEL fields, below.
• HEADER FOOTER BACKGROUND COLOR - allows you to select a background color for all the heading lines in the report, including the footer.  Click the COLOR PALETTE icon  to display a color picker.
• HEADER FOOTER FONT COLOR - allows you to select a font color for all the heading lines in the report, including the footer.  Click the COLOR PALETTE icon  to display a color picker.
• ADDRESS LABEL - text entered here appears in the lower left corner of the report. Note that you may include HTML formatting. The width of this column is limited to 35 characters.
  
  
• CONFIDENTIAL LABEL - text entered here appears at the bottom center of the report. Note that you may include HTML formatting. The width of this column is limited to 28 characters.

If no text is entered in the Address and Phone fields, the Confidential message text will be spread across all three columns (Address, Confidential and Phone). The maximum width of the Confidential column will then be 186 characters.

• PHONE LABEL - text entered here appears in the lower right corner of the report. Note that you may include HTML formatting. The width of this column is limited to 35 characters.

User Defined Fields

Enter any additional information in the User-defined fields. Note that these fields support the use of replacement tags. User Defined Values 1, 2, and 3 appear at the top of the report, just below the header information. User Defined Values 4 and 5 appear at the bottom of the report, just above the Signature fields. Note that you may edit the label of the user-defined field from the feedback report later.

• USER DEFINED VALUE 1
• USER DEFINED VALUE 2
• USER DEFINED VALUE 3
• USER DEFINED VALUE 4
• USER DEFINED VALUE 5

TABLES AND GRAPHS

Graphs and Tables are only available if the necessary queries have been added to your implementation of RizePoint; otherwise, these fields are greyed out and unavailable. See ADDING TABLES AND GRAPHS TO A FEEDBACK REPORT for more information. Contact RizePoint for details.

• SHOW GRAPH (1 through 4) - When available, selecting this option displays a graph in the report.
  
  
• GRAPH LEGEND - displays a legend on the graph.
  
  
• GRAPH LEGEND LOCATION - allows you to specify the location of the legend.
• GRAPH CHART TYPE - allows you to select the type of chart to display. (NOTE: Make sure that the data included in
  the report is suited to the particular type of graph you are using.)
• GRAPH ROWS OR COLUMNS - allows you to specify whether to base the graph on rows or on columns. (Note: If you don't get the expected results, try switching this setting.)
  
  
• SHOW TABLE (1 through 4) - When available, selecting this option displays a table in the report.
  
  
• TABLE DETAIL BACKGROUND COLOR - allows you to specify the background color of the body of the table. Click the Color Palette icon to display a color picker, or enter the RGB value, in hexadecimal format (#RRGGBB) in the text field on the left, then press the TAB key to tab out of the field. (NOTE: For additional color choices, you may select a different palette from the droplist in the Color Picker window.)
  
  
• TABLE DETAIL FONT COLOR - allows you to specify the font color of the text that appears in the body of the table. Click the Color Palette  to display the color picker, or enter an RGB value in the text field.
• TABLE HEADER BACKGROUND COLOR - allows you to specify the background color of the header area of the table. Click the Color Palette  to display the color picker, or enter an RGB value in the text field.
• TABLE HEADER FONT COLOR- allows you to specify the font color of the text that appears in the header area of the table. Click the Color Palette  to display the color picker, or enter an RGB value in the text field.

ALTERNATE LABELS

You may specify an alternate label for any of the following fields. The alternate labels specified below will replace the default labels in this feedback report only. If no alternate label is specified, the global label is displayed by default.

• LOCATION ID
• LOCATION NAME
• LOCATION ADDRESS 1
• LOCATION ADDRESS 2
• LOCATION CITY/STATE/ZIP
• AUDIT FORM NAME
• AUDIT TYPE
• AUDIT START DATE/TIME
• AUDIT END DATE/TIME
• AUDITOR NAME
• AUDIT RATING LEVEL
• AUDIT RATING LEVEL LEGEND
• AUDIT CATEGORY SUMMARY
• REPORT CATEGORY SUMMARY
• REPORT CATEGORY SUMMARY POINTS
• PREVIOUS SCORE CATEGORY SUMMARY
• SCORE DIFFERENCE CATEGORY SUMMARY
• PREVIOUS SCORE REPORT CATEGORY SUMMARY
• SCORE DIFFERENCE REPORT CATEGORY SUMMARY
• CRITICAL QUESTION SUMMARY
• AUDIT LEVEL NOTES
• AUDITOR SIGNATURE
• LOCATION SIGNATURE
• QUESTION TEXT
• ANSWER
• POLICY

ACTION PLAN 

Note, these configurations items apply to the legacy action plan system, and not the current Corrective Action Management (CAM) platform. 

The NEW, EDIT, and DELETE columns are only visible to users with the appropriate permission.

• ACTION PLAN ITEM - NEW - provides a column in which a user with the ACTION PLAN: CREATE permission may create an existing action plan for the associated question. This column is only visible to users with this permission.
• ACTION PLAN ITEM - REQUIRE EXISTING ACTION PLANS TO BE FILLED IN BEFORE ALLOWING ADDITIONAL ACTION PLANS TO BE CREATED FOR A QUESTION - When this option is enabled, a defined plan of action must be completed before another action plan can be defined for that question. When this option is disabled, any number of action plans may be defined for a question, even though the first action plan has not yet been defined.
• ACTION PLAN ITEM - EDIT - provides a column in which a user with the ACTION PLAN: EDIT permission may edit an existing action plan for the associated question. This column is only visible to users with this permission. NOTE: Users with the ACTION PLAN: EDIT permission are able to edit and modify action plans in Feedback Reports. See Editing Feedback Report Action Plans.
• ACTION PLAN ITEM - DELETE - provides a column in which a user with the ACTION PLAN: DELETE permission may delete an existing action plan for the associated question. This column is only visible to users with this permission.
• VIEW ROOT CAUSE - displays the root cause specified for the associated question.
• REQUIRE ROOT CAUSE RESPONSE - requires an entry in the Root Cause field before saving an Action Plan. If a required field is left blank, and the user attempts to save the Action Plan, a message is displayed to notify the user that required fields must be populated before saving. Note that the VIEW ROOT CAUSE option, above, must also be enabled.
• VIEW ACTION PLAN - displays the action plan specified for the associated question.
• REQUIRE ACTION PLAN RESPONSE - requires an entry in the Action Plan field before the action plan can be saved. Attempting to save before defining a plan of action results in a message notifying user that required fields must be populated before saving. Note that the VIEW ACTION PLAN option, above, must also be enabled.
• VIEW PREVENTIVE ACTION PLAN - displays the preventive action plan specified for the associated question.
• REQUIRE PREVENTIVE ACTION PLAN RESPONSE- requires an entry in the Preventive Action Plan field before the action plan can be saved. Attempting to save before defining a preventive plan of action results in a message notifying user that required fields must be populated before saving. Note that the VIEW PREVENTIVE ACTION option, above, must also be enabled.
• VIEW RESPONSIBLE PERSON - displays the name of the person responsible for completing the corrective action.
• REQUIRE RESPONSIBLE PERSON RESPONSE - requires an entry in the Responsible Person field before the action plan can be saved. Attempting to save before specifying a person who is responsible for correcting the non-compliancy results in an error message. (Note that there is an optional feature that automatically provides a default responsible person for the action plan.) Note that the VIEW RESPONSIBLE PERSON option, above, must also be enabled.
• VIEW DUE DATE - displays the Due Date field and allows a user with the ACTION PLAN: EDIT permission to specify the due date for completing the action plan for the associated question.
• REQUIRE DUE DATE RESPONSE - requires user to specify a due date for completing the specified plan of action before the action plan can be saved. Note that the VIEW DUE DATE option, above, must also be enabled.
• VIEW COMPLETE DATE - displays the Complete Date field and allows a user with the ACTION PLAN: COMPLETION DATE permission to specify the date on which an action plan was completed for the associated question.
• REQUIRE COMPLETE DATE RESPONSE - requires user to specify a Complete Date before the action plan can be saved. Note that the VIEW COMPLETE DATE option, above, must also be enabled.
• VIEW MODIFIED DATE/TIME OF "COMPLETE DATE" - When enabled, both the date selected as the Completed Date, and the date and time on which the Completed Date was selected, are displayed. When disabled, only the selected Completed Date appears, regardless of when it was selected.
  
  
• DISABLE ACTION PLAN COMPLETE DATE CLEAR BUTTON - When enabled, the DELETE (X) button beside the Complete Date field is removed.
• DISABLE ACTION PLAN DUE DATE CLEAR BUTTON - When enabled, both the CALENDAR button and the DELETE (X) button beside the Due Date are removed and the specified Due Date cannot be changed.
• DISPLAY ACTION PLAN TEXT & DUE DATE AS READ ONLY FOR CRITICAL QUESTIONS - When this option is enabled, the action plan text and due dates of questions designated as "critical" cannot be edited, even by users with the ACTION PLAN: EDIT permission. (The default Action Plan text specified will appear here as read-only, and cannot be changed.)
• VIEW ACTION PLAN IMAGES - displays images that have been uploaded with an action plan.
• DISABLE ACTION PLAN IMAGE UPLOAD SECTION - When enabled, images cannot be uploaded to the Action Plan.
• ONLY SHOW ACTION PLAN ITEMS FOR NONCOMPLIANT ANSWERS - When this option is enabled, questions that received compliant and information answers are still included in the report, but no NEW button is available for defining an action plan. When this option is disabled, an action plan can be defined for any question, including those questions that received compliant and informational answers.
• DISABLE ACTION PLAN HISTORICAL LOG - When enabled, changes can be made directly to the current action plan. When disabled, a list of previous edits, and who made them, is displayed. A new action plan can be specified, but without overwriting previous action plans.
• APPROVAL: VIEW APPROVALS (REQUIRED FOR ALL OTHER APPROVAL OPTIONS TO WORK)- Selecting this option enables the approval process. Note that this option must be enabled in order for any of the following options to apply. If this option is not enabled, no approval process exists, regardless of the settings of the following action plan approval options. If this setting is disabled, all settings below it are irrelevant.
  • APPROVAL: VIEW INSTRUCTIONS - When this option is enabled, instructions appear below the audit information section at the top of the report. The instructions that are displayed are determined by the level of user that is logged in. For example, if a Location-level user is logged in, then Location-level instructions, provided in the Location Level (bottom level) Instructions field, are displayed. If a Level 2 user is logged in, then Level 2 instructions, provided in the Level 2 Instructions field, are displayed.
  • APPROVAL: REQUIRE LOCATION TO ENTER AN ACTION PLAN FOR EVERY NON-COMPLIANT QUESTION - When this option is enabled, each non-compliant question must have an action plan defined before the location-level user can submit the results for approval. Note that an Action Plan is considered to exist if any of the Action Plan fields have been defined (Action Plan, Root Cause, Preventative Action, Due Date, Completion Date, or Responsible Person).
  • APPROVAL: EMAIL NOTIFY BUTTONS - Two options are available:
    • ONLY SHOW THE PREVIOUS AND NEXT BUTTONS - displays only the level above and below this level.
    • SHOW ALL BUTTONS - displays all levels, as determined by the setting in the Number of Approval Columns option.
  • APPROVAL: POSITION OF NOTIFY BUTTON - allows you to specify where to display the various notification buttons.
  • APPROVAL: PREVENTATIVE ACTION PLAN HEADER LABEL - This is the label that appears at the top of the Preventative Action Plan Header Label. Example: Prescribed Plan of Action, Action Plan.
  • APPROVAL: ROOT CAUSE ANALYSIS HEADER LABEL - This is the label that appears at the top of the root level cause column. Example: Cause of Problem, Root Cause.
  • APPROVAL: ACTION PLAN HEADER LABEL - This is the label that appears at the top of the Action Plan column. Examples: Corrective Action, Remedy, Action Plan.
  • APPROVAL: CHECK/UNCHECK ALL LABEL - At the top of each approval column, there is a checkbox that allows you to check or uncheck all approval checkboxes in that column. You can rename the label that appears with this checkbox. Example: Select/Deselect All, Select All/None. This label is displayed above the first category or report category in the body of the report. It appears when the Approval checkboxes are enabled (available for checking). Checking this box causes the entire column of checkboxes to be either checked or unchecked.
  • APPROVAL: NUMBER OF APPROVAL COLUMNS TO DISPLAY: This determines how many levels of approval to include, and provides an approval checkbox for each level. You many include up to 5 levels of approval.
  • APPROVAL: APPROVAL LEVEL 1-5 COLUMN LABELS - Allows you to specify the label that appears at the top of each column. Note that regardless of how many labels you enter here, only the number of columns specified appear in the report. For example, if you have specified to display three approval columns, then only three will appear, even though you may have also specified a label for all five columns. For example, you you're using two levels of approval, you may want to use the labels Initial Approval and Final Approval.
  • APPROVAL: LOCATION LEVEL (BOTTOM LEVEL) FEEDBACK RULE - Select the feedback rule that triggers feedback to be sent to the person designated as the Location-level user. This is the person responsible for defining the corrective action plans.
  • APPROVAL: APPROVAL LEVEL 1-5 FEEDBACK RULE - Specify the feedback rule that is triggered when sending (submitting) the corrective action plan to another level (up or down). All feedback rules that have been defined appear in the droplist. Select the rule associated with the specific approval level. Remember to always use a feedback rule that has been specified as Manual Execution.
  • APPROVAL: LOCATION LEVEL (BOTTOM) EMAIL/NOTIFY BUTTON LABEL - If feedback has been specified, then clicking this button moves the action plan to the Level 1 in the approval process and sends feedback.
  • APPROVAL: APPROVAL LEVEL 1-5 EMAIL/NOTIFY BUTTON LABEL - If feedback has been specified, then clicking this button moves the action plan to the next level of approval and sends feedback.
  • APPROVAL: SAVE/SUBMIT BUTTON LABEL (WHEN NOT SENDING EMAIL) - Clicking this button moves the action plan to the next level of approval.
  • APPROVAL: LOCATION LEVEL (BOTTOM) - INSTRUCTION TEXT - These are the instructions provided to the location-level user for completing the action plan. (Also requires the View Instructions option.)
  • APPROVAL: APPROVAL LEVEL 1 thru 5 - INSTRUCTION TEXT - These are the instructions provided for each level of the approval process. (Also requires the View Instructions option.)
  • APPROVAL: APPROVALS - COMPLETE MESSAGE - After all approvals have been completed, this is the message that displays the next time the report is viewed.
    
    
  • APPROVAL: ALLOW LOCATION LEVEL APPROVAL/VERIFICATION, AFTER MANAGEMENT HAS APPROVED - This option allows the location-level user to verify (view) the Action Plan after it has gone through the entire approval process.
  • APPROVAL: LOCATION LEVEL APPROVAL/VERIFICATION - FEEDBACK RULE - Select the feedback rule that sends feedback to the location-level user to inform him/her that the approval action plan is ready to view/verify.
  • APPROVAL: LOCATION LEVEL APPROVAL/VERIFICATION - EMAIL/NOTIFY BUTTON LABEL - This is the label on the button that the location-level user clicks to "verify" the approved action plan.
  • APPROVAL: LOCATION LEVEL APPROVAL/VERIFICATION - INSTRUCTION TEXT - These are the instructions that are provided to the location-level user for verifying the approved action plan.
  • APPROVAL LEVEL 1-5 APPROVE/VERIFY AND CLOSE AUTHORITY - When this option is enabled, an intermediate approval-level user may "approve and close" the action plan, without needing to go to all approval levels above.
  • APPROVAL: APPROVE/VERIFY AND CLOSE AUTHORITY - BUTTON LABEL - This is the label that appears on the button that an intermediate approval-level user clicks to "approve and close" the action plan.
  • APPROVAL: SHOW ACTION PLAN APPROVAL DATES IN DETAIL - When enabled, the date and time the item was approved are displayed below the checkbox. If an item is unchecked, then checked again, the updated date and time are displayed.