Configurations
Managing the configuration settings for progress reports
On this page
Getting to the configuration page
Steps:
From the home page under Every Activity, select the
Progress Reports icon on the left side bar.Scroll down and select
to the right side of any progress report title.
General options
How to view and edit general options
After following the Getting to the configuration page steps, general options can now be viewed and edited including the following:
Name: Add or edit the name to help identify this progress report.
Click the
button in the bottom right corner to save any changes to general options.
How to archive a progress report
After following the Getting to the configuration page steps, to archive the entire progress report, select the red Archive button below the general options. This will archive this progress report and all information related to it.
How to delete a progress report
After following the Getting to the configuration page steps, to delete the entire progress report, select the red Delete button below the general options. This is labelled as Danger Zone as deleting this report will delete all information related to it. This action is irreversible.
Collections
How to add a new collection
After following the Getting to the configuration page steps, select the Collections page tab where multiple features of the progress report can be edited.
To add a new collection, select the Search for collection by collection name search bar to add new collections to the progress report.
How to remove a current collection
After following the Getting to the configuration page steps, select the Collections page tab.
Under Current Collections, a list of all present collections linked to the progress report can be viewed. Select the
button to the right side of any current collection to remove the collection and its contents from the progress report.
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