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Entities: Click “Select All” under the list of entities to add them all. Or, add the individual entities within the Group that you would like to include on the report.
Recommendations: Click “Select All” under the list of recommendations to add them all, or, individually select the ones you’d like. The critical recommendations are automatically at the top of the list.
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Draft: This report can still be edited at any time by the user who created it. This includes adding/removing recommendations, editing the title, status and summary.
Finalized: This report has been reviewed and approved to show the client. The report cannot be edited after it has been finalized.
Presented: This report has been reviewed, approved to show the client and presented to the client. This status allows the user to add the date the report has been presented. This report will now be saved on the Group or Entity page to let others know it has been presented to client.
Summary: The summary of your report can contain text about anything you my need to present this report to a client. This can be a meeting agenda, action items or notes for discussion.
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