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System Configuration & User Management

System Configuration & User Management

This section outlines how to configure settings, manage access, streamline workflows, and improve reporting—organised into five clear subcategories.

User Assignment & Access Control

How to assign a specific person to a specific form to follow it up?

Can assigned observations specify the area where the user must comply, such as assigning hand washing to specific people and indicating the last room they need to observe?

On the risk module, is it possible to send/change/attach what other users sent, who could modify this information, and where could the modification be found?

Determine which forms can be seen by specific users, and how to restrict users so they can only see the information on the environment allowed for each user.

Reporting & Visualisation

How to make some graphics or charts per specific user?

Automation & Notifications

How to set up rules to send e-mails?

Data Management & Workflow

How to set up objectives in the calendar?

How can the incident under investigation be documented on the back end?