How to Create and Use Presets
The option to create Presets will only be visible if you have been given the appropriate access. This access is usually given to; Regional Managers, Managers and Admins.
To start, you will need to access Reports from the Navigation Bar and then clicking 'Pre-sets'.
You can choose to create a Matrix, Compliance, or Certificate report Preset.
From here, enter the Preset Name and Description as needed
Click on the "Homes/Services" button
Select the Homes/Services that you want to include
Then click Submit
Repeat this for the Courses and Users
You are also able to filter your Pre-set through the Filter toggle, Date toggle, Logged in toggle or the Care Cert.
Filter - You can toggle between All or Mandatory - This will affect courses shown in the pre-set
Date - This can be toggled between the completion date of courses or the expiry date of users courses
Logged In Status - This can be toggled between All users or Users that have never logged in
Care Certificate - You can filter your Pre-set to those who are assigned the care certificate to view their progress or completion on the Care Cert
Once you are happy with your filters, select Create
Finally, you will see the Preset you've just created on your screen. (You can create multiple pre-sets)
