How to Create and Use Presets

Creating 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/Entities" button

Select the Homes/Services/Entities that you want to include

Then click Submit

Repeat this for the Courses and Users

Within the courses box, you are now also able to include pathways in your reports.

Once you have selected the courses box, you can include pathways by pressing the "Select Pathway" option..

Once you have selected the desired courses/pathways, press the submit button.

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)

Using A Preset

To use a matrix preset open the matrix report page and click the 'Presets' button

This will open the Select preset menu, presets for the current report will be displayed in the table here. Locate the preset you wish to use and click the 'Apply' button, under the Actions column.

The preset settings will then be applied to the page and a report will be generated.