Answering Prompts (L1 and L2)

A good report is one that contains only the information necessary to evaluate the results effectively. The prompts page lets you "filter" out unnecessary data, and allows you to generate, for example, a report on audits that were conducted only at certain locations, using only the specified audit forms, and during only the specific time period.

Answer the questions to configure the report as you wish to view it. You must answer, at a minimum, all of the required prompts. Notice that all required questions are noted in red print on the left side of the window. Prompts that are optional will, by default, include all of the information in the report. However, you can answer as many of the optional prompts as required to achieve the results that you want.

1. Click the PLUS icon in the center panel to expand and reveal the contents of the list.
   
   
2. Navigate to, and select, the data that you want to include in this report by clicking on it.*
3. Click the right arrow to move your selections over into the SELECTED column.
   
   
   
   

   Once you've moved your selection to the Selected column (or if a default answer was provided for you in the Selected column), links become available if you place your cursor over the various sections of the content in the Selected column. These links allow you to further refine your selection, if desired. For example, clicking the Select link allows you to choose either SELECT or QUALIFY.

   
   
   

   If you choose the SELECT option:

   • You may click the next link and select IN LIST or NOT IN LIST. This will allow you to either include or exclude elements you select.
     
     
   • You may click the last link and select the elements to include or not include. Use the right-arrow button to move the selections* to the Selected list, or click the double right-arrow button to move all elements from the Available column to the Selected column. Elements may be removed in the same manner by selecting them in the Selected column, then using the left-arrow buttons to remove them from the Selected column and place them back in the Available column.
     
     

   If you choose the QUALIFY option:

   • You may click the Qualifier link and select a qualifier.
     
     
   • Then click the Value link and specify the value.
     
     
     
     

     Note that in the example shown, audits conducted on any audit form that contains the word "food" will be included in the report.

      

4. If there are more prompts that must be answered, click on the prompt in the first panel to select it, then repeat this process for each required prompt. You may also answer any additional non-required prompts.
   
   
5. Click the RUN REPORT button at the bottom of the window.
   
   

Depending on how the prompt was designed, the following scenarios may also apply:

• The prompt may already have a default answer. You can keep it, add other answers to it, or remove it from the list of answers by clicking the left-arrow button .
• You can change the order of your answers by selecting the answer you want to move and clicking the UP or DOWN ARROW .
• The prompt may not require an answer. If a prompt must be answered, then REQUIRED appears beside it in red.
• The prompt may require a certain number of answers. This information appears on the left side of the prompt screen, listed as MAXIMUM QUALIFICATIONS.

*You may specify multiple selections by holding down the CTRL key while clicking on additional items. For example, if you want the report to include several different audit forms, hold down the CTRL key and click once on each of the forms that you want to include, then click the right-arrow to move all selections at once