Who is this article for?Administrators managing reporting.
Report admin permissions are required.
Report rules are an additional feature within Coruson. These rules allow you to specify a condition and then specify a course of action that will be automatically performed by the system.
For Example: If an accident report is filled in and the nature of the injury is set as a fall from height then you can assign risk assessments that should be performed or change the priority of the report.
It is important to remember that reporting rules are different from the form rules that take place when filling in a form and these conditions are only evaluated when the report is submitted to the system.
This article outlines:
Looking to understand the different options for automation? Visit Getting Started with Form Automation for details.
1. What Can Reporting Rules Do?
Reporting rules are useful if you require specific fields to be populated.
Important Note: Reporting rules can only be applied to locked sections (i.e. sections that are added to a form from a section template.
- Fill in report fields automatically: If the condition is met, specific dropdown fields can be populated without the user needing to fill them in.
- Show form sections: Form sections can be made visible on the form when a condition is met.
- Configured via Coruson interface: The rules can be configured in the Administration module.
2. How to Configure Reporting Rules
- Go to Administration, then Reporting Admin, then finally Reporting Rules.
- Click the Add button to add the new rule.
- Enter a brief description for your rule.
- Open the rule.
- Click Add Condition Block.
- Select a Section that has been added to the form.
- Select the field that exists in your section.
- Select your condition.
- Enter your matching value.
Note: At this stage you have set the condition that must be true for the next action to take place.
- Enter your new behaviour.
Tip! Make sure to create some test records to test your rules are working.
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