Supervise reporting

Supervise Reporting provides details about progress and responsibilities for registrations. A registration is where a reporter or collaborator enters, reviews, and submits data.

In "Supervise reporting" view you can:

• Monitor reporting progress and responsibilities for each reporter and collaborator.
• Send reminders to reporters and collaborators who have not yet have finished their assigned registrations.

Supervise Reporting is available for users with the Controller role. 

Monitor reporting progress and responsibilities

For each user you can see:

• Name (User column)
• Responsibilities. Number of registrations where the user is responsible reporter or collaborator.
• Progress:
  • Progress status as a percentage for "Not started", "In progress", "Ready to confirm", Confirmed"
  • Percentage of confirmed registrations.
• Link to the Data reporting view filtered on the selected users.

Send reminders to reporters and collaborators 

Make sure to get the data in on time by sending reminders.

1. Filter if you want to narrow down who should receive the reminder
   • "Period": Reporting period
   • "Roles": All, Reporters, Collaborators
   • "Show only unconfirmed": Include only users with a least one registration that is not yet confirmed.
2. Select the users you want to remind.
3. Click "Send reminders"
4. Edit the email text if needed.
5. Click "Send"

Example of editable reminder email