How do I add a new status report template?
Administrators can define different status reports for different work types by setting up status report templates, each with their own defined set of fields and field management rules. This article describes how to add a new status report template.
1. Click Status Report Templates
2. Click Add New
- Click Add new.
3. Enter Status Report Template Details
- Enter status report template details.
- Click Save.
Name: A name for the status report template.
Description: A description of the status report template (optional).
Active: Select this check box to make the status report template active in PowerSteering.
Work Types: Select which work types the status report template should be associated with.
4. View Status Report Templates
- View newly created status report template.
Note: This creates a status report template, but you will need to further configure the template by adding custom fields. See the chapter Working with Custom Fields for details on how to create custom fields. Be sure to associate your new or existing field(s) with the newly created status report template. Once you have associated custom fields with a status report template, you manage those fields like you would on any object, using Field Management. Each status report, including the default status report template, will appear as an independent object on the Field Management page. See the chapter Using Field Management for more information.