How To
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      Customized Reports

      Your every day Reports can be completed digitally now. Learn how to Create, Edit and Download Reports as well as Flag important information from the Reports for follow up.

      Click here to download the Site Visit Report Guide PDF

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      EveryPig Report Builder
      How to upload PDF files to Reports
      How to Delete Reports
      Flag for follow up

      Only a user in the Admin Role can create Reports from the Admin Panel. Farm Managers are responsibile for completing those Reports. 

      1. How to create a new Report Template:

      • Select 'Admin' on the left hand menu
      • Click 'Report Builder' at the top of the Admin Section
      • Select 'Create Report'

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      The Report Name is the only field required to complete on the template to create a Report. 

      • Fill out the template as needed. 
      • When finished, click 'Create'. 

      2. How to Delete a Report:

      • Select 'Reports' from the left side menu
      • Click 'Select' for the desired farm
      • Click 'Select' for the desired Report
      • Click the 3 dots on the desired Report, then select 'Delete'

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      3. How to Flag for follow up

      • Select 'Pass' or 'Fail' for the question
      • If you select 'Fail', a notes section will automatically appear with the option to 'Flag for Follow up' beneath. 
      • If you select 'Pass', but want to flag for follow up, select the pencil icon next. After you select the pencil icon, the notes section will appear with the option to 'Flag for Follow up' below. 

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      All questions flagged for follow up from a Report will appear on the Daily Checkup for that farm. The question will remain there each day until the Caregiver selects 'Yes' as the answer. 

      • Users filling out the Report can use the microphone icon to access our Voice to Text feature within the note section of each question. The Voice to Text feature allows users to talk into their phone to leave a note instead of typing the note manually.
        • To use the Voice to Text feature, simply tap the microphone icon, speak into your phone then click the stop button when you are finished. 

      Screenshot 2024-11-01 at 12.00.18 PM

      • Users can also use the Voice to Text feature in the General Notes and the Action Plan section. 

      Screenshot 2024-11-01 at 12.00.01 PM

        • If the note has grammatical errors or errors in puncuation, the user will need to make the edit manually using their keypad. 

      4. How to upload PDF files to a Report

      • Open a Report
      • Scroll to the bottom where it says 'Media'
      • Select 'Browse'
      • Select the file then click 'Upload'

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