Configuring Author report sections

If you are an administrator, you can add new sections to corporate reports and configure them for all other users.

Adding a corporate report section

You can build a corporate report with different sections or chapters from within that report and configure the template or question type for that new section for other users. You can choose between two types of questions, editor or survey:

• Editor questions A Word document style text editing field.

• Survey questions Multiple-choice questions, survey, lists, pre-formatted tables, and various other templates.

1. In a corporate report in Author, right-click the report title or existing section and select Add Section.

Note

If you are an Administrator, you are switched over to the Viewing as Administrator view when adding a new section so that you can configure the settings for that section.

2. In the New Section field, enter a name for your new section.

3. (Optional) In the Description field, enter a description for the new section.

4. (Optional) In the Section Intro Text section, select an Info Panel tab, and in the Header Text field, enter a heading or a question to add information and guidance for that subsection. For further information, go to Adding info panels to corporate reports.

5. In the Select Question Type section, select the question type for that new section. For further information, go to Configuring editor questions or Configuring survey questions.

6. Select Save.

Configuring survey questions

In a survey question, you can configure the section to have multiple-choice questions, numerical inputs, dropdown lists, or pre-formatted tables. You can configure the response fields to accept only the type of content that is required, for example numerical or multiple-choice selections. The response field does not accept any content type that has not been configured by the administrator.

After you configure the section, you can select the Switch View icon to check the new question from the contributor point of view.

Configuring multiple-choice questions and dropdown lists

You can configure a multiple-choice question or dropdown list to allow a user to select one or many answers.

1. In the Select Question Type section, select Multiple Choice (Select One) for single answer or Multiple Choice (Select Many) for multiple answers or Drop Down List or Searchable Drop Down List for dropdown lists.

2. If you select Multiple Choice (Select One) in Step 1, select the Show Clear Selection Button checkbox to allow users to clear their answer to the question.

3. If you select Searchable Drop Down List in Step 1, select the Enable Multiple Selection checkbox to allow users select more than one option from the dropdown list.

4. In the Maximum Number of Responses field, enter the maximum number of times that a user can answer the same question within the same section. If you enter a value above 1, then when in the Contributor view, a user can select Add response and they can add another answer to that question.

5. In the Choice List tab, in the Add choices for the user to select field, enter an option that a user can select and select Add Choice to List. Additionally, you can add a score to provide weightings to the choice. For example, you can add a score of 1 for No and 2 for Yes. You can also add choices from existing lists using the Auto-Populate List feature which draws choices from your organization structure such as countries or businesses.

Note

If you export a report for a survey, the weighting score does not work.

6. (Optional) In the Add choices for the user to select field, select an answer that you added and select the Delete icon X to remove and an answer.

7. Select Save.

Configuring numerical questions

1. In the Select Question Type section, select Numerical Input.

2. In the Maximum Number of Responses field, enter the maximum number of times that a user can answer the same question within the same section. If you enter a value above 1, then when in the Contributor view, a user can select Add response and they can add another answer to that question.

3. In the Auto Calculation Type dropdown, select the method of calculation for the question and answer. You can select None if no calculation is needed. If you select Custom Calculation, in the Page Calculations field, enter a formula or select the gear icon to create a new formula.

Note

If you require a custom formula, it is recommended that you contact support for a walkthrough of the process.

4. In the Decimal Places field, enter the number of the decimal places that you will allow in the answers.

5. In the Min Value and Max Value fields, enter the minimum and maximum values allowed in an answer, such as 100 for the maximum if you want to use percentages.

6. Select Save.

Configuring editor questions

The key functions and responsibilities in an Editor question, depending on your role, are listed below.

• Users that have been assigned as Contributors are responsible for submitting the requested content.

• Users that have been assigned as Reviewers are responsible for reviewing the content, and either approving the content or returning the section to the contributor for revision.

1. In Author, select the Switch View icon to set the view to Viewing as Administrator.

2. Add a new section. For further information, go to Adding a corporate report section.

3. In the Select Question Type section, select Editor.

4. Select Save.

After you create an Editor question, a Contributor can add content to it. In an editor question, a Contributor is presented with a field that is similar to a Word document. They can use the field and the the toolbar above the field to add text, tables, images, links, comments, and tags. For further information, go to Adding content to Author reports.

Managing corporate report sections

Deleting sections

1. In a corporate report in Author, right-click the report title or existing section and select Delete.

2. In the Deleting Section window, from the dropdown, you must select a reason for deleting a section, such as Section was accidentally created.

3. Select OK.

Changing the order of sections

You can only re-order the sections at the level that you select to re-order.

1. In a corporate report in Author, right-click a section and select Change Order.

2. In the Change Order window, drag and drop the sections to re-order them in the document.

3. Select Update Order and select OK.

4. Close the window to view the new order.

Adding info panels to corporate reports

You can use the Info Panel tabs at the top of an Editor question to provide added guidance and information to users who will be adding content to the corporate report. Regular users cannot edit the information contained in these info panels but they can use them for reference for the information that they need add to the report.

1. After you add a new section or are editing an existing section while in the Viewing as Administrator view, in the Section Intro Text section, select an Info Panel tab to begin adding an info panel and information to it.

2. In the Header Text field, enter a heading or a question for that info panel.

3. In the dropdown beside the Header Text field, select a color for the heading or question. Each Info Panel represents a sub-section that a contributor will add information to.

4. In the field below the Header Text field, enter some information or introductory text relating to the heading or question. Use this field to provide guidance about the subsection and what content a contributor will need to add to it.

5. In the toolbar below the Header Text field, you can use the icons and dropdowns to edit the style of the text and add additional items, such as images or tables, in the field below in the same manner as Word.

6. (Optional) Select the next Info Panel tab and repeat Steps 2 to 5 to add more subsections.

7. Select Save.