Setting Up Mandatory Questions
On the incident report, the only questions that are currently mandatory in order to Save and Close Out Report to Cloud are Incident Date, Incident Time, Patient First Name, and Patient Last Name. To allow resorts more control over which questions are required as part of the incident reporting process, EDGEauditor has implemented a new feature called Mandatory Questions. To use this new feature, it must be first enabled through the manager dashboard.
Manager Dashboard
On the manager dashboard you can access Mandatory Questions by selecting Incident Reports > Mandatory Questions from the side navigation (or by going directly to https://resort.edgeauditor.com/location_accident_questions). You will then see a list of incident report questions you can choose to mark as mandatory.
Go through and select the questions you want patrollers to always complete when filling in an incident report, and then click the green Save button at the bottom of the screen to save your changes.
Regardless of whether you choose to use this new feature, Incident Date, Incident Time, Patient First Name, and Patient Last Name will always be mandatory questions. For this reason, they are hidden from this template.
Important Notes Regarding Mandatory Questions Functionality:
Patrollers and other users can still select save options of Save Incomplete Report to this Device and Save Incomplete Report to Cloud without answering all mandatory questions. This will allow them to save the report as they go (current functionality that exists today).
If an incident report was completed before Mandatory Questions were enabled and that report is Rejected on the manager dashboard or is sitting in the Rejected Reports section of the app, when the incident report is reopened the Mandatory Questions will be enforced.
App - Incident Report
Patrollers will navigate to New Report > Incident Report to start a new incident report just as they always have. All mandatory questions will be marked with an asterisk (*).
If a patroller does not answer a question that was marked as mandatory and selects Save and Close Out Report to Cloud a warning popup will appear. This will inform the patroller that not all mandatory questions have been answered and will include a link to the section(s) where the unanswered mandatory questions are. These questions will be outlined in red so they can be easily identified.