Summaries is a feature that uses AI to aggregate and review submitted reports.
Overview
No setup is required. Weekly and monthly summaries are created automatically. There is no settings screen for creating summaries.
Specifications
When summaries are created
- Weekly…Created every Monday morning for the previous week
- Monthly…Created on the morning of the 1st of every month for the previous month
Conditions for summaries to be created
At least 2 reports per member are required during the period. Summaries will not be created for members who have submitted only 1 report.
In addition, periods where only reports from irregular Templates were submitted are excluded from summaries.
Summary units
- By member…One summary spanning all of that member's Templates. Members who have submitted reports using 2 or more Templates will also have individual summaries added per Template
- By organization…Summarizes the By member summaries further for each Organization the member belongs to
Display
Use the monthly navigation and the weekly/monthly toggle to select a period. The body of a summary can be displayed translated into the viewing language, and you can also switch back to the original text.
What else you can check
- You can view a list of unread Team Reports. All unread reports are displayed regardless of time period, and only Report types with unread items are shown
- You can view a list of Files attached to Team Reports
How to use
Check unread team reports in a list
https://teachme.jp/8/manuals/49955188
Check the attachments of team reports in a list
https://teachme.jp/8/manuals/49955185
View report summaries
https://teachme.jp/8/manuals/49955026