For each Template, you can configure the submission frequency and the organizations that can use it.
Submission frequency
Choose from daily, weekly, monthly, Custom (any period), or irregular.
Only one report per Template is allowed within the same period. For daily, that means one report per day; for weekly, one report per week. If you need to keep multiple reports within the same period, use a Template with the frequency set to "irregular." There are no duplication restrictions for irregular Templates.
When a frequency is set, the submission rate will be displayed. The submission rate is not displayed for irregular Templates.
Available Units
You can restrict which organizations are allowed to use a Template. This setting narrows down "the Templates available to an organization" based on the organizational hierarchy.
As the number of Templates grows, staff creating reports will face more choices, which can lead to confusion. If specific Templates are designated for each department, setting Available Units makes it easier to find the right one.
Default Template
You can specify which Template is selected by default when creating a report. If your workflow involves submitting the same report every day, configuring this setting will reduce the number of steps required.
Organizing with Folders
Templates can be organized into folders. Deciding on a classification policy before the number grows will make management easier.
Related
Learn about Template Management
https://help.communication.teachme.jp/hc/en-us/articles/61437894435353
How to
Set which organizations can use a template
https://teachme.jp/8/manuals/49954858
Set a default template
https://teachme.jp/8/manuals/49954861
Create, edit, and delete template folders
https://teachme.jp/8/manuals/49954874
Change the folder of a template
https://teachme.jp/8/manuals/49954893