For each Template, you set 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, one report per day; for weekly, one report per week.
If you need to submit multiple reports on the same day — for example, when reporting for each visit — set "Allow one person to submit multiple times per day" in the Template.
The same person can then submit any number of reports on the same day.
If you select a field such as the visit destination in "Item to distinguish entries in the list," you will be able to tell reports apart in the list view.
If submission rate tracking is not needed, another option is to set the frequency to "Irregular."
Irregular frequency has no duplication restrictions.
When a frequency is set, the submission rate is displayed. The submission rate is not displayed for Templates with an irregular frequency.
Available Units
You can restrict which organizations are allowed to use a Template. This is a setting that narrows down "the Templates selectable by that organization" based on the organizational hierarchy.
As the number of Templates grows, staff creating reports are faced with more choices, which can cause confusion. If the Templates used by each department are already decided, setting Available Units makes selection easier.
Default Template
You can specify the Template that is selected first when creating a report. If your workflow involves submitting the same report every day, configuring this setting reduces the number of steps required for data entry.
Organizing with Folders
Templates can be organized into folders. Deciding on a classification policy before the number of Templates grows will make management easier.
Related
Tell me 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