A school contact or visiting team member usually submits their own report in the Portal. When they cannot, or when they send the report to you another way, you can enter it for them. You choose the school, choose the visit for a visit report, select the submitter, and then complete the same guided submission they would use in the Portal.
When to Use This
Use this when a school contact or team member sent you a report through another channel, or asked you to submit it for them. The report goes through the same guided process they would have used, including the same confirmation email if your account sends one. If you only need to put a report on file without using the guided process, see Manage a Report Record in the Console instead.
Prerequisites
- You need a current program set.
- You need permission to create reports.
Submit on Behalf of a School or Visiting Team
- Go to Accreditations › School Reports and select Submit a Report. You can also start from the Reports tab on a school or visit by selecting Submit Report, which takes you straight to choosing the contact.
- If you started from School Reports, choose the School:, then choose the Visit: if this is a visit report. Select Continue.
- Choose the person you are submitting for from Select a Contact:. Select Continue.
Result
The guided submission opens and shows only the reports that person can still submit.
- Complete the guided submission steps and fields, just as the person would in the Portal.
Result
Rhythm records the chosen contact as the report submitter. If your account sends a confirmation email for this kind of report, the email goes to that contact, not to you.
Choosing the Right Submitter
The submitters you can choose depend on whether the report is for a visit or for the school directly:
- For a visit report, the list comes from that visit’s team members. If the team has no members yet, or the visiting team is large, someone may be missing because this list shows only its first page.
- For a school report, the list includes every contact for the school’s organization.
Warning
After you choose a contact, the guided submission offers only the reports that contact can submit based on the school’s phase or the visit’s type, and the contact’s role. If none of the reports currently owed match what that contact can submit, the flow tells you there are no available reports for you to submit. If you still need the report on file, record it directly instead; see Manage a Report Record in the Console.
Canceling
If you cancel after choosing a school or visit, Rhythm returns you to that school’s or visit’s page instead of the School Reports overview where you may have started.
Related Reading
To view a submitted report or correct it later, see Find and Open Reports in the Console and Manage a Report Record in the Console. Choosing a submitting contact works the same way you find and pick contacts elsewhere in Rhythm; see Search for and Pick a Contact.