Free Template: Status Reports & Health Indicators

Homepage discussions Free Templates Forum Free Template: Status Reports & Health Indicators

This topic contains 1 reply, has 2 voices, and was last updated by Profile photo of ron bolzern ron bolzern 6 months, 1 week ago.

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  • #24308
    Profile photo of Freddie Gipson
    Freddie Gipson
    Participant

    (1) Is it necessary to add a new status report on a weekly basis to see the overall health (Red, yellow, green) of the project as it progresses or will the current one on the Home page be updated automatically?

    (2) Where can we find instruction/direction on how to utilize the Status Report Page and the purpose of the available fields? The videos do not go into that detail.

    (3) I read a couple of posts where SP Designer was mentioned. Will I need to use Designer to make the necessary changes to get the status updates to work?

    #24309
    Profile photo of ron bolzern
    ron bolzern
    Participant

    Yes, you create a new progress report every period (weekly if that’s your preference), and the home page reflects the latest entry.

    I’m not sure why BrightWork have left the web address and description fields showing, as all you need to set are the Indicator fields and url & description fields will be set automatically.

    If you want to hide those, you can edit the forms in Infopath, or place a script-editor web part on the forms and include some javascript to hide the relevant fields.

    I could be wrong, of course, and BrightWork might have a valid reason for leaving those forms displaying.

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