Determining the Report Out Participant Format

In a submission form, issues and attendance can be captured in three different ways: (1) as a general group, (2) by individual attendees, or (3) by a representative for various groups (e.g., departments, units, wards, etc.).

1. General update – choose this option if updates are not required by each and every invitee in the list. In the submission form, this option displays as a single Notes field in the Report Out section that can be used to capture general updates; individual invitees will not be listed and attendance will be captured as one of three options: Full attendance, Partial attendance and Low attendance. This is typically used for shift huddles, where attendees would differ every shift. See Reporting Out a Simplified Attendance ListSee Reporting Out a Simplified Attendance List page in the user guide to see how this option appears on the submission form.
   1. Select General Update.
   2. In the Invitees field, begin typing to select the users that should receive the1 meeting invite.
2. Attendee update – choose this option if updates/issues are required by each attendee in the list.

   Note: If a user group is selected, each eligible user in the user group will be listed in Report Out section. Attendance will be captured by user. See Full Attendance List (page 1)See Full Attendance List page in the user guide to see how this option appears on the submission form.

   1. Select Attendee Update.
   2. Click the link to select user(s) or user group(s) to added as huddle attendees and will receive the meeting invite.
   3. Note: Once you've selected all the attendees, you can drag and drop the names to determine the order that the list appears in the submission form.
3. Representative update – choose this option if you want to capture updates by a department, unit, ward, title, etc. Represented groups are first created and then the invitee list can include a group of people, such as a department or unit via user groups, and/or individual representatives by selecting users. Attendance will be captured for each represented group. See Full Attendance List (page 1)See Full Attendance List page in the user guide to see how this option appears on the submission form.
   1. Select Representative Update.
   2. Click Add to type in a group names, e.g. ER Unit.
   3. In the Invitees field, begin typing to select the users that should receive the meeting invite.
   4. To determine the order that the list appears in the submission form, drag and drop the group names.