After Action Reports
Period Reports are an amazing way to gain top-level analytics for a specific events or a certain amount of time.
Viewing and Sharing a Report
Navigate to Records > Periods in the left side menu.
In the field labelled Description, give a short explanation for the report.
In the field labelled Contact, select the phone numbers of the people you would like to grant access to the report. After Action report data is very powerful. As such, we have implemented this feature to ensure that only those whom are granted access will be able to view this sensitive information. You can add contacts under Records > Contacts; the ability to view these reports does not hinge on an ALO account.
In the field labelled Expiration Date, you can choose a time period after which they will no longer have access to the report (if you wish).
Send this link to your desired parties! They will need to verify their phone numbers in order to view the report.
Creating a Period
Navigate to Records > Periods in the left side menu.
Enter the Name of the your Period so that it is easily identifiable.
Scroll to the bottom of your report, and select Create.
Updating a After Action Report
Navigate to Records > Periods in the left side menu.
Edit your form.
Press the Update button to save your progress.
Adding Period Markers
Period markers can help provide richer context on a period report. These can be used to determine show important events that happen during a period (such as: Doors open, Doors close, Guests vacate the building) and are as easy as creating a task.
Select to Actions in the left side menu.
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