Settings is where your agency's preferences and rules live.
Open Settings
- From the menu, click Settings.
You will see a sub-menu with each area:
- Overview — a summary of your agency's settings.
- Preferences — agency-wide options like time zone and validation strictness.
- Form Configuration — which fields appear on a PCR for your agency.
- Workflows — the steps a PCR goes through after it is submitted.
- Quality Improvement — quality rules for your PCRs.
- QA Workflow — how reviewers work through PCRs.
- Audit Logs — a log of changes across the agency.