Favorites are quick links to commonly used items that administrator users can add to users' Favorites menu based on their location and/or job title.
How to Set Favorites for Users
NOTE: Only administrator users can set up favorites. If you'd like to have quick-link added to your favorites, please reach out to your organization's iReportSource administrator(s).
Favorites must be set up on the web. Navigate to https://ireportapp.com/login and enter your dashboard.
2. From the menu, go to Settings > Company Division:
3. Scroll down until you see the Favorites section, and click Edit:
4. You can either edit existing Favorites, or scroll to the bottom of the Favorites list and click the Add One button:
5. Fill in all required fields:
Type: Choose from the drop-down - things like Safety Walks, Audits, Documents, and Behavior Observations can be added.
Template(s): Once you've selected the type, if it is something that has templates, you'll select one.
Group/Establishment(s): If you do not select a group, it will be available in all groups. If you do, it will be limited to only those selected.
Area(s): If you do not select an area, it will be available in all areas. If you do, it will be limited to only those selected.
Access Level(s): If you want to limit it by iReportSource user type, select them here. If left blank, all user types would be able to see this (depending on the group/area/job title(s) selected)
Job Title(s): If you do not select job title(s), all job titles will have this on their Favorites. If you do, only those with the selected job titles will be able to see it.
6. You can click Add One to add more Favorites, or click Save when finished.
Accessing Favorites on the To-Do List (WEB)
Favorites are quick-links to the most commonly created observations and documents in your workspace. Administrator users can add them to show up by location, user type, or job title. If you would like a favorite added, please reach out to your organization's iReportSource administrator(s).
Log in at https://ireportapp.com/login and enter your dashboard
2. Right underneath your To-Do list, click on the Favorites tab:
3. Here you will see a list of any Favorites that have been made available to you. Click on the one you want to begin, and you'll be taken straight to it!
NOTE: If there are group(s) or area(s) listed, those are the only ones that were selected for creating these items as a Favorite. If you are missing a location and want to be able to create a Favorite for it, please contact your iReportSource administrator.
Accessing Favorites on the To-Do List (MOBILE)
Log into the mobile app
2. On the footer menu, click Favorites:
3. Here you will see a list of any Favorites that have been made available to you. Click on the one you want to begin, and you'll be taken straight to it!
NOTE: If there are group(s) or area(s) listed, those are the only ones that were selected for creating these items as a Favorite. If you are missing a location and want to be able to create a Favorite for it, please contact your iReportSource administrator.
Need Additional Assistance?
For any questions, please don’t hesitate to contact Customer Success using one of the following methods:
Live chat within the website or mobile app
Email: support@ireportsource.com
Phone: 513-549-3459 x702