Client Config

Here you can select a client and edit their individual Report Pack, Variance or Checklist.

1. Select a client by selecting a row to highlight it. You are only able to select one at a time.

2. Edit Report Pack – select this option to display the Edit Report Pack screen for the client selected in the grid and make changes to Report Packs for that client only.

3. Edit Variance – select this option to display the Edit Variance screen for the client selected in the grid and make changes to the Variance for that client only.

4. Edit Checklist – select this option to display the Edit Checklist screen for the client selected in the grid and make changes to the Checklist for that client only.

Any changes you make using these screens will apply to that client only; the templates will not change.