Edit and delete Required Report Types after they’re created

Users who set up Required Report Types (e.g. “Inspection Report”, “Warranty Document”) in service settings can create new types and remove them from a specific service, but there is no way to change an existing type’s name, description, report type (file / link / Spectora), or Internal Only / Primary Only options. There is also no way to delete a Required Report Type from the company entirely, so mistaken or obsolete types stay in the list and can still be added to other services.

Why it matters: Admins and anyone configuring services need to correct mistakes and retire unused report types without leaving clutter or confusion.

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Upvoters
Status

Canceled

Board
💡

New Features

Tags

[User] Refinement

Date

About 2 months ago

Author

Ryan Wagner

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