Editing a Report Card in the PWS Application

Editing a Report Card in the PWS Application

Introduction

You can edit a Report Card by modifying the Data Sheets used in its calculations. Any updates will be reflected in the recalculated Practice Wellness Score.

Steps to Edit a Report Card

Option 1: Edit from the Report Card List View

  1. Click the "Reports" menu item in the navigation bar.
  2. Click the Edit (pencil icon) next to the Report Card.

Option 2: Edit from the Report Card View Page

  1. Open the Report Card you want to edit.
  2. Click the "Edit" button.

Editing the Data Sheets

  1. You will see a list of Data Sheets used in the Report Card.
  2. Click the Edit (pencil icon) next to a Data Sheet.
  3. Modify the Marker Values as needed.
  4. Click Save.
  5. Repeat steps 1-4 for any Data Sheets that require changes.
  6. Once finished, click the "Generate" button to recalculate the Report Card using the updated values.

✅ The system will redirect you to view the updated Report Card.

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