Is there a report to track a series of questions we have set (under agreements) for all visitors to answer?

This is an optional part of the NDA report that needs to be configured in the custom report center.

To configure this report, go to:

  1. Home> Report Center> Custom Report Builder> Select NDA Report and hit "Edit"
  2. In the text field View Record, enter ScnBasedTrnVisitRep then hit "Save"
  3. Go to Visit Reports> Step#1> NDA Report> Select a date after the NDA expires.
  4. In Step #3, select Detailed Report> Hit "Preview Report" 
  5. Select a person record from the list> then hit "View Record" from Step #3
  6. A window will pop up and display the NDA