Fax Manager & Reports


Cover the Fax Manager Review Session and the Reports Review Session to gather necessary information and identify any gaps.


Review the standard  WebChart workflows and gather information needed for system setup of the Fax Manager and any needed reports.

Agenda - 2 Hours

  • Demonstrate Faxing
    • System Configuration
      • Load Fax Coversheet(s)
      • Inbound Fax Queue
      • Outbound Faxing
      • Configure Fax Queue Permissions, User Preferences, and Security Settings
  • Demonstrate Reports
    • System Configuration
      • Configure Reports
      • Pivot Report Access
      • Report Restrictions


Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configuration, update percentage complete and dates on project plan, and prepare for subsequent meetings.

WebChart Documentation

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