C.A.T.S Mobile-How to Reset a Weekly Summary in C.A.T.S? – Synergistix

Purpose

This article provides step-by-step instructions to reset a Weekly Summary for a representative in the CATS system.

Confirm Weekly Summary Submission:
- Ensure that the Weekly Summary has been submitted. All Quick Tasks will appear greyed out if submitted.
Obtain Week Ending Date:
- Identify the week-ending date for the Weekly Summary the representative wants to reset.
Log into Help Desk Environment:
- Access the Help Desk environment for the specific client.
Navigate to CATS Console:
- Once logged in, go to the C.A.T.S Console section.
Access Roster Maintenance:
- Tap on Roster Maintenance to proceed.
Search for the Representative:
- Enter the name of the representative in the search field to locate their profile.
Select the Desired Profile:
- Once the representative’s profile appears:
  - Tap on the blank square to the left of the profile.
  - A checkmark will appear in the box, indicating the profile has been successfully selected.
Reset Weekly Summary:
- Tap on the "Reset Weekly Report" button to initiate the reset process.
- Select the desired week-ending date.
- Tap on "Reset" to confirm.
Sync Changes:
- Instruct the representative to sync their CATS application to ensure the reset changes are reflected successfully.
Post-Transmission Actions:

After the transmission is successful, the representative will be able to edit and resubmit the Weekly Summary report.
Note: After the representative submits, he/she will need to transmit again to complete the report submission.