Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Also on this screen you can determine which fields display on the Discrepancy report as well as set fields that should display next to images on Activity reports. You can also set Fields to display in these Report areas from the Activity - Form Designer tab.

 

Image RemovedImage Added

Selecting System Names

...

 You can set the order that the fields display for a given area by choosing, Reorder Fields. A popup will appear with all of the selected fields. You can click and drag the individual fields into the desired order.

Image RemovedImage Added

Display Areas

Filters and Search Results are preconfigured for you. You may always alter this configuration as needed. Below is a list of Display Areas and an explanation as to what part of the system to which they apply.

...

Area NameMetaField AreaExample (Click on an image to enlarge)
Discrepancy Report
  • Use this display area to select the Fields and the Field order for display on the discrepancy report
Image RemovedImage Added
Field Activity Report Search Filter
  • When creating an Activity Report from the Field, these are the fields that you can use to search for Activity records.
Image RemovedImage Added
Field Activity Report Search Results
  • Fields added to this display area will appear when choosing Activities to add to an Activity Report created in Field
Image RemovedImage Added
Field Daily Field Report Filter
  • Allows you to configure the date and technician fields that the system will use to select Activity records to add to the Daily Field Report
Warning

This is preconfigured to use the Technician and Date fields that default on a Form. Be cautious of changing these as this could result in Activity records not being available for selection on this report.

Image RemovedImage Added
Field Daily Field Report Results  
  • When choosing Activity records to include on a Daily Field Report, these Fields will display for each Form to help users choose the correct Activities
Image Added
Field Search Filter
  • After you select Manage Activities in Field, the fields configured here will be available for you to filter your list of Activity records
Image RemovedImage Added
Field Search Results
  • Once you have filtered your Activities in Field (Manage Activities) these Fields will be presented to help you choose the desired Activity
Image RemovedImage Added
QC Activity Report Order
  • Control field display when choosing the order of Activities when generating a report
Image RemovedImage Added
QC Activity Search Filter
  • In Quality Control > Activity, when searching for Activities for a specific project these Fields will be available
Image RemovedImage Added
QC Activity Search Results
  • In Quality Control > Activity, when working with a project, this controls which columns will display
Image RemovedImage Added
QC Discrepancy Report Search Filter
  • After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to set the fields by which you can search for discrepancies
Image RemovedImage Added
QC Discrepancy Report Search Results
  • After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to control which columns display
Image RemovedImage Added
QC Project Search Filter
  • In Quality Control > Activity, when searching for a project, these fields will be available
Image RemovedImage Added
Report Image Metadata
  • Use this display area to choose Fields that will display next to an image on an Activity report or the Activity Discrepancy report
Image RemovedImage Added
Utilities Data Extract
  • In Utilities > Activity Data Extra, this controls what Fields will be available for display on the data extract
Image RemovedImage Added
Utilities Search Filter
  • In Utilities > Activity Data Extract, you can set fields to search for Activity records using this area
Image RemovedImage Added

Utilities Search Results

  • In Utilities > Activity Data Extract, this controls which columns will display
Image RemovedImage Added