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- Main report section screen
- Remove the check box to exclude the section from a report
- Overall report comments / narrative can be supplied in the Overall Comments field
| - Main sub-section screen
- Accessed by clicking on the main section button
- Remove the check box to exclude the sub-section from a report
- Comments / narrative for the section can be supplied in the Comment field
| - Sub-section details screen
- Access by clicking on the sub-section button
- Informational only
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Creating / Previewing / Saving / Emailing a Report
The final step in creating a Field Report is to save it and optionally email it. The following parameters are available when performing this step.
| Field | Description |
|---|
| Description | - Optional free form description of the report being created
- Saved as part of the report metadata
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| Notes | - Optional note appearing on the report in the header
- Limited number of characters available
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| Alternate Title | - If allowed in report administration settings, an alternate user-defined title can be provided at the time of creating the report
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| Report Label | - Required
- Select the label appropriate for how your firm has implemented labels
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| Include Discrepancy Log | - Available when creating a Special Inspection or Simple Special Inspection report
- A current discrepancy log can be optionally included as part of the inspection report
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| Digitally Sign Report | - If allowed in report administration settings, the field report can be digitally signed
- An additional username and password will need to be supplied when selecting this option
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| Send Email | - Allows for a report to be transmitted from the field via email
- System will check to ensure SMTP server settings are defined in the Administration module first
| Field | Description |
|---|
| From (Full Name) | - Full name of the person sending the report
| | From | - Email address of the person sendign the report
| | To | - Email address(es) of the individual(s) the report is being sent to
| Tip |
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If a distribution list is defined in Project Specifications, the email addresses defined there will default into the To field. |
| | Message | - Message body of the email
| | Copy Me | - Sends a copy of the email to the email address in the From field
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Image Added
Clicking the Preview button will generate a report for you to preview, but it won't save the report.
Clicking the the Submit button button will save the Field Report to the Quality Control module in MetaField for review and optionally email the report if the user chose to also email the report.Image Removed
Viewing Existing Reports
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