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Table of Contents
Table of Contents

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StepDescriptionExample
1.Go to Quality Control and open Draft Reports


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2.Enter your search criteria
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3.Select the reports you wish to review and click Review Draft Reports


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4.A PDF viewer will open with the first selected report displayed. To move through each report, select the Next and Previous buttons.
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5.

Working in with the Report viewer

ControlDescriptionExample
Close
  • Closes the PDF viewer window

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Finalize
  • Select this button if the report is approved.
  • This button will allow for a Digital Signature to be added to the report.
  • Once approved, the report will move out of Draft Reports to Delivery
  • You will only need to supply your credentials once while this PDF viewing window is open
  • After Finalizing a report, you will see Accepted: YES in the upper left

 


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Previous / Next
  • Use these buttons to navigate among reports

    Tip
    titleMulti-Page reports

    If you report is multiple pages, use the scroll bar on the right to view each page.


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Reject
  • Use this button to signify that the report has been rejected
  • Rejected reports remain in Draft Reports.
  • Upon Rejecting a report, you will have the option of adding a note to the report.
    This note is for internal communication and only displays when Reviewing a Draft Report.
  • After Rejecting a report, you will see Accepted: No in the upper left

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Viewing Rejected Notes
  • If a report has previously been rejected and notes where added an icon will appear next to Accepted: No.  
  • Hover over this icon to expose the notes.
  • Click the Icon to edit the notes.

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ControlDescriptionExample

 X

  • Permanently deletes report from the system

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  • Select this icon and you will be brought to the Quality Control section from where this report was generated

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!

  • This icon signifies that the report was previously rejected


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