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Near the search panel, you can access the Dashboard and Delivery directly.
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Reviewing Draft Reports
After searching for reports, you can open the reports for in order to Finalize them by selecting the Review Draft Reports button.
Step | Description | Example |
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1. | Go to Quality Control and open Draft Reports | Click image to enlarge.
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2. | Enter your search criteria | Click image to enlarge. |
3. | Select the reports you wish to review and click Review Draft Reports | Click image to enlarge.
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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. | Click image to enlarge. |
5. | Working in with the Report viewer Control | Description | Example |
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Close | - Closes the PDF viewer window
| Click image to enlarge. | 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
| Click image to enlarge. | Previous / Next | | Click image to enlarge. | 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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Click image to enlarge | 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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Deleting Reports, Viewing Project in Quality Control and Rejected Reports
Control | Description | Example |
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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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