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FieldDescription
Starting Report Number
  • Only displays if report numbering is turned on for your organization and this is the first report created for this project
  • Allows you to set the first number for this report type. If no value is added, system will start with 1.
  • Enter a whole number from 1-999,999
Report Note
  • Enter a note that will display on the final report
  • Maximum number of characters is 25
Alternate Title
  • This field will only display if the report has been configured by your Business Administrator to allow Alternate Titles
Report Label
  • Select a Report Label from the dropdown
  • Report Labels are controlled by your Buisness Administrator
Description
  • You may type in a description
  • Desciption will not display on the report
  • If your firm uses AgilePort, the Description can be used as part of the file name when your report is published
Digital Signature
  • This option will only appear if your Administrator has permitted this type of report to be digitally signed
  • This option will not appear when creating a Draft Report

 

Discrepancy Reports

An Activity discrepancy report contains discrepancies found identified in Activity records. The fields that display on the report itself can be modified by your MetaField Administrator.

  • A discrepancy report can only be generated from Quality Control 
  • The discrepancy report lists discrepancies found on a single project, grouped by the status open or closed. 
  • You can choose which discrepancies appear on the report by selecting the discrepancies item(s) first.
  • If no discrepancy items are selected, all discrepancies will appear on the report.

Creating a Discrepancy Report 

StepDescriptionExample
 Open Quality Control and select your project. Then choose Discrepancy Report 
2.

Select the Activities you want displayed on your report.

You can filter your discrepancies by the fields that are added to the filter panel at the top of the screen.

Warning
iconfalse

If no discrepancies are selected, all discrepancies will be added by default

 
3.Select on of the appropriate Report buttons,complete any Report metadata requested.