Purpose
The general process of finalizing a report is outlined below. The process of finalizing a report is generally the same across all QC modules.
Report Metadata / Settings
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| Field | Description |
|---|
| 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
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| Report Note | - Enter a note that will display on the final report
- Maximum number of characters is 25
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| Alternate Title | - Alternate title for the report
- This field will only display if the report has been configured by your Administrator to allow Alternate Titles
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| Report Label | - Select one or more a report labels from the dropdown (not required)
- Report Labels are controlled by your Administrator
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| Description | - You may type in a description
- Desciption will not display on the report
- Can be included in the AgilePort file name or emailed report file name
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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
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| Digital Signature Username | - AgileStamp username
- Can be remembered / default if contigured by your Administrator
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| Digital Signature Password | |
| Make Public | - Allows you to make a report visible (external customer facing) in AgilePort 3.0
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| Finalize Report & Email (Button) | - Finalizes the report and opens the email metadata screen
- Recipients from your Distribution list in Specifications default in the Recipients area (can be removed if needed)
- Additional email recipients can be added using the Add Recipient button
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Email Metadata / Settings
If a report has been configured to allow emailing of the report and the user has rights to email reports, a Finalize Report & Email button will appear at the bottom of the pop up mentioned above. If that is button is clicked, the following pop up will appear.
| Field | Description |
|---|
| From (Full Name) |
- Full name of the person sending the email
- Will default to the current user's full name
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| From (Email) |
- Email address of the person sending the email
- Will default to the current user's email address
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| Message |
- Email body
- Defaults to the Report Email Message text defined in Administration
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| Send Reports To Me |
Recipient List- If selected, sends a copy of the email to the sender
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| Add Recipient (Button) |
| - Ad hoc recipients can be added to the report distribution list
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| Recipient List (Grid) | - Listing of individuals from the Distribution list in Specifications that will receive the report
- Click the icon in the Recipients column to see who the defined recipients are
- Removing a check mark from a recipient listing will omit that individual from the email
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