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| Step | Description | Example | |||||
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| 1. | Open Quality Control and select your project. Then select the Discrepancy Report button found beneath the filter panel. |  | |||||
| 2. | Select the discrepancies 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.
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| 3. | Select on of the appropriate Report buttons, complete all required Report metadata. Your created report will now appear in Delivery. |  |
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Creating Batch Activity Reports
There are times where it is helpful to create Reports for multiple activities at the same time. You can do this using the Create Batch Report button above the activity grid. Simply mark the activities you want to report and click the Create Batch Report button. A preview window will be presented that allows project managers to review and select if each report should be deleted (not approved), saved as a Draft report (Draft Reports QC workflow) or Finalized. Report metadata only needs to be supplied once and is common for ALL reports processed as part of the Batch Activity Report workflow.
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When using this functionality, you are required to select activity records from the same form (i.e. all marked records are Special Inspection forms). |
