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After selecting the Field Reports menu button from the main Field menu, simply click the Create Report button.  A pop up will display where you can select the type of report you want to create.

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After selecting the type of report, you'll be directed to the report filter page for the specific field report that was selected. By default your current project and today's date will be filtered. You can use the search icon next to the project name if you would like to create a field report for a different project. If you have not been working in a project you will be required to search for one. Select the Search Projects button.

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Tip

If you are creating a Daily Field Report, you can select All for the technician to run a report summarizing all of the field activities for all technicians.

When using the date picker, any date appearing with a white number indicates there were records / activity for that day.


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After selecting your date and technician, screens similar to the following will appear if you are creating a Daily Field Report.  The screens for other reports will be similar in that you will be required to select certain activities that should appear on the report.


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  • Main report section screen
  • Remove the check box to exclude the section from a report
  • Overall report comments / narrative can be supplied in the Overall Comments field
  • Main sub-section screen
  • Accessed by clicking on the main section button
  • Remove the check box to exclude the sub-section from a report
  • Comments / narrative for the section can be supplied in the Comment field
  • Sub-section details screen
  • Access by clicking on the sub-section button
  • Informational only

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FieldDescription
Description
  • Optional free form description of the report being created
  • Saved as part of the report metadata
Notes
  • Optional note appearing on the report in the header
  • Limited number of characters available
Alternate Title
  • If allowed in report administration settings, an alternate user-defined title can be provided at the time of creating the report
Report Label
  • Optional
  • Select the label appropriate for how your firm has implemented labels
Include Discrepancy Log
  • Available when creating an Activity report
  • A current discrepancy log can be optionally included as part of the report
  • The discrepancy log by default will include all discrepancies logged against the project. Discrepancis can optionally be hidden from the log by unselecting the Activity Group/Form.
Capture Field Signature
  • If allowed in report administration setting, a field signature can be captured.
Digitally Sign Report
  • If allowed in report administration settings, the field report can be digitally signed
  • An additional username and password will need to be supplied when selecting this option
Send Email
  • Allows for a report to be transmitted from the field via email
  • System will check to ensure SMTP server settings are defined in the Administration module first
FieldDescription
From (Full Name)
  • Full name of the person sending the report
From
  • Email address of the person sending the report
To
  • Email address(es) of the individual(s) the report is being sent to

Tip

If a Distribution List is defined in Project Specifications, the email addresses defined there will default into the To field.


Message
  • Message body of the email
Copy Me
  • Sends a copy of the email to the email address in the From field


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Clicking the Preview button will generate a report for you to preview, but it won't save the report.

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Reports previously created in the Field Reports module can be viewed on a mobile device.  Simply click the View Existing Reports button from the main Field Reports menu.

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A filter screen will display that allows you to filter previously created field reports by Technician, Report Type and Report Date.  Selecting a report in the reports list will download a copy of the report PDF file to your mobile device and display it.

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