Page Comparison

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Table of Contents

Table of Contents

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Field	Description
Report Type	Lists of all Report Types available in MetaField Select one or more reports If no reports are selected, all reports are returned
Project Number	Allows you to enter a complete or partial project number If left blank, will search for all projects
Project Manager	List of all users Looks at the project manager from the project system Default is all project managers
Draft Report Creator	List of all users Select the person who originally created a report Default is all users
Report Label	Select a particular Report Label for a report List of Report Labels is maintained by your Business Administrator Default is all Report Labels
Start / End Date	Enter dates that correspond to when the report was created in the system If left blank, will search for all dates
Rejected Status	Allows you to search for reports that have been Rejected, Not Rejected or All Default is all

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Step

Description

Example

1

Go to Quality Control and open Draft Reports

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2

Enter your search criteria

3

Select the reports you wish to review and click Review Draft Reports

4

A PDF viewer will open with the first selected report displayed. To move through each report, select the Next and Previous buttons.

5

Working in with the Report viewer

Control

Description

Example

Close

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

Previous / Next

Use these buttons to navigate among reports
Tip
title Multi-Page reports
If you report is multiple pages, use the scroll bar on the right to view each page.

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.

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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Control	Description	Example
X	Permanently deletes report from the system
	Select this icon and you will be brought to the Quality Control section from where this report was generated
	This icon signifies that the report was previously rejected

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