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- From the search pane, you will see several search options.
- At least one search field must be completed prior to selecting Search.
- You must perform a search before any Draft Reports will appear
Field | Description |
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| - Lists of all Report Types available in MetaField
- Select one or more reports
- If no reports are selected, all reports are returned
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Project Number | - Allows you to enter a complete or partial project number
- If left blank, will search for all projects
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Project Manager | - List of all users
- Looks at the project manager from the project system
- Default is all project managers
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Draft Report Creator | - List of all users
- Select the person who originally created a report
- Default is all users
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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
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Start / End Date | - Enter dates that correspond to when the report was created in the system
- If left blank, will search for all dates
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Rejected Status | - Allows you to search for reports that have been Rejected, Not Rejected or All
- Default is all
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Above the search panel, you can access the Dashboard and Delivery directly.
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After searching for reports, you can open the reports for in order to Finalize them by selecting the Review Draft Reports button.
Step | Description | Example |
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1 | Go to Quality Control and open Draft Reports | Image RemovedImage Added |
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. | Image RemovedImage Added |
5 | Working in with the Report viewer Control | DescriptionExample |
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Close | - Closes the PDF viewer window
Image Removed | 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
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| Previous / Next | Image Removed | 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.
| Image Removed | 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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Deleting Reports, Viewing Project in Quality Control and Rejected Reports
Control | Description | Example |
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X | - Permanently deletes report from the system
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Image Modified | - Select this icon and you will be brought to the Quality Control section from where this report was generated
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Image Modified | - This icon signifies that the report was previously rejected
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