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About
Activity reports are created by your MetaField Administrators. A unique report must be created for each Form in order for a report to be generated from Quality Control.
Your MetaField administrators can configure the following on reports:
- Fields and Field Order on reports
- If report should be orientated Landscape or Portrait
- Report title and Legal Text (Activity reports can have different titles based on where the report is being generated from Quality Control of Field)
Adding Activities to Reports
Only records in the status of Complete can be added to an Activity report. If needed, make sure you update the status before you try to create a report.
To create a report, select one or more Activities in the status of Complete with the same form name and choose one of the report buttons: Preview Report, Create Draft Report, Finalize Report.
If you selected more than one Activity you will receive a popup that will allow you to set the order in which your Activities will appear on the report.
Finalized Report Metadata
When finalizing a report, a pop up will appear containing the additional report metadata outlined in the table below.
When an Activity report is finalized, all Activity records that were added to the report will automatically be marked as reviewed.
Field | Description |
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Starting Report Number |
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Report Note |
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Alternate Title |
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Report Label |
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Description |
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Digital Signature |
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Discrepancy Reports
An Activity discrepancy report contains discrepancies identified in Activity records.
- The fields that display on the report itself can be modified by your MetaField Administrator.
- A discrepancy report can only be generated from Quality Control.
- The discrepancy report lists discrepancies found on a single project, grouped by the status open or closed.
- You can choose which discrepancies appear on the report by selecting the discrepancy item(s) first.
- If no discrepancy items are selected, all discrepancies for that project will appear on the report.
Creating a Discrepancy Report
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. | |
3. | Select on of the appropriate Report buttons, complete all required Report metadata. Your created report will now appear in Delivery. |