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About
Field workers are often required to submit a report before they leave a jobsite, and/or are required to submit a report of their daily activities to a project manager.
These types of reports are created in Field - Field Reports area.
There is also a Field Reports area in Quality Control. Reports created in Field-Field Reports can be accessed in Quality Control Field Reports.
While Field Reports can be e-mailed from Field, a Field Report is not considered Finalized until marked and sent to Delivery as such in Quality Control.
Reviewing Field Reports
To review Field Reports, follow these steps.
Step | Description | Example |
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1. |
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Emailed Field Reports
- If the Field user (who created the report) chose to send an email containing the report, an email ( ) button will be shown on the right end of the table.
- Select the email button to view additional information, such as the timestamp, recipients, and message text for the message.
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Counter-Signing a Field Report
- Reports that have already been digitally signed by the Field user can be signed a second time in QC-Field Reports using the Counter-Sign button.
- If signature graphics are enabled, a countersigned report will display two digital signatures, side-by-side, on the final page of the report.
- If a report has not been signed by the Field user, countersigning the field report will not work. To sign it for the first time, use the Finalize Report option.
To Counter-Sign a Field Report, follow these steps:
Step | Description |
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1. | Select the checkbox for the report you’d like to countersign. |
2. | Select Counter-Sign button |
3. | Enter your Digital Signature Username and Digital Signature Password in the popup. |
4. | Select Sign. |
- After countersigning, a new report will appear in the Field Reports list. You will see the originally signed report as one list item, and the report containing both signatures as a separate item.
- To send either report to Delivery for distribution, you will need to Finalize the report.
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How to Finalize or Create a Draft Field Report
From Quality Control - Field Reports, follow the steps below.
Step | Description | Example |
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1. | Select the checkbox for the report you’d like to Finalize. | |
2.A. | To Finalize a report:
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2.B. | To Create Draft Report:
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