QC - Finalize Reports (All Areas)

Table of Contents

Purpose

The general process of finalizing a report is outlined below. The process of finalizing a report is generally the same across all QC modules.

Report Metadata / Settings

FieldDescription
Starting Report Number
  • Only displays if report numbering is turned on for your organization and this is the first report created for this project
  • Allows you to set the first number for this report type. If no value is added, system will start with 1
  • Enter a whole number from 1-999,999
Report Note
  • Enter a note that will display on the final report
  • Maximum number of characters is 25
Alternate Title
  • Alternate title for the report
  • This field will only display if the report has been configured by your Administrator to allow Alternate Titles
Report Label
  • Select one or more a report labels from the dropdown (not required)
  • Report Labels are controlled by your Administrator
Description
  • You may type in a description
  • Desciption will not display on the report
  • Can be included in the AgilePort file name or emailed report file name

Digital Signature

  • This option will only appear if your Administrator has permitted this type of report to be digitally signed
  • This option will not appear when creating a Draft Report
Digital Signature Username
  • AgileStamp username
  • Can be remembered / default if contigured by your Administrator
Digital Signature Password
  • AgileStamp password
Make Public
  • Allows you to make a report visible (external customer facing) in AgilePort 3.0
Finalize Report & Email (Button)
  • Finalizes the report and opens the email metadata screen
  • Recipients from your Distribution list in Specifications default in the Recipients area (can be removed if needed)
  • Additional email recipients can be added using the Add Recipient button

Email Metadata / Settings

If a report has been configured to allow emailing of the report and the user has rights to email reports, a Finalize Report & Email button will appear at the bottom of the pop up mentioned above. If that is button is clicked, the following pop up will appear.

FieldDescription
From (Full Name)
  • Full name of the person sending the email
  • Will default to the current user's full name
From (Email)
  • Email address of the person sending the email
  • Will default to the current user's email address
Message
  • Email body
  • Defaults to the Report Email Message text defined in Administration
Send Reports To Me
  • If selected, sends a copy of the email to the sender
Add Recipient (Button)
  • Ad hoc recipients can be added to the report distribution list

Recipient List (Grid)
  • Listing of individuals from the Distribution list in Specifications that will receive the report
  • Click the icon in the Recipients column to see who the defined recipients are
  • Removing a check mark from a recipient listing will omit that individual from the email

 

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