QC - Field Reports

Owned by Christy Kolle
Last updated: Jul 22, 2016 by Karl Burkum
Table of Contents

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. Field reports can also be set to bypass QC - Field Reports by using the "Send Field Reports To" setting on the Report Type record. Settings can be changed in the Reports - Settings area (discrete reports) or in Report Designer (custom reports).

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.

Reviewing Field Reports

To review Field Reports, follow these steps.

StepDescriptionExample
1
  • Open Field Reports from the main Quality Control menu.

2
  • Search for your desired project. Once you have found the project, click on View Reports
  • If you were previously working with a project, this project will appear by default. To switch projects, select the Change Project button.

3
  • Use the filter panel to search for the Field Reports you would like to review.
  • Use the Save Filter function to save filters that are used extensively.


4
  • Mark the box next to a single report and select Preview Report.


 

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.
  • If the email fails to be sent from Field, the report will still display in Quality Control, but the email button will not display. Field users will also be notified of the failing e-mail.  Note that the system is unable to report unsuccessful delivery of an email.  Any delivery failures would be reported in the sender's email account Inbox.
  • Select the email button to view additional information, such as the timestamp, recipients, and message text for the message.
  • Upon finalizing a Field Report that was previously sent via email, an option to set the report as "Delivered" when sent to Delivery is presented. Choose this option if you do not plan on resending the report. 

How to Finalize or Create a Draft Field Report

From Quality Control - Field Reports, follow the steps below.

StepDescriptionExample
1.Select the checkbox for the report you’d like to Finalize. 
2.A.

To Finalize a report:

  • Select Finalize Report. 
  • Complete the required fields in the popup
  • Once finalized, the report will be available in Delivery.


2.B.
To Create Draft Report:

  • Select Create Draft Report
  • Complete the required fields in the popup
  • Once saved, the report will be available in Quality Control - Draft Review.