2.4 - QC - Field Reports

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.

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
1.	Open Field Reports from the main Quality Control menu.	Click image to enlarge.
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.	Click image to enlarge.
3.	Use the filter panel to search for the Field Reports you would like to review.	Click image to enlarge.
4.	Mark the box next to a single report and select Preview Report.	Click image to enlarge.

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.

Click image to enlarge.

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
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.

Click image to enlarge.

How to Finalize or Create a Draft Field Report

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

Step

Description

Example

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.

Click image to enlarge.

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.

Click image to enlarge.