2. Report template - Creating a report template

2. Report template

The second step in creating checklists

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• INNHOLDSFORTEGNELSE
  • Creating new report templates
  • Field explanations report template
    • Type
    • Code
    • Description
    • Default responsible
    • Default deviation type
    • Default deviation type responsible
    • Hide PDF
    • When recurring
    • Enable functions
      • Navigation bar
      • Index
      • Editable control time
      • Multiple deviations
      • Check off remaining
      • Revision

Creating new report templates

Via 'Settings -> Report templates' you can create and manage report templates.

Under each report template you can create a checklist.

Each report template is the basis for a checklist, and can have its own settings.

Field explanations report template

Type

Report template type the report template should belong to

Code

Short code used in fields and can be used in reporting

Description

Name of the checklist

Default responsible

Fetches users from the personnel/user list where you can set a default person responsible for the checklist

Default deviation type

If deviations can be created in the checklist, you can set which deviation type should be the default

Default deviation type responsible

Fetches users from the personnel/user list where you can set a default person responsible for the deviation

Hide PDF

Used to hide the PDF in the individual/tag report that extracts all documents from an individual/tag

When recurring

Option to enable that N/A statuses and comments/values are carried over to the new checklist if the checklist belongs to a recurring order/checklist

Enable functions

Navigation bar

Green boxes and arrows at the bottom of the page that make navigation easier on large checklists

Index

A table of contents that gathers all headings in the checklist into a table of contents at the top of the checklist when the checklist is shown digitally on the tag/object, for easier navigation

Editable control time

Option to set your own time for when a checkpoint in the checklist is done

Multiple deviations

Being able to create deviations several times from the same line in the checklist

Check off remaining

Gives the option to complete or close all fields in the checklist

Revision

Shows the number of the revision, as well as the date of the last revision

Next step: 3. Report template - The checklist's content