Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • shows any related documents to each lot and the status of those documents.
  • shows the percentage complete for each lot.  The percentage complete for all Closed Lots should be 100%.
  • allows you to access the Lot simply by clicking on the lot number.
  • allows you to access related documents by clicking on the link to the relevant document.

 

 Outstanding Lots

 

The Outstanding Lots Report shows all Lots that are open or overdue.  It also:

...

To use the Quality Report:

1.Click on Activities

2.Click on Reports drop down

3.Select Quality Report

Image Added

4. Choose the document type you wish to report on

Select the status if required

Add by selecting from the dropdown menu

5. If required select:

  • the status you wish to report on
  • criteria for Due From, Due To, Created

...

  • To and Created
  • any special fields you want included in the report

Image Removed Image Added

6. Once all criteria has been entered, click Search or Open in Excel if you wish to export the data.

Image Added

7. The Report will display, showing field data as selected and all related documents.

Image Added