Panel Options

The creator of the Site Visit Report Template selects the choices that will appear on the electronic report for each question that has been selected as a panel response on the Panels tab. The panel options that are selected will be used for all the panel response questions in the template. If some questions require different panel choices, then consider using the drop down list option on the Panels tab.

 

Additional tabs are available including Template, Tabs, Sections, Panels, and Report Options.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

Field

Description

Show Action Field

A check in the box will show the action field on the Site Visit Report Panel. See Panel Example.

Panel Choices

The user selects the options to appear on the electronic monitoring report by placing a check in front of the following choices:

  • No

  • Not Applicable

  • Not Done

  • Pending

  • Yes

 

Button

Description

Clicking the button will save the current template and create a new unpublished version of this template. The name of the new template will be set to "Copy of" plus the name of the current template. All of the sections, panels, and fields will be copied from the current template to the new template. The current template will be closed and the new template will now be displayed in edit mode.

Clicking the button will open the template to provide a visual. The blank Site Visit Report will be downloaded to the user’s browser as a PDF document.

  • If the template has not been published, the current values of the sections, panels, and fields will be used to create the blank Site Visit Report.

  • If the template has been published, the values of the sections, panels, and fields at the time the template was published will be used to create the blank Site Visit Report.

Clicking the button prevents changes once it is in use. Once the template is published, it can no longer be edited. If changes are needed, the published version and make changes, then this new template. Each published template carries the current UTC date and time as part of its name. The new template must be mapped again in the Project tab, Project Tables menu item, for Site Visit Report Template Maps.