Sections

The Sections tab provides a way to separate the Site Visit Report Templates into different parts and order those parts by clicking the up or down arrows. Each section can be added by clicking , or edited by clicking , which opens the Site Visit Report Section module. Additional tabs are available including Template, Tabs, Panels, Panel Options, and Report Options.

 

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

 

 

 

Field

Description

Section

This column lists the sections in the order that they will appear on the report.

Type

This column indicates whether the section is a Panel or a Sub-report.

Description

This column shows the description given for this section.

Reorder

The two arrows move the fields up or down for placement on the report. The first row will be the column to the far left. This column will be hidden if the current template is published.

 

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Clicking the button will save the current template and create a new unpublished version of this template.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.