Site Visit Report Template Maps

For a site to be able to use the Site Visit Report Tool, the administrator needs to map the Site Visit Report Template to the project for each Visit Type using this module. To get to this module, the administrator clicks the Project tab > Project Tables menu item and then Site Visit Report Template Maps.

 

To add a record, select Active Records and click or edit a record, click , which opens the Site Visit Report Template Map module.

 

Users can filter the records on Active, Inactive, or All as well as Search for a word or string in the record. To remove all search options, click the button.  

 

Click to return to the Project Tables page.

 

Columns can be sorted  in ascending or descending order by clicking the column heading.

 

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

 

 

 

 

Field

Description

Visit Type*

This column lists the time frames that a report is available.

Country*

This column lists the country that a report is available or Any Country if no specific country is defined. If a country is defined, then the template will only be available for that country.

Template*

This column lists the template that a report is available.

Comment*

This column lists notes related to the report.

 

* Click the column heading to sort in ascending or descending order.