Site Visit Report Panel

This module allows the creator of the Site Visit Report Template to build each question that will appear under each section of the report. Some sections may contain questions that have multiple parts. For these sections, the creator of the template will select the Type to be Multiple Fields. For all other sections, the Type is Single Field. Below is an example of an annotated Site Visit Report showing a section with single field panels and a section with single and multiple field panels. After clicking , if Multiple Fields were selected, then the Fields tab will appear, which will allow the Template creator the ability to add several questions to this portion of the report. If the panel is linked to a template that has been published, the record will be read only.

 

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

 

 

Adding a New Field to a Panel

 

 

 

Editing a Field in a Panel

 

 

 

Editing a Field in a Panel When Type is Multiple Fields

 

 

Example of a Site Visit Report - annotated

 

 

 

Field

Description

Site Visit Report Panel

 

Section

The user can select from the list of active Sections for the current template with the Type set to Panel. This field is required.

Type

The user can select from the following choices:

  • Multiple Fields

  • Single Field

This field is required when adding a record, otherwise it is read only.

Panel Name

This field will be hidden if the Type field is set to Single Field. If visible, it is required and can hold up to 50 characters.

Field

This field is visible only when the Type field is set to Single Field. The user can select from the list of active Site Visit Report fields from the Site Visit Report Fields page. This field is required.

Panel ID

This field will be visible if the Auto-Assign Panel IDs field on the Site Visit Report Template module is unchecked. If visible, it can hold up to 5 characters. 

Caption

The caption will appear on the printed report and is used to describe a multiple field section. This field will be read only if the Type field is set to Single Field. If editable, it is required and can hold up to 500 characters.

Instruction

The user can enter instructions up to 5000 characters. This will appear on the screen if the Panel Type is set to Multiple Fields. It will not appear on the monitoring report.

Comment

The user can enter a comment in up to 200 characters. This will not appear on the screen or the monitoring report.

Comment Section

 

Require Panel Comment

This field will be visible if the Panel Type is set to Multiple Fields.

Field Properties

The fields in this section will be hidden unless the current template is published, and the Panel Type field is set to Single Field.

Prefix

The user enters information that will appear before the field.

Suffix

The user enters information that will appear after the field.

Tooltip

The administrator enters a suggestion that will appear when the cursor rolls over the text.

Allow dates in the future?

This field is visible when the Field Type is Date.

Restrict to project date range?

This field is visible when the Field Type is Date.

Minimum date

This field is visible when the Field Type is Date and the Restrict to project date range field is unchecked.

Maximum date

This field is visible when the Field Type is Date and the Restrict to project date range field is unchecked.

Length

This field is visible when the Field Type is Text.

Integer Places

This field is visible when the Field Type is Number or Currency.

Decimal Places

This field is visible when the Field Type is Number or Currency.