Panels (Site Visit Report Template)

This module displays the list of panels within the template. The panels will be grouped by section, and will be listed in the order in which they are displayed.

 

Each panel can be added by clicking the Add New Site Visit Report Panel button or edited by clicking for the Site Visit Report Panel module to open.

 

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

 

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

 

 

 

Field

Description

Panel

The user can enter the name of the site visit category. This field can hold up to 50 characters and is required.

Field Type

When adding a field, the user selects whether the field will be:

  • currency

  • date

  • dropdown list

  • number

  • panel response

  • text

Once the record is added, the field type cannot be changed. The field becomes read only.

Reorder

This column will be hidden for sections with a type of Sub-report or if the current template is published. The user can click the arrows to move the selected panel either up or down within the section.