This article describes how to create and manage Correction Report Templates. Select Configuration/Reports from the Navigation panel to open the Correction Report Template page.

No programming is necessary.

Features of the Correction Report Template Designer

1. Create and manage Correction Report Templates for either Permitting or Design Review purposes.
2. Modify an existing sample report Template (recommended).  
3. Choose an option for how comment records are grouped on the report.
4. Choose the report components and layout for the Template.
   1. Customize the report text/layout using pre-built report components.
5. Preview the report Template to validate the report layout. 
6. Delete a report Template.
7. Create a new Template from scratch.
8. Use the 'Save as New' feature to copy an existing Template to a New Template.

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Choosing a Comment Sort Order Option

Each Correction Report Template consists of:

1. A Purpose (For Permitting or For Design Review).
2. A descriptive Report Name.
3. A Sort Order Option, as shown below.

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In the example below, Comment 0007 will be sorted under the Structural Category, then under the Grading Sub-Category.  

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Numerical Sorting of Category/Sub-Category values

Option 2 and 3 are rely on the configured Sort Order values found in the Configuration/Lists page. 

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Below are examples of some of the Report Components and typical layout.

The Report Table Component

An easy to configure Table component is provided for situations where some on the fly 'editing' may be needed prior to generating and saving a Correction report as a project attachment.

(See Generating a Corrections Report.)

Steps to using the Table Component:

1. Select the pencil icon on this component to enter 'edit mode'.
2. Use the - and + buttons to add and remove columns and rows.
3. Click in a cell to enter text in either the columns or rows.
4. Click outside the component to exit edit mode.

Image Added

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Create a new Template

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