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.
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Choosing a Comment Sort Order Option
Each Correction Report consists of:
- A Purpose (For Permitting or For Design Review).
- A descriptive Report Name.
- A Sort Order Option, as shown below.
- A Template of pre-defined components.
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Component |
| Required/ Recommended |
|
|---|---|---|---|
| Report Header | Consists of the Report Logo (left margin), Client Info (center), Report Title (center) and Project Info (left margin). | Recommended | Yes |
| Report Instructions | Large text box. This component is editable when the Report is generated, prior to saving it as a Project attachment. This component may be used multiple times in the Template. | Recommended | No |
| Report Logo | Upload a high resolution logo for best results. | No | - |
| Report Document List | This component will display the plan review document names, document cycle values and version date information for comments associated to those documents. Include this component on each Template so Applicants can see which documents need corrections. | Recommended | Yes |
| Report Comment List | Place this component below the Report Instructions and Document List. This component is not editable when the Report is generated. | Required | Yes |
| Report Footer | This component includes the current Date and Page number(s). | Recommended | Yes |
| Report Project Info | This component contains the project number, project name, primary Contact name, etc. | Required | Yes |
| Report Table | Use this component to insert a column/row elements to the report. This component is editable when the Report is generated, prior to saving it as a Project attachment. | No | No |
| Report Title | This component consists of the saved 'Report Name'. | Recommended | Yes |
| Custom Text Editor | Small text box. This component may be used multiple times in the Template. | No |
Layout Example
Below are examples of some of the Report Components and typical layout.
The Report Header component is a combination of four individual components.
Each of the individual components is shown in the example so you can see how they might be placed.
The Report Table Component
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