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
- Create and manage Correction Report Templates for either Permitting or Design Review purposes.
- Modify an existing sample report Template (recommended).
- Choose an option for how comment records are grouped on the report.
- Choose the report components and layout for the Template.
- Customize the report text/layout using pre-built report components.
- Preview the report Template to validate the report layout.
- Delete a report Template.
- Create a new Template from scratch.
- Use the 'Save as New' feature to copy an existing Template to a New Template.
Prerequisites:
- Complete the information on the Environment/Address page.
Correction reports are generated on the Project Comment page.
The user selects the comment records to include on the report, generates the report in Preview Mode and may make edits to the report body prior to saving the report as an Attachment.
In this article:
Modifying an existing sample report Template
Two sample correction report templates are provided in new EPR deployments. These templates can be renamed and modified as desired.
Choosing a Comment Sort Order Option
Options for Grouping Comments on your Correction Reports
EPR provides several options for how the comment records are grouped on the report templates, as shown below:
| Option | 1st Data Field | 2nd Data Field | 3rd Data Field | Notes |
|---|---|---|---|---|
| 1 | Group | Review Type | Reviewer Name | Choose this option to sort comments primarily by Group and then, (optionally) by *Review Type, followed by the Reviewer's First and Last name, Reviewer's email address and phone number. Groups and Review Types are sorted alphabetically. This *option works best when Review Type list values are included in your Standard Comment Library records. |
| 2* | Category | Sub-category | Reviewer Name | Choose this option to sort comments primarily by Category and then, (optionally) by Sub-category, followed by the Reviewer's First and Last name, Reviewer's email address and phone number. Categories and Sub-categories are sorted numerically. This option works best when Category list values (and optionally sub-category list values) are included in your Standard Comment Library records. |
| 3* | Category | Sub-category | - | Choose this option to sort comments primarily by Category and then (optionally by Sub-category). The Reviewer's information does not appear with this option. Categories and Sub-categories are sorted numerically. This option works best when Category list values (and optionally sub-category list values) are included in your Standard Comment Library records. |
*Sorting Category and Sub-category list numerically
Relies on the numerical Sort Order Value of the Category and Sub-Category list records.
Correction Report Template Components
A Correction Report consists of the following components which may be dragged onto the Template, resized and reordered as desired.
| Component | Description | Required | Locked |
|---|---|---|---|
| Report Header | |||
| Report Instructions | |||
| Report Logo | |||
| Report Document List | |||
| Report Comment List | Yes | Yes | |
| Report Footer | |||
| Report Project Info | |||
| Report Table | |||
| Report Title | |||
| Custom Text Editor |
Create a new Template
Follow the steps below to create a new template:
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