Files Report
Shows summary of all file attachments. Displays: * File Status * Reason/File - displays any metadata notes * Document Name - Click on any blue hyperlink to open the section. (Right-click or press centre mouse button to open in new tab). * Section/system Name - Click on any blue hyperlink to open the sec…
Workflow Report
Shows the progress of the documents within each workflow step. Displays the percentage and number of sections in each step. The default shows a summary of all documents. Use the filter to select and display a single document.
Notes Report
Add project-wide notes or view notes added in document sections. Displays: * Note follow up date - reminder sent weekly to your email * Section / system Name - Click on any blue hyperlink to open the section. (Right click or press centre mouse button to open in new tab) * Note contents * Public - Visible…
Actions Report
Summary of all task, comments, reviews Displays: * Date the actions is/was due to be completed * Section/system Name - Click on any blue hyperlink to open the section. (Right-click or press centre mouse button to open in new tab). * Workflow step * Subject of the action * User name - actionee * Company -…
Why has the progress line moved down or decreased?
A workflow step has been moved back or more keyforms have been added there reducing the % complete. Check out Forecast & Timeline article for more information.
Sections & Systems Report
Shows a summary of the sections, tasks & systems. Displays: * Document Name * Section/system Name - Click on any blue hyperlink to open the section. (Right-click or press centre mouse button to open in new tab). * Workflow step * Process/content % * Open Actions, * Rejected file attachments * Expected …
Validation Report
Validate the asset levels of information based on the project Asset Information Delivery Plan (AIDP) rules. Displays: * Document Name - Click on any blue hyperlink to open the document. (Right-click or press centre mouse button to open in new tab). * Attribute - the information required field name * Valid…
Recent Activity Report
Shows a summary of last 14 days project activity. Displays: * User Last Login date & time * User Name * User Company Name * Event type * Section / system Name - Click on any blue hyperlink to open the section. (Right-click or press centre mouse button to open in new tab) * Form name - Table of content…
Reviews Report
Shows a summary of the Review team members including a summary of Open, Complete, Missed, Not Applicable and Future reviews. Displays: * Document Name - Click on any blue hyperlink to open the section. (Right-click or press centre mouse button to open in new tab). * Table of content / index number * Section …
Level 2 - Project Dashboard
The project dashboard provides an overview of the status of all project information, content and process. * Home - All sites and projects page * My Actions - All your projects action * Main Navigation - Navigate between sites, projects, documents * Main Navigation - Navigate between sites, projects, documents *…
