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 …
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.
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…
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…
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…
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…
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 doesn't the progress lines start at the bottom left (0,0) of the chart?
When the Keyform commencement data was set up, the forms were immediately moved into a progress workflow step and therefore the system did not have a period of time to register a zero (0,0) point on the chart. The solution is to set the workflows and leave for a minimum 24 hour period prior to moving a workflow ste…
Users Report
A summary of all system users. Displays: * User Name * User Company Name * Data User last accessed the system * Date User login sent * Open Actions on User * Confirmation that User has activated account Filter enables information in any column to be searched. Column controls enable information to be …
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.
