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 * Expecte…
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][1] article for more information.** [1]: https://edocuments.happyfox.com/kb/article/23-understanding-forecasts-timelines/
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 * Compan…
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 t…
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 * Validity…
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. ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/hdpedocuments_kb_attachments/2021…
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 …
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 so…
