User Manual
Contents
1. Report Template Tip You will now be prompted to pick the input type Choose Section Heading Please note Multiple Input that Sections Headings do not allow you to capture data they L 4 just provide the structure of ction Heading J Single Text O your report Switch Table Continuous Table Fixed Row Please Select Time Counts STEP 4 Create Sub Headings Select the input type section heading allows you to add sub headings and sub sub headings The information for each sub heading will relate to the data that you need to capture within that section for example if you created a section heading called Introduction the content within this may be the name of the surveyor date or address Add a new sub heading for each Add a sub heading Choose input method Report Template Click here Multiple Input Numeric Pick List Section Heading aah Single Text ADD NEW HEADING Switch Table Continuous Table Fixed Row Enter the title of your sub heading and choose the input type In the example above multiple input is the most appropriate input type This will allow the user to type or dictate the specific information required in the section There is an array of input types to choose from that will allow you to capture your data in a variety of ways These input options are described in detail below To add another sub heading to this section simply repeat the same proce2. 14 02 e GoReport Building Survey v3 Photo 2 1 0 Introductory Details 2 0 About the Property 3 0 Tenure 4 0 Principal Construction Type 5 0 Location 6 0 Local Environment 7 0 Accommodation ppendix 8 0 Warranties 9 0 External spaces 10 0 Services Mains 11 0 Services Central Heating 12 0 Services Water Heating 13 0 Other Services 14 0 Outside 15 0 Inside HINTS 4 Take photos using your iPad The images will be automatically integrated into your report in the relevant section You can also import photos using your digital camera Eye Fi is a wireless SD card that allows you to use your digital camera to instantly upload photos while out on the job site Turn on your digital camera and take the photos you need After you take a couple photos the Eye Fi will start uploading them to your iPad camera roll To access the photos click on the import icon and select the images that you wanted displayed in your report You have the option to choose whether you wish the photo to appear in the body of the report or in the appendix of the final report For traceability and quality control purposes GoReport gives each photo and sketch a unique ID and title which auto indexes them to the correct report heading which saves a lot of time and admin hassle You can also give the images a title as shown in the image above but if you forget donit worry GoReport will tag the photo to the correct place i
3. F amp F F amp F FF G y HN HN HN HN HN HN SN WS pa pa H gt 2 No H 5 0 Summery Of Findings MINOr lu n n b pe pe N N 30 Time Counts YOUR LOGO Text and images formatted Photo 1 Side view from front door Photo 2 Office block to the left 3 2 Interior Interior Building Solutions IBS is a Perth based office fit out company which provides office and commercial fit outs and refurbishment solutions for Chg throughout Western Australia Font style amp size formatted Interior Building Solutions has a reputation for quality workmanship with a qualified Spacing and paragraphing formatted and experienced office refurbishment and fit out team providing design and construction services to a range of industries including commercial and government Commercial and office fit outs are customised to suit client requirements with an emphasis on creating a flexible and usable working environment Photo 5 Waiting area Photo 6 Entrance to Office Headers and footers included ISO Version Control Version control table generated automatically Roberts Burns Moran Ee 31 Time Counts Appendix Tutorial Videos Click the link to watch the video Subject Tutorial Name Web App screen Dashboard Building templates How to build a n
4. Pick lists Use pick lists to speed up data capture on site and standardise your responses This method of data input will allow you to choose the most relevant answer to a question from a list of options You create your pick lists in the website application to contain whatever options are required A clever please specify option will allow you to add in something that isn t contained within the list You can also set up your pick list to allow y multiple selections 22 PPM Schedule Pre defined responses GoReport has a variety of text input methods You can add a single line of text add multiple paragraphs of text or choose from a list of pre defined responses This feature is really useful if you have clauses that you use as a_ standard response in your reports it really speeds up data capture on site You can enter as many predefined responses as you require and these will appear in a list on your iPad so you simply select the appropriate response when on site No more typing long standard responses Once selected you can also make edits to the input text or fill in bracketed sections to customise Time Counts Dynamic Pick lists Now you can save even more time due to our Dynamic Pick List functionality When using our dynamic pick list you can instantly choose recently entered data through the Please Specify option of a Pick List This is beneficial if you have a distinctive f
5. They will automatically receive an email when they are asked to review the report and you will automatically receive an email notification when they have posted comments Comments can be added and are tracked giving you a clear record for quality control Comments are not output in the report when generated GoReport lets you manage this process more efficiently and saves you time With the checks carried out instantly in the cloud there s no need to waste time circulating drafts of your reports 29 Time Counts 10 0 Final report your REPORT STATUS report in Word or PDF Cover page with logo text and images YOUR LOGO gt Building Survey and Valuation Contents page generated automatically Address Beechill Business Park Belfast YOUR LOGO Project reference 00123 Date of Inspection 2 8 2012 Contents Page oe LR Renn ee en eeeekfkfkekke 1 3 Practice Compariy NBM ccccccccssssssesescscsesesseassnsascseuesnsseasnseeseueuesnsseasenses en ee 1 5 Name of Contact Authoring EMATY ccussssssssnssesesesrsmssetnsesesessasasiananesesessessnateats 1 6 Full Address and Postcode of Property csssssnresesnsssnsesenenneeessasnsmeensessesseananenss SOSUNGE OKO FIANE ecu a ae ae np op ee ie ean nh i om See ey pee ee 3 0 Summary of Key Findings Medium ISSUS 20 2 0 csecessessnsnssnssnsseesnesnsseassacsnssesseneesseeseasensen O gt gt f amp
6. button on the virtual keyboard to have your dictation instantly transcribed to text Internet connection required 20 Time Counts 4 6 Dictation Options 2 0 OVERVIEW 2 0 OVERVIEW 4 O O Select the dictate icon to start recording audio Simply talk into your iPad and it will record and place the audio file within the relevant section of your report This eliminates the need to go through audio files trying to match the recordings to the relevant parts of the survey GoReport automatically saves your data into the relevant sections saving you more time Click on the audio file icon to bring up the controls which allow you to review your dictation As you can only delete a recording in its entirety best practice is to dictate in multiple short recordings All audio files are put into the correct section of the report automatically Transcription for your Admin support team Once you have captured your audio on site you will have three transcription options 1 Use GoReport s built in transcription feature to transcribe your own audio 2 Download the audio in a zip file to be used on your existing pedal enabled software typing directly into the web app or word 3 Submit your report to be professionally transcribed within 24hrs 21 Time Counts 5 0 GoReport features GoReport has lots of intelligent features that have been designed to allow you to collect data faster 1 0 INTRO
7. data on site Your submitted survey data will be securely stored here and you will use this part of the system to carry out any edits to your reports or to export them to Microsoft Word Excel or PDF formats GoReport iPad App The second element of GoReport is the iPad app which is FREE to download from iTunes and the Apple App Store Simply download the app and login from your iPad Here you will select a report template from those that you have previously created in the website application This report template will allow you to collect all your data on site including text photos videos sketch dictation and tabular information When you have collected your data you can submit it from site by the simple click of a button Your data is then ready for final edit and accessible through the Web App Time Counts 3 0 GoReport website application The GoReport website application allows you to manage your reports in one secure place Here you can create and manage your report templates your uploaded reports your users and your GoReport account It has a simple user interface that gives you complete control over every aspect of your reporting Login Details Email Password O Stay signed in I ve forgotten my password nam eee eee a gg ee T yume me eT el el aa a To get started simply click sign in a
8. per line Cancel 6 Click Save 12 Time Counts Applying the word style to a report template In order for your report to download fully formatted you must link the report template with a style template This enables the user to have multiple styles available for different templates 1 Click on templates 4 JACQUI BURNS Administrators feedback Help Tutorials www_goreport net Report Styles K Report Templates 2 Click on report templates New Report Template Video Tutorials Search Report Templates Name Type Please Select z Show only Available on Device SEARCH S RESET All Report Templates 9 Report Template Name Report Template Type Author Available on Device Reports Created EDIT SETTINGS CLONE Ea 3 Click to edit the report that you __ ee want to add the style to Report Styles 4 Click to edit Editing Report Template Report Template settings Edit Settings Video Tutorials Report Template Edit Template Details Template Details 5 Using the drop down menu you can choose which style you Template Name want to apply to this template Template Type Aerospace Available to use on device Report Style Settings Report Style Please Select Keep Images in Tables Landscape Orientation 6 Bespoke your style using these options Include table of contents Images perrow 2 Draw Table Borders W 7 Click save Cancel 13 Time Cou
9. DUCTION 2 0 CONDITION RATING 1 0 INTRODUCTIO 1 1 Surveyor Name Y METHODOLOG 7 January 2012 H 1 2 Date of Survey baa acme cae 1 3 Weather Conditions 1 4 Client Name Hints and Tips GoReport offers section by section guidance notes Date selector Streamlining the data capture process is at the heart of what GoReport does We have enabled smart iPad features like this to make gathering your data easier and more efficient Easily input the date of your survey using a scrolling pop up calendar This allows you to select a date value instead of typing it This feature is great for saving time and it reduces the likelihood of mistakes Appendix A Estimates 1 3 Field Observations GoReport Hints feature allows you to customise Appendix B Location Plan guidance notes for each and every part of your report template On site they act as a prompt to guide the user on what is required to complete the survey successfully This is great for giving junior staff HINTS Describe when the bridge was constructed instructions and guidance or for introducing new Saba an aca A template formats For those experienced with the template the hints can be hidden Survey det Choose one Kitchen Living room Bedroom 1 Bedroom 2 Bedroom 3 Bathroom Location Dining room Condition Please specify i Repair Cost completed and if there was any damage to the bridge
10. GoReport there are no limitations to the number of photos you can put in a report e iPad Once in the relevant section click on the Photo icon listed in your toolbox on the right hand sign of your screen Your screen will then become your camera Point and click at what you would like to document e Eye Fi Enhancement Eye Fi allows you to use your digital camera to instantly upload photos while out on the job site Turn on your digital camera and take the photos you need After you take a couple photos the Eye Fi will start uploading them to your iPad s camera roll To access the photos click on the Polaroid icon and select the images that you wanted displayed in your report Sketch To create a sketch click in the area of your report where you need to add a sketch Click the drawing pencil icon in your toolbox located on the right hand side of your screen A blank canvas will appear Use your finger to sketch your drawing e Icons located on the top of your screen Sketch 1 Defects On W mmm Amm amm m o T icon will bring up your keyboard so you can add notes o Pencil icon will bring up your colour pad and allow you to adjust the thickness and colour of your lines o Marker icon will allow you to highlight areas with yellow o Eraser icon will allow you to eraser areas that you want to remove or redo Sketch over Photo To create a sketch over a photo click on a photo you have taken and saved into your report A pop up box wi
11. User Manual Pad gt AN ee ins Building Survey 1 0 fniroductory Dotai Welcome to your GoReport Tutorial We are delighted that you are about to start using GoReport and trust that this guide will get you started quickly in order to gain the benefits of using this innovative technology Your account Manager is You can contact our Technical Support Team 44 0 2890 494006 9am 5pm support GoReport net Contents LOAD GORG A aie E EE 4 250 FLOW AG WOK 5 GOR GDOFE WEDA a E EA 5 GORGDORE IPI ADD arrra EEE EE EET EE EE E E ESEA 5 3 0 GoReport website application ssssessssesssrerrsrnrrrrnnrnrnerrrrnrnrrnrrnrnrrrrrernr gt 6 3 1 Create a new report teMplate ccc ccce cece eee ee ee eeeeeeeeeeeeeeeeeeesaneenaeees 7 4 0 Using the GoReport iPad App csscsscucescsccceerseucesavccseuvesuunsseceseuresueges 14 Wed Re atin NON RODO srr E E EE E E 15 AA Vile SKELCIIMG LOOM ronn ann E E OEE 17 A3 PHOCOS aNd VINCO sassmamnocencedvannieeonnenianknpeaanenwnmecoeeunenanetiamsemeniskesyeaaaahe 18 4 4 Import Tool Import PNOtCOS cece cece eee cece eee eeeeeeeeeeeeeeeeeeeseneeaaeees 19 Bo WOME DUC a R A E E E E E A E 20 dao PICAH qe E E A 21 5 0 GoReport features rririsrisirsr an 22 6 20 SUBMIT VOU FSD OG a 24 O0 TaN CDG arrora E eA E EEEE TEE EEEE NE 27 1 Using GoReport s built in feature 27 2 Download all audio files into a zip File 27 3 Professional Transcription si cwiessdeas cana e
12. ating New Reports Click Create new report You will be presented with a list of report templates that have been built previously in the website application Simply choose the report template you want to use Then name the report add any internal reference number if applicable and provide the report date Once your report is created you will now be able populate your data There is also a library of templates here for you to use you can Clone these in the website application and edit to suit your own requirements Cloning a template is only done once a report has been submitted from a template and adjustments need to be made to the template layout Choose template GoReport Building Survey v2 GoReport Dilapidation Surv GoReport Fire station asset GoReport Quick start demo GoReport Snag List v1 2 15 Time Counts Progress indicators Help Inspection 1 0 Executive Summary 2 0 Introduction 0 Executive Summary 3 0 Project Information 1 1 Problem Statement 4 0 Site Observations 1 2 History and Background 1 3 Field Observations 5 0 Conclusions 6 0 General Recommendations and 7 0 Site Photographs and Sketches Appendix A Estimates O O O O O O O Appendix B Location Plan HINTS Describe when the bridge was constructed how it was constructed if any upgrades were completed and if there was any damage to the bridge Our user interface is extremely
13. clean and clear allowing you to navigate through your survey and complete it with ease Youill see your section headings listed to the left of the screen and the main content of each section is displayed on the right There are progress indicators attached to each section to let you know if it is complete or still requires attention You can tell this by how the colour changes in the circles and the icons Full Green Circle section completed Semi Green Circle only part of that section was completed Empty Circle section needs data For your convenience you can jump between sections Sketch tool tap to bring up sketch tools Camera tool tap to take photos Video tool tap to record videos import tool tap to insert an image from Text input tool tap to enter text Dictate tool tap to start recording audio 16 Time Counts 4 2 The sketching tool Clicking the Adding text Highlighter done button Pencil generate an image Erana in the relevant section Help Sketch 1 Defects On W Pen Choose colour Defect 2mm wide crack and stroke size Decking to rear Create detailed sketches on your iPad Choose from a range of colours and stroke sizes and there s a highlighter and eraser You can annotate your drawings too and there is a zoom function which is perfect for detail sketching You can also sketch over photos Signage 17 4 3 Photos and video Title your photo here
14. eature recurring within your survey Now you only have to manually input it once and it becomes a unique option for all the pick lists in the specific section you are working on No more having to manually input the data multiple times or add it to your standard options In need of Repair needed Normal mandatory mainten P In need of immediate repair No Repair Required J X U l O 8 23 Time Counts 6 0 Submit your report When you have finished collecting your data simply click Done Inspection 0 Executive Summary ev Problem Statement 2 History and Background 3 Field Observations Click Submit report to upload your data to the website application You must be connected to the internet to do this My Repo S reports Submit report GoReport Quick start demo v1 3 Edit report details Delete report 24 7 0 Review edit and export your reports Time Counts You can review edit and export your reports in the website application Sign in through www GoReport net through any browser on any computer using your same login details as for the iPad app 2 You can search through your reports here Reports 1 Click here Search Reports Reference Status Filter by Status v Va From All Reports 3 Date Until Please Select M Template Plea Search Reports Name Coo O O Author Please Select v Template Please Se
15. ew report template Building templates How to create a switch Building templates How to add a pick list Building templates How to apply a single line of text Building templates How to create a section heading Building templates How to create a numeric only field Building templates How to add a pop up calendar Building templates How to capture multiple input data Building templates How to apply a fixed row table Building templates How to build a table with continuous rows Output Styles Creating a report style Output Styles Uploading a report style Output Styles Assigning a report Style Managing users User Manager Managing reports Checking and Reviewing Managing reports How to edit reports Managing reports Reports Manager Managing reports Sample Out Put Report If you require any further assistance please contact our support team E support GoReport net T 028 9049 4006
16. g e Cold 4 0 CONDITION SURVEY 3 0 METHODOLOGY SURVEYOR SIGNATURE Download Table Editing Report Building Sur es Audio E Tables Edit report details Export i Export images Video Tutorials audio and tables REF 1234 TEMPLATE GOREPORT FIRE STATION ASSET SURVEY V1 2 CF 26 Time Counts 8 0 Transcribe When choosing how you would like your audio to be transcribed you will have three options 1 Using GoReport is built in feature Use GoReport s built in transcription feature to transcribe your own audio CONDITION SURVEY Play your audio clip Rewind 5 seconds Rewind 15 seconds Property Dess jo a this audio clip 2 15 Download The scenic surroundings are well equipped with all facilities you and need Within the grounds of the business Type directly into the audio clip window gt i amp w ny 3 VF M IL hll i II il 2 Download all audio files into a zip File Download the audio in a zip file to be used on your existing pedal enabled software typing directly into the web app or word Editing Report Building Sur Edit report details Export 4 All 3 Images 4 Audio S Tables Video Tutorials Export Into a zip file REF 1234 TEMPLATE GOREPORT FIRE STATION ASSET SURVEY V1 2 CI 27 3 Professional Transcription Time Counts Submit your report to be professionally transcribed either by your own in house pool of transcribers
17. lect v Reference Date Date sa atus ilter by Status From 2 until All Reports 3 Report Reference Report Name Report Status Author Report Date 5786 Building Survey 56 Uploaded Kathy Healy 20 02 2013 3564 Building Survey 12 Uploaded Kathy Healy 20 02 2013 123 Building Survey Uploaded Kathy Healy 20 02 2013 Uploaded Date 20 02 13 10 41 44 20 02 13 10 41 39 20 02 13 10 41 33 SEARCH S RESET 3 Click here to open your report DELETE n CD D Your uploaded reports will appear in a list You will see details of each report including the report reference name status author and report date Click to edit your reports 25 Time Counts You can make changes export images and tables and generate your report in Word Excel for further editing or export directly to PDF x Editing Report Building Survey GoReport Editing Report Building Survey Edit report details Export All Images S Tables Generate W Worddoc CJ PDF Video Tutorials REPORT STATUS REF TEMPLATE GOREPORT QUICK START DEMO COPY 1 CREATED ON 14 02 2013 Click to make Status Uploaded nae INTRODUCTION Author Karen Brown AVAILABLE ACTIONS Surveyor Name Client Name Company A e John Smith SUBMIT FOR CHECKING ebruary 2013 Property Address London W1 8JU JUMP TO A SECTION Add Images 1 0 INTRODUCTION 2 0 CONDITION RATING Date of Survey Weather Conditions Contact Telephone No 0751234567 e Rainin
18. ll appear At the top of that box you will see an add drawing pencil icon Click on this icon This will open up your sketch options and allow you to draw on your picture The icons are the same as the regular sketch function mentioned above You now know how to create the basic structure of any report Using headings and sub headings you will be able to construct a report template that meets your companys requirements 10 Time Counts STEP 5 Create a word style Your report style is created using a Microsoft Word document which you simply save and apply to your report template When you have uploaded your survey data the style is automatically applied and the result is a finished and fully formatted report thatis ready to export for final editing and to send to your client Open up a blank word document and customise it to replicate your own corporate style Your report style can contain as many pages as you like so if there is some standard information that appears at the start of your client reports such as an executive summary then you can add this into your report style To facilitate the generation of a fully completed report we use tokens Tokens are key words which will pull specific information directly from your data collection on the iPad app and populates into your report Tokens are in a format of STOKEN_NAMES So for example the token S TEMPLATE NAMES will relate to the name that you give your report If you name
19. n your report You can also record video using your iPad This will be automatically integrated into your report output as a link with a password which can be clicked by the client to view 18 Time Counts Time Counts 4 4 import Tool Import photos J UVUINVILTIVIN OUNVCT 4 1 Property Description 4 2 Photographic Evidence Click here to import photos 4 3 Condition Overview O o 4 Select the import tool icon to import photos from your iPad library This feature is great if you need to use a separate DSLR camera and need to include the images within your report see our separate how to guide for photos 19 Time Counts 4 5 Text input 4 3 0 METHODOLOGY The building is located in the Business Park on the main A2 Select the text input icon to enter text GoReport has a variety of text input methods You can add a single line of text add multiple paragraphs of text or choose from a list of pre defined responses This feature is really useful if you have clauses that you use as a standard response in your reports n it really speeds up data capture on site You can enter as many predefined responses as you require and these will appear in a list on your iPad so you simply select the appropriate response when on site No more typing long standard responses NOTE Some users may find that Apple s Siri voice recognition function works well for them Just push the microphone
20. naktnssdsieneantansartunweiieeentnemetiarnindaes 28 PPO DOD aioin a EE REE E E E ET E 32 Time Counts 1 0 About GoReport GoReport is an innovative complete end to end report generation solution for on site professionals We provide cutting edge technology right to the palm of your hand Traditional ways of collecting data and writing reports is time consuming and can involve transporting multiple bulky devices such as cameras note pads and Dictaphones Like an ideal personal assistant GoReport takes pictures transcribes notes makes sketches formats data carries all your equipment and produces a professionally written report GoReport gives you the ability to instantly generate high quality customizable reports while on location Using an iPad and our technology you can then upload and export reports to Word Excel or PDF for distribution Whether you are a user a buyer or a head of department GoReport can save you time money boost productivity improve efficiency and increase margins Start making your time count Time Counts Time Counts 2 0 How it works GoReport consists of two elements a website application that you log into from any Internet enabled device and the iPad app itself Your secure logins credentials are used to access both the website application and iPad app GoReport Web Application The website application will let you build report templates that can be synchronised with your iPad for capturing
21. nts 4 0 Using the GoReport iPad App When do you need an Internet connection You only need an Internet connection for a few common situations An Internet connection is required to Log on Log on to the GoReport iPad app with your username and password that you received when activating your account Turn stay logged in to on To log on you must be connected to the internet however once logged in with stay logged in set to on you do not need a connection and can complete as many reports as you like with no need for an Internet connection An Internet connection is required to Submit a reports i You will need to be connected to the Internet in order to submit reports from the iPad to the web application This can be done directly from site by using a 3G enabled iPad Edit report details An Internet connection is required to Perform a full sync You will need to be connected to the Internet in order to perform a full sync The full syne function enables any changes made your templates on the web application to sync with the iPad application An Internet connection is required to Use Siri Apples voice recognition function Siri requires an Internet connection if used An Internet connection is required to Use GPS E t Apples GPS function which captures your location requires an Internet connection for initialising location 14 Time Counts 4 1 Cre
22. or by our own transcriber company who will your audio transcribed within 24hrs 4 Audio Transcription Save time by using our professional transcription service with a 24hr turnaround Your Audio Cost e ew Transcribe Now By clicking on Transcribe Now your audio will be automatically transcribed by our tried and tested 3 party professional transcription company The cost will depend on the length of the audio being submitted If you choose to use this option for your own pool of transcribers the cost will not apply We have separate T amp C s for setting up our customer s own transcribers If you are interested please ask your account manager for more details 28 Time Counts 9 0 Check and Review Download Table Hide Comments 1 Kathy Healy Author 22 02 2013 14 05 36 As the weather conditions were reportedly cloudy durina the time of insnection would recommend that you add an additional disclaimer in survey of the chimney stack was difficult under se Assign a checker and reviewer Post a comment Checker Suzanne Hill 0 jobs Reviewer CK ST N 22 Jacqui Burns 0 jobs v POST COMMENT 1013 O muu Hayes Me Contact Telephone No 02890494002 GoReport allows you to automate your check and review process helping you with ISO 9001 compliance Simply assign a checker and reviewer through the web application and instantly submit your reports to them
23. ss again Input Options Pick List This method of data input will allow you to choose the most relevant answer to a question from a list of options If your answer is not listed click on please specify to manually input in your information Date Selector This method of data input allows you to select a date value instead of typing it Just click on the section of your report that requires a date and select the date from the scrolling pop up calendar Pre defined Responses This allows you to select a large block of information commonly used in your reports Click in the section of the report where this information is required and select from the drop down You can add more then one pre defended response in a section by appending your text Time Counts Dictation To record audio click the red button this is located on the bottom of your toolbox Dictate your notes To end your recording click the red button again You will now see a speaker symbol added to your report You can listen to your recordings by clicking the speaker symbol At this point in time an audio player will come up at the bottom of your screen You can click play fast forward and rewind If you do not like the recording you can click the trash can symbol and it will delete the recording Please note you can only delete a whole recording not just a section So try not to make your dictations too long Photos There are a multiple of ways you can take photos using
24. t www goreport net and login to the GoReport website application screen above and create a report template Time Counts 3 1 Create a new report template In order to start collecting data you will need to create a report template A report template is the foundation for how you want to capture data on your iPad application STEP 1 Under the Templates tab select New template and enter the template details 1 Click here 4 Karen Brown Ad Templates lep I feedback Report Styles Report Styles 2 Click here gt Report Templates Video Tutorials ort Templates Creating a new report template 3 Name your report Report Template Name 4 Save your template AAAA Cancel the template details Time Counts STEP 2 Add a Section Heading Once you have created a new report template you will need to add depth to your report To do this you can begin to add the content by creating section headings Section headings are the main section breaks of your report They provide the basic outline for what information your report contains Examples include Introduction Summary and Conclusion Begin by adding a new heading To add a section heading click on the ADD NEW HEADING icon Editing Report Template Building Survey CED ee You will then be prompted to provide a name for the heading Headings cannot be left blank STEP 3 Selecting the input type
25. your report Building Survey that will appear in place of that token We have created the following tokens e TEMPLATE_NAMES e TEMPLATE TYPES e REPORT_REFERENCES e REPORT_NAMES e AUTHORS e CHECKERS e REVIEWERS e CHECK_DATES e REVIEW_DATAS e VIDEO_LINKSS e VIDEO_PASSWORDS e REPORT_DATES These tokens can be placed anywhere in your report style even within headers or footers Using these tokens in your report style is a great way to save time as that you do not have to enter this information post survey 11 Time Counts If you are using the GoReport check and review workflow a version control table will automatically be generated in your report and will be pre populated with the names that youive assigned to the checker and reviewer roles You donit have to create a table of contents this is automatically generated based on the content of your section headings in your report template All thatis left to do is save the document so you can upload it to the website application later 1 Click on templates Report Style upload Report Templates 3 Click new report style Report Styles 2 Click on report styles New Report Style Creating a new report style 4 Name your style template Report Style a 5 Upload your word document Back Upload File Choose File No file chosen i A page also if required Last Page Choose File No file chosen Image Variables One variable
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