Work Package Summary Reports are intended to produce a report for a collection of inspections in a Work Package.
You could use these reports to meet compliance reporting needs, e.g. to council who want a single PDF, or to undertake a quality check - you can rapidly scan all the inspections and confirm (say) that the pictures are present, and the floorplan etc.
The reports available will vary depending on your system. Examples are:
4072.1 Register
4072.1 Register - Photos
Individual Records
Install Summary - All Photos
Scope Register
Certification Inspection Report Brief
Technical Support Breakdown
To view the reports available. Click on the Summary Reports tab and then the Available Reports... button.
Any images displayed are representative only and may differ depending on the version being used.
The blue downwards arrow to the right of ‘Open full report in Tab’ button gives you the option to add additional texts to the beginning of your document, along with a report author. These additional texts include:
Report Title
Executive Summary
Scope of Works
Report Notes
Exclusions and Limitations
Report By
You can use any, all, or none of these additional texts.
If you choose to add a custom report title, this will be used on the front cover in place of the default report title. If you do not add a report title in, the default will be used.
You can also copy links to folders or websites that might contain documents i.e. Test Report Documents that you would like to share with the report.
You are able to filter Summary Reports to get a more specific view of a project, for example by trade, by floor, by install type, compliance etc.
You may also want to filter to reduce the size of the report you are producing.
If you are working on a very large project you will need to be mindful of the size of the report being produced. If a Work Package has upwards of 2000 records, or 15,000 photos, then you will need to use filters to reduce the size of the report being produced.
For more information about using filters, please read Using Inspection Filters on the Hub