Create New Report Type

To create a new report type, click the Create button in the top right corner of the screen. The user will be taken to a new page to enter information about the report type:

General Tab

• Name – The Name textbox is a mandatory field, as denoted by the *. It is used to name the report type and should be indicative of the type's intended purpose
• Description – The Description textbox allows the admin to provide more details if necessary for the report type.
• Workflow – The Workflow dropdown allows the admin to select a workflow for the report type. This means that any inspection report created with the currently selected report type will utilize the selected workflow.
• Save and Cancel – The Save and Cancel buttons are located at the bottom center of the screen and are available in all of the tabs. The Save button saves the changes made to the report type.
  • The Cancel button cancels any changes made to the report type.
  • Once the report type is saved, the Delete button will become available and additional tabs will appear on the page:
    
• Delete – The Delete button becomes available in the top right corner of the screen after the initial save. Click Delete to delete the currently selected report type. Note: If the report type is currently being used, the deletion cannot be completed.

Asset Types Tab

The Asset Types tab links asset types and report types. When an asset type is associated with a report type, an asset within the given asset type is permitted to have inspection reports created with the associated report type. If an asset's asset type is not linked to a specific report type, that report type will not appear as an option when the inspection report is created.

Check the boxes of the asset types that should be permitted to utilize the report type. Note: This setting can also be managed on the Asset Types configuration page.

Inspection Types Tab

The Inspection Types tab links inspection types and report types. When an inspection type is associated with a report type, the given inspection type is permitted to be selected for reports created with the associated report type.

To add a new inspection type, click the Add Inspection Type button. The button will reveal a dropdown that lists all of the inspection types that have not already been selected.

• Order – The order that the inspection types appear in the list can be adjusted by clicking and holding the symbol and then dragging the inspection type to the desired location in the list.
• Default – To make an inspection type the default inspection type selected when a new inspection report is created with the currently selected report type, check that inspection type's Default checkbox.
• Delete – To remove an inspection type from the report type, click the icon for the desired inspection type.

Input Forms Tab

The AssetWise Inspections team recommends that the following COTS forms be added to all new report types: "Inspection Info," "Pictures/Files," and Report Sections.

The Web and Mobile side tabs allow the admin to establish the report type's forms for both the web and mobile versions of AssetWise Inspections.

The structure displayed on the Input Forms tab is the same that will be displayed on the navigation pane of the currently selected report type's inspection report:

The input forms within a report type are organized by form groups. Each report type must contain at least one form group. Form groups are used to group together common forms. In the above image, "Report Info," "Field Notes," and "Maintenance" are the form groups.

• Add Form Group – To add a form group, click the Add Form Group button. The Name textbox will appear in place of the Add Form Group Button:
  
• Enter a name into the Name textbox and click the icon to add the form group. Note: The new form group is not officially saved until the Save button is clicked. If the admin exits the page without saving, the new form group will be removed.
  • Click the icon to cancel the addition of a new form group.
  • Editing an existing form group is a similar process. Simply click the existing form group's icon.
• Add Form – To add a form to a form group, click the icon. A popup will appear with a list of forms:
  
  • Find the desired form in the list or use the Search textbox to locate it. Once found, click the form's icon to add it to the form group.
• Order – The order that the forms appear in the form group can be adjusted by clicking and holding a form's symbol and then dragging the form type to the desired location in the list.
• Delete – To remove a form or a form group, click the desired item's icon.

Output Report Tab

The Output Report tab is used to manage the printable output for an inspection report with the currently selected report type.

• Add Report Section – To add a report section to the output, click the Add Report Section button. A popup will appear revealing all of the available report sections not currently added to the output:
  • Find the desired report section in the list or use the Search textbox to locate it. Once found, click the section's icon to add it to the output.
  • Manage Section Groups – The output can be divided into groups with different report sections (overlapping is permitted) if desired. Click the Manage Section Groups button to view the current section groups or add a new section group:
  • Click the Add Section Group button to add an additional group. A new Name textbox and Default checkbox will appear.
  • The original section group cannot be deleted, but additional section groups can be deleted by clicking their symbol.
• Section Groups Selection:
  
  • Use the Section Groups dropdown to select a section group to manage. The groups are permitted to have the same report sections.
    • Output Report Table Checkboxes – The Print checkbox determines whether or not that section will be included in the printable version of the output report. This box is often left unchecked for the report sections that contain images in order to preserve paper and ink.
    • The Includes in Table of Contents checkbox determines the default selection of whether or not that section will be included in the output report's table of contents. If unchecked, the report section will still be included in the output report but will not appear in the table of contents.
      Note: This setting can be changed from within the report, but the default selection is determined here.
    • The Insert Cover Page Before Section checkbox determines the default selection of whether or not a cover page will be inserted before that section's place in the output report. The cover page is a system-generated blank page with the report section's name centered on the page.
      Note: This setting can be changed from within the report, but the default selection is determined here.
    • Delete – To delete a report section from the output, click the section's symbol.
      Note: This action does not delete the report section from the system, it only removes it from the output.

Advanced Settings Tab

The Advanced Settings tab contains additional settings related to report types.

• New Inspection reports of this type can be created – If checked, the New Inspection reports of this type can be created checkbox ensures that new inspection reports of the currently selected report type can be created. If unchecked, the report type will not appear as an option when creating a new inspection report.
• This Report Type can be accessed on the query screen – If checked, the This report type can be accessed on the query screen checkbox ensures that the currently selected report type can be used as a criterion and/or display field on the query screen.
• Reports of this Report Type will update Asset Values on report approval – If checked, the Reports of this Report Type will update Asset Values on report approval checkbox ensures that when an inspection report with the currently selected report type is approved, the asset values for the asset will be updated with the report's values. If left unchecked, the asset values will remain the same regardless of the report's values. This setting should typically be checked.
• Defaults – If desired, use the Default Inspection Form and Default Asset Form dropdowns to set the defaults for the currently selected report type.
  • The Default Inspection Form designates the specific form that will appear first on the screen when a new inspection report is created of this type.
  • The Default Asset Form designates the specific form that will appear first on the screen when edit asset values is opened.
• Roles – The Roles checkboxes make it possible for the admin to limit which roles can access the currently selected report type. Users of the unchecked roles will not be able to see or create reports of the currently selected report type.