Contents

Overview

A summarised version of the work completed on a work order can be collated and completed through the Daily Summary Field Report workflow. This article describes how to configure this workflow and the report deliverable.

Pre-Signing Language

There is text displayed in the header of the report PDF when the report is signed and not signed. There are two document-level options Header Text (Signed) and Header Text (Not Signed) for the Daily Summary Field Report (119018) to specify what this text is. The text entered can be multi line.

Summary of Forms

Any QESTField Forms work completed on the work order is summarised by including the name of the form. These forms can be further summarised by including specific mapped data from the form and providing associated language for the form.

Mapping Form Fields

Any fields that contain data on a form can be included on the Daily Summary Field Report. These fields will need to be mapped for extraction as part of the configuration of the form using QEST Form Mapper. See Mapping Forms if the form has not yet already been mapped.

Once a form and XSD has been loaded in QEST Form Mapper, selecting a field on the form will show information about that field in a panel on the top left.

To set a field to be extracted for the Daily Summary Field Report:

1. Check Extract to Daily Summary Field Report
2. Enter a prompt for the field which will be displayed on the Daily Summary Field Report
3. Enter a numeric value indicating the order of the appearance of the field on the Daily Summary Field Report

Once completed the PDF file can be saved and re-uploaded to QEST Platform in the QEST Administrator Console via Tools -> Manage External Documents

Associated Language

Pre-defined language can be associated with each type of Form defined in the QEST Administration Console in order to have this text pre-filled in the Remarks section for this form type on the Daily Summary Field Report. This text will also be editable by the field user through the workflow in QESTField and by the report reviewer in QESTLab. If no pre-defined language is set for the form, the Remarks section will not be displayed.

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