General Risk Detailed Report (Excl. Scoring)
The Detailed Report (Excl. Scoring) has been designed for the General Risk Assessment module.
The Report can be enabled and disabled within the Module Setup of the General Risk Assessment module.
Settings > Module Setup
Navigate to the Risk section and click on the Cog menu for General Risk Assessment module and select the Reports option.
From here you can customise the Report title, add or remove Reports from the Standard Reports list and enable images to be shown on the reports from the cog by default.
When you select the Reports option from the cog menu of a General Risk Assessment record you will be able to run the Detailed Report (Excl.Scoring) for that record.
General Risk Detailed Report (Excl. Scoring) content explained
Cover Page
The cover page Layout
Left Logo
- The image is sourced from an attachment on the record’s associated Project record with description “Report Image”
- The image will only display if an image is available
Right Logo
- If there is a report image specified for the record’s Org Unit then this will be used
- Otherwise Report image specified in System Settings will be used
Page Title
- iQ Template Name
Cover Page Image
- Recommended image ratio 16:9
- The image is sourced from an attachment on the record’s associated Project record with description “Site Image”
- If there is no image then then the Page Title is vertically centred within the available space
Cover Page Fields
- The Cover Page fields will only be displayed if they have a value saved in the record
- The Cover Page fields will reflect any caption configuration (caption change/ display in interface)
- The Cover Page fields will localize depending on user running the report language setting
- The Cover Page fields (apart from Address) are sourced from the General Risk Assessment record
Address/Org Unit
- This is sourced from the “Address” field on the record’s associated Project
- If Address is empty then the Org Unit from the General Risk Assessment record will be shown
Risk Matrix
The Risk Matrix page will only be displayed if there is a selected risk factor for the Record.
- Page Title (taken from the Matrix Factor Caption Label)
- Matrix Guidance Notes of the Risk Matrix used in the record.
The Record's risk rating is displayed as follows:
- Matrix Factor Caption: Selected cell value/score (coloured)
- Severity Axis Caption: Severity Row Caption/score
- Likelihood Axis caption: Likelihood column Caption/score
Additional Fields
The page will only be displayed if the iQ template has additional fields and at least one has a value recorded
- No Title
- Each field will only display if there is a value recorded against it
Signatures
- The Signatures page will only show if there are signatures recorded against the record
Title
- Signatures title is non configurable
- Signature title is localized
Signature
- Signature captions (Full Name, Description, Signature) can be configured via caption maintenance
- Signature captions (Full Name, Description, Signature) are localized
Question Actions
Title
- “Question Actions” title is non configurable
- Titles will localize depending on the current user’s language setting
Ordering
- Actions created against iQ Questions are displayed first
- Actions will be sorted and grouped into iQ sections (in template order)
- Within the section the actions are ordered by Priority (high to low)
Section Header
- iQ section name will be a header
- Section header (and actions) will only display if there have been actions created within that section
The captions
- Action
- Action Detail
- Priority
- Current Status
- For User
- Category
- Due Date
- Colour coding of Priority – as configured in system settings
- Colour coding of Status– as configured in system settings
Record Actions
- “Record Actions” title is non configurable
- “Record Actions” title will localize depending on user running the report language setting
- Record level actions sorted by priority (high to low)
Template Guidance
If multimedia guidance is populated for the iQ template, then it will display in a new page
The following is a complete list of tags that will render as HTML when defined as placeholder text:
- Hyperlinks: <A href>
- Fonts: <FONT>
- Header, style and block elements: <H{n}>, <DIV>, <SPAN>,<P>, <DIV>, <LI>, <HN>
- Text format: <B>, <I>, <U>, <S>
- List handling: <OL>, <UL>, <LI>
Any other HTML markup tags will be ignored during report processing. If the HTML that is represented by the expression in the placeholder text is not well-formed, the placeholder is rendered as plain text. All HTML tags are case-insensitive.
IQ Questions & Answers
- The IQ Questions & Answers displayed are for a Checklist iQ Template Type
- The Questions & Answers are displayed in the order that they are set out in the template
- Only Sections and Q&A made visible by branching will be displayed
- Questions & Answers will display even if there is not an answer recorded in the record
Title
- iQ Template name
Section Name
- iQ Section Name
- Followed by all the Questions and Answers under that section
Question Text
- Question Text
Question Guidance
- Plain text guidance if present will be displayed
- Multimedia guidance will not be displayed
Answer
- The answer will be displayed in a column to the right of the question
Images
Show Images can be configured for the report.
Settings > System Configuration > Module Setup: Selecting “Reports” from the module cog menu
Check or uncheck the 'Show Images on Cog Report' for the report.
- If the Q&A has multiple attached images they will be displayed one after the other in 1 column
- They will be sorted by create date (oldest to newest)
Comments
- Comments will only display with a question & answer if there are Comments recorded for that Q&A
Notes
- Notes will only display with a question & answer if there are Notes recorded for that Q&A
- Notes are ordered by the Note Date (oldest to newest).