Reports, Review & Sign-Off

Accessing Reports

Navigate to Reports

1. From the main menu, go to Reports.
2. Select applicable filters
3. Select the date range you want to review.
4. Apply Filters

Reports can be generated:

• Weekly
• Monthly
• Custom date ranges
• By department, instrument, or log type

How to Use the Report Summary View

After generating a report, the Summary View provides a high-level snapshot of activity for the selected period.

The summary includes:

• Total tasks scheduled
• Completed tasks
• Missed or overdue tasks
• Tasks with modified date
• Logged downtime
• Failed data entries

This view allows you to quickly assess compliance and performance without opening individual logs.

How to Perform a Detailed Review

1. Navigate to Reports → Reports and Sign-Off section.
2. Locate the log you want to review and select Review from the action menu.
3. Use the Flagged Items View to focus on entries that require attention, including:
   • Missed tasks
   • Failed results
   • Tasks with comments
4. Switch to the All Records View to see a complete list of all entries for the selected date range.
5. Select Review on individual tasks to open the full record.
6. Add supervisory review notes and document corrective actions, if required.

Sign-Off Logs

Once the review is complete:

1. Select Sign Off.
2. Choose your Role / Job Title.
3. Select the appropriate Sign-Off Type.
4. Add comments, if applicable.
5. Enter your assigned 4-digit PIN.
6. Select Sign Off to complete the process.

Exporting Reports for Inspections

From Reports or individual logs, users may:

• Export reports (PDF/CSV)
• Print records for inspectors
• Include:
  • Task results
  • Error history
  • Reviewer comments
  • Digital signatures