Contents

Overview
Editing Report Layouts
Report Layout Names
List of Additional Functions
List of Category Identifiers

Overview

Reports provide two functions within TDOC as follows:

• Creation of documents such as letters and transmittals
• Present information in a structured manner viz a report.

The report layouts are configurable so that the layout of the document or report may be changed to suit the users specifi needs.

The default layout of all Reports includes a Logo for the User's. The Logo must be a Windows Bitmap, and named YourLogo.bmp. It is treated as follows:

• Its aspect ratio of the logo is retained,
• It will be expanded or shrunk to fit the default size, (for faster printing one of its dimensions it should the the same as one of the default dimensions so that it is not resized),
• The default size is 2.760 inches wide, and 0.573 inches high. Please note that this seemingly rather aribitarary size is convenient when represented in "Object Coordinates" in which the report definition is kept.

Two other types of images are available for use, and are stored within the database. A logo for each job, and a signature for each internal person with the appropriate authority, See Administrtaive Registers, Names and Jobs for details.

The default layout for many reports and documents includes the provision of functions (see below) for printing signatures and Job logos. The images are stored within the database, and for use a temporary image is generated and the deleted after use.

The same mechanism (ReportPro) is used in whether creating a document or a report. When a document or report is generated electronically (as opposed to being previewed or hard copy printed) the generated file is created in the Spool Directory, and given a unique name.

Using the EDM functionality built into TDOC, this file may be automatically archived once it has been despatched to a nominated directory.

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Editing Report Layouts
Select Report	The reports are listed in the section below this one. For example, to create a new General Document Form, open an existing one, and save it with the required new name. After editing, it must then be linked to its "Form Type" category: see Setting to Work; Categories.
Edit Report	Reports may be edited and the following actions taken: Adding more information from tables that are already linked to the report, Linking additional tables to the report, and use their information, Utilising functions to retrieve information from a table not linked to the report, Moving information and titles to the required position. For futher information on editing reports, see the ReportPro Help. This is accessed from the menu which replaces the normal menu when a report is opened.
Edit Report
Edit Help
Loading Images	The image is retrieved from the database and used to create a temporary file which is then used within the report. After use the image is then automatically deleted. There are several steps to loading an image as follows: Set the SpoolPath Report Variable using the GetSpoolPath() function as the expression, set at Report Level Create Logo file For Jobs: CreateSig('J', Docjb.Jobno) = 'Ok' For Names: CreateSig('J', Docjb.Jobno) = 'Ok' View the picture using the following expression: cSpoolPath + 'Logo_' + CheckPrintFileName(Alltrim(Docjb.Jobno)) + '.JPG' Logo's can print when: IsSigFile('J', Docjb.Jobno)
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Layout Names
Name	Type	Job	Description
DOCAC.rpt	Wk Pkg	Yes	List of Budget Transactions and Summary
DOCAC_F.rpt	Wk Pkg	Yes	Cashflow actual and projected by Period
DOCAD.rpt	System		List of Groups
DOCALD.rpt	System		List of Documents allocated to Groups
DOCALG.rpt	System		List of Groups with allocated Documents
DOCCA.rpt	Wk Pkg	Yes	Meeting Action List
DOCCA_Sht.rpt	Wk Pkg	Yes	Meeting Action Sheet
DOCCP.rpt	General	Yes	General Document Actions
DOCCU.rpt	Wk Pkg		List of Contacts
DOCCU_Sht.rpt	Wk Pkg	Yes	Contact Sheet
DOCDC.rpt	Wk Pkg		List of Keywords
DOCDD.rpt	Wk Pkg	Yes	Diary Report
DOCGD.rpt	General	Yes	List of General Documents
DOCGD_AsLogged.rpt	General	Yes	Prescribed Form - For "as logged" document
DOCGD_Letter.rpt	General	Yes	Typical Correspondence Item with signature and verification code.
DOCGD_RFI.rpt	General	Yes	Prescribed Form - For RFI Raised or Forwarded
DOCGD_RFIReply.rpt	General	Yes	Prescribed Form - For Response to RFI
DOCGD_CHG.rpt	General	Yes	Future Prescribed Form - For Change Request
DOCGD_CHGReply.rpt	General	Yes	Future Prescribed Form - For Response to Change Request
DOCGD_ClientInst.rpt	General	Yes	Future Prescribed Form - For Instructions from client
DOCGD_WorkInst.rpt	General	Yes	Future Prescribed Form - For Instructions to subcontractors
DOCGJ.rpt	System		List of Subjects
DOCGR.rpt	General	Yes	List of RFI's
DOCIN.rpt	Tech		List of Others Documents - Browse
DOCIS_A.rpt	Tech	Yes	List of Acknowledgements
DOCIS_C.rpt	Tech	Yes	List of Comment Sheets
DOCIS_XD.rpt	Tech	Yes	Issues by Document
DOCIS_XR.rpt	Tech	Yes	Issues by Recipient
DOCIT.rpt	Tech		Revisions Transformation List"
DOCIV_D.rpt	Tech	Yes	List of an Others Document - Doc / Revs / Movements [Browse, Drill]
DOCIV_IC.rpt	Tech		List of Incoming Documents and IC No
DOCIV_XD.rpt	Tech	Yes	List of Others Documents
DOCIV_XR.rpt	Tech	Yes	List of an Others Document to be Returned
DOCJB.rpt	System		List of Jobs and associated information
DOCKW_X.rpt	Wk Pkg	Yes	Keyword Search List
DOCLK.rpt	Tech	Yes	List of Documents and Attachments
DOCMJ_H.rpt	Wk Pkg	Yes	Meeting with History
DOCMJ_M.rpt	Wk Pkg	Yes	Minute of Meeting / Agenda
DOCNM.rpt	System		List of Names and associated information
DOCNM_MailShot.rpt	Wk Pkg	Yes	Contacts Mail Shot
DOCOW.rpt	Tech		List of Own Documents - Browse
DOCPJ.rpt	System		List of Projects
DOCPM.rpt	System		List of Items for a Category
DOCRQ.rpt	Tech	Yes	List of Requirements
DOCRQ_A.rpt	Tech	Yes	Earned Value Analysis
DOCRQ_N.rpt	Tech	Yes	Requirement Note
DOCRQ_X.rpt	Tech	Yes	Requirement Event Analysis
DOCRV_D.rpt	Tech	Yes	List of an Own Document - Doc / Revs / Movements [Browse, Drill]
DOCRV_X.rpt	Tech	Yes	List of Own Documents
DOCSL.rpt	Wk Pkg		List of Inspections
DOCSL_Sht.rpt	Wk Pkg	Yes	Inspection Sheet(s)
DOCTD.rpt	Wk Pkg		TimeSheet for Job or Person
DOCTE.rpt	Wk Pkg		Expenses for Person
DOCTS_X.rpt	Tech	Yes	Job Issues Matrix for selected Recipients and Documents
DOCTX.rpt	Wk Pkg	Yes	Chargeable Job Expenses
DOCUL.rpt	Misc		User Log
DOCWE.rpt	Wk Pkg		Event List
OTHACKN.rpt	Tech	Yes	Others Transmittal - Acknowledgement Note
OTHCNOTE.rpt	Tech	Yes	Others Transmittal - User Note (Spare)
OTHCOMM.rpt	Tech	Yes	Others Transmittal - Comment Sheet
OTHCOPY.rpt	Tech	Yes	Others Transmittal - Copied To Sheet
OTHFILE.rpt	Tech	Yes	Others Transmittal - File Copy
OTHPORD.rpt	Tech	Yes	Others Transmittal - Print Order
OTHTNOTE.rpt	Tech	Yes	Others Transmittal - Transmittal Note
OWNACKN.rpt	Tech	Yes	Own Transmittal - Acknowledgement Note
OWNCNOTE.rpt	Tech	Yes	Own Transmittal - User Note (Spare)
OWNCOMM.rpt	Tech	Yes	Own Transmittal - Comment Sheet
OWNCOPY.rpt	Tech	Yes	Own Transmittal - Copied To Sheet
OWNFILE.rpt	Tech	Yes	Own Transmittal - File Copy
OWNPORD.rpt	Tech	Yes	Own Transmittal - Print Order
OWNTNOTE.rpt	Tech	Yes	Own Transmittal - Transmittal Note
STRREP.rpt	Misc		Used for miscellaneous printing information (Portrait)
STRREPL.rpt	Misc		Used for miscellaneous printing information (Landscape)
TNOTELBL.rpt	Tech		Used for printing Labels for Transmittal Documents
YOURLOGO.bmp	All		A bitmap on all reports - Aspect Ratio: 4.75, Max Size (Inches) Width: 2.760, Height: 0.573
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List of Additional Functions
All Reports	PageCounter()		Increments the PageNo for multiple documents
	CreateSig()		Creates a Signature. [cType, cRef] cType: N(ame) or J(ob)
	GetSpoolPath()		Returns the Spool Path
	CheckPrint FileName()		Fixes PrintFile Names [cFileName]
	IsSigFile()		Checks that a Signature or Job Logo was created. [cType, cRef] cType: N(ame) or J(ob)
	HaspDongleName()		Returns the Name of the Licencee
	LoggedInUser()		Returns the NameRef of the Logged in User
	RPPrintRisk()		Returns the Risk for the level requested. [Code]
	LookupCategory()		Returns the Description of a Category Item. [Identifier, Code]
	LookupCatMsg()		Returns the Associated Message for a Category Item. [Identifier, Code]
	LookupNameX()		Returns the Organisation Name. [NameRef]
	LookupNameC()		Returns the Contact Name. [NameRef]
	LookupJob()		Returns the Job Title. [JobRef]
	LookupGroup()		Returns the Group Title. [GroupRef]
	LookupProject()		Returns the Project Title. [ProjectRef]
	LookupSubjectX()		Returns the Subject Title. [SubjectRef]
	LookupKeyWord()		Returns the Keyword description. [KeyWordRef]
Technical Documents	CheckIfDocAllocated()		Checks if Doc is Allocated [cJobno, cDocSrc, cMaker, cClientdrg]
	CheckIfDocInGroup()		Checks if Doc is in Group [cJobno,cDocsrc,cGroup,cMaker,cClientdrg]
	LookupIfReturn()		Checks if issues reason is a return [cCode]
	LookupIfHandOverDoc()		Checks if is a Handover Group Type [cCode]
	ShowRev() [Withdrawn]		Shows a revision. [cRevno, cDocSrc, cDrgno, cJobNo, cMaker]
	ShowRev2() [Withdrawn]		Shows a revision. [cDocSrc, cJobNo, cMaker, cRevno]
	ShowRevN()		Shown an Others Technical Document Revision [cJobNo, cMaker, cRevno]
	ShowRevW()		Shows an Own Technical Document Revision [cRevno]
SDRS Reports	CheckRequirementExists()		Validation
	RPEvents()		Create Event Data
	RPGetEvent()		Get Event Information
	RPAnalysis()		Create Event Analysis Data
	RPGetAnalysis()		Get Document / Event Analysis Data
	RPGroupAns()		Get Group Information
	RPGetGpAnalysis()		Get Group Summary Analysis Data
General Documents	LookupIfGenReturn()		Checks if Action requires a response
	CheckIfAnsReqd()		Checks if an Answer is Required
	CheckIfAnsSent()		Checks if an Answer was sent
	CheckIfRFIAnsSent()		Checks if an Incoming RFI has been fully actioned
Work Package	TSExps()		For Timesheet Report calculations
	TSHours()		For Timesheet Report calculations
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List of Category Identifiers
System Codes
Names	Position		D
	Org Type		P
Jobs	Type		J
Group	Type		B
Subject	Type		F
Technical Documents
Documents	Own Stage		G
	Type		Y
	Size		Z
Issues	Reason		S
	Material Type		M
	Return Status		T
General Documents
Documents	Form Type		C
	Action To Do		H
	Action Done		W
Work Packages
Contacts	Status		A
	Mode		L
	Reason		R
Diary	Type		I
Events	Type		E
Inspection	Task		N
Time Sheet	Activity Type		V
	Expense Type		X
Risks	Type		K [Future use]
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