Screen flows

• Submit—Validate and save the changes.
• Refresh—Reload the original data. Any changes made since the last submit are lost.
• New—Create a new item related to the application.
• Save As—Create a new item based on the information provided by an existing item.
• Delete—Confirm and delete the current item.
• Open—Display a dialog box to enter an existing item to display its detail.
• New Search—Return to the Search screen and clear the search results and the search criteria.

Header

• Organisation Scope

  Indicates whether this entity is available organisation-wide or laboratory-wide.

  • Checked—The entity is available to users who are logged into any laboratory within the organisation.
  • Unchecked—The entity is only available to users who are logged into the current laboratory.

  Setting the report's scope upon successful creation depends upon the user's security level for the CCREPORT:CREATE resource. The only possible security level for the resource is full—full.

  A user can have multiple roles, and each role can contain different rights. Any of these role-right combinations may contain the resource.

  If the resource does not exist across all role-right combinations for the user, then the user has no access to the resource. Otherwise the user's security level for the resource is determined as the greatest scope across all role-right combinations for the user. For example, if a user has Role1 that contains RightA, and Right A contains security level 2 for the resource, and the same user has Role2 that contains RightB, and RightB contains security level 1 for the resource, then the user has a security level of 2 for the resource.

  The selection in this field can determine the visibility for other fields in this form, and the content of various drop-down selection lists.

• Type

  The type of report, denoting its use:

  • 00—Grid

  • 01—Certificate

  • 02—Paperwork

  • 03—Labels

  • 04—Invoices

  • 05—Summary Sheet

  • 06—Worksheet

  • 07—Prep Sheet

  • 08—Job Sheet

  • 09—Report

  • 10—Credit Note

  • 11—Instrument Upload

  • 12—Financial

  • 13—Status

  • 14—Cost Invoice

  • 15—Proposal Invoice

  • 16—Other.

• Report Code

  The unique code assigned to the report.

  For report creation from a report request:

  • A Report Code is generated by the syntax that is in scope and has a Syntax Type of Report and a Syntax Code of REPORT_CODE_SYNTAX.

  • Where the syntax is not found, or the syntax is found but the syntax cannot generate a code, then an error is raised.

  • Where the generated report's Report Code is not unique within scope, then an error is raised.

  • Where the generated reports Report Code does not satisfy code validation, then an error is raised.

• Name

  The name of the generated report.

• Description

  The description of the generated report.

• Report Status Type

  The status type of the generated report, where the report's Report Type is Certificate:

  • Internal

  • Preliminary

  • Final.

• Is Active

  Indicates whether the entity is available in drop-down lists when selecting a category for an entity. An inactive entity cannot be selected for use.

• Is Uploaded

  Indicates whether the historical report was added from an externally generated report.

• Date Created

  The date-time at which the report was created. Display only.

• Created By

  The code of the user who generated the report. Display only.

• Report Number

  The number of the generated report. Where a syntax with a Code of REPORT_NUMBER is defined with lab-scope, then every certificate report with a Report Status Type of Preliminary or Final has a unique report number assigned to it upon generation. Display only.

• File

  The name of the generated report document, and icons to click to upload or download the report document. Display only.

• Report Template Code

  The code of the report template used to generate the report. Display only.

• Original Report Code

  The code of the original generated report, where the report's Type is Certificate and the Is Unloaded is selected, and an external generated report is added in context of an existing generated report.

• Report Request Code

  The code of the report request used to generate the report, where the report' Type is Certificate, Paperwork or Labels, that is, any report generated using a report request. Display only.