Enter reporting details for a job

1. Open a registered job to display the PROFILE—JobEdit Form.
2. Click ... to locate and upload a Report template for the job's certificate report. Template files are typically located in the folder defined by the TemplateDirectory GLOBAL setting.
3. Select the primary Report client. For client lookup, enter a search string in the field that matches one or more client codes, using the percent sign (%) as a wildcard, and click the F2 function key to open the client lookup form to display matching client codes from all laboratories, including clients that are disabled. The ClientReportLookupColumns PROFILE program settings defines the columns of client details on display, and the ClientReportLookupField PROFILE program setting defines the field returned from the lookup to the grid. Double-click the required client code.
4. To enter other stakeholder clients for reports:
   1. Select the Clients tab.
   2. To add a stakeholder client:
      1. Select the Client code. For client lookup, enter a search string in the field that matches one or more client codes, using the percent sign (%) as a wildcard, and click the F2 function key to open the client lookup form to display matching client codes from all laboratories, including clients that are disabled. The ClientReportLookupColumns PROFILE program settints defines the columns of client details on display, and the ClientReportLookupField PROFILE program setting defines the field returned from the lookup to the grid. Double-click the required client code.
      2. Select the Contact code.
      3. Click ... to locate and upload a Report template for the job's certificate report. Template files are typically located in the folder defined by the TemplateDirectory GLOBAL setting.
      4. Select the Scheme codes of the job schemes to include in the client's report.
      5. Click to add the client details to the Client grid.
   3. To update a stakeholder client:
      1. Select the row in the Client grid to populate the Client code, Contact code, Template file and Scheme codes.
      2. Update the Client code, Contact code, Template file and Scheme codes, as required.
      3. Click to update the stakeholder client details in the grid.
   4. To delete a stakeholder client:
      1. Select the row in the Client grid and click to delete the client stakeholder.
5. Click Save to close the form and save the changes, or click Close to close the form.