2.2 View Report Template

This topic provides the systematic instructions to view the uploaded report template.

The status of the uploaded report is displayed as Unauthorized and Open. Once the checker authorizes the report, the status is updated to Authorized and Open.

Specify User ID and Password, and login Home screen.

1. On Home screen, click Core Maintenance. Under Core Maintenance, click Report Maintenance.
2. Under Report Maintenance, click Report Template. Under Report Template, click View Report Template.
   The View Report Template screen displays.

   Figure 2-2 View Report Template

   
   

   
   Description of "Figure 2-2 View Report Template"

   
   

   For more information on fields, refer to the field description table.

   Table 2-2 View Report Template - Field Description

   Field	Description
   Template Name	Displays the name of the template.
   Mod No	Displays the modification version number.
   Template Type	Displays the output type of the template.
   Authorization Status	Displays the authorization status of the report template. The available options are: Authorized Rejected Unauthorized
   Record Status	Displays the record status of the report template. The available options are: Open Closed
   Modification Number	Displays the number of modification performed on the record.

3. Click Search button.
   The View Report Template - Search screen displays.

   Figure 2-3 View Report Template - Search

   
   

   
   Description of "Figure 2-3 View Report Template - Search"

   
   
4. Specify the fields on View Report Template - Search screen.

   For more information on fields, refer to the field description table.

   Table 2-3 View Report Template - Search - Field Description

   Field	Description
   Template Name	Specify the uploaded template name.
   Template Description	Specify the description for the uploaded report.
   Authorization Status	Select the authorization status of the report from the drop-down list. The options are: Authorized Rejected Unauthorized
   Record Status	Select the record status of the report from the drop-down list. The options are: Open Closed Close option is available only for Authorized report record.

5. Click the widget to view the uploaded report details.
   The Report Template Maintenance screen displays.

   For more information on fields, refer to the field description table.

   Table 2-4 Report Template Maintenance - Field Description

   Field	Description
   Template Name	Displays the uploaded template name.
   Template Description	Displays the description for the uploaded report.
   Template Type	Displays the output format type for the template report.
   Upload Template	Displays the template filename.
   Template Filename	Displays the template file name. Note: The user can view the name only after uploading the template.
   Upload Images	Displays the following fields. Image Filename Image Relative Path Image Action
   Add Images	Click this button to add the image. The user can upload multiple images if required.
   Image Filename	View the file name of the uploaded image.
   Image Relative Path	View the file path of the image that is stored in the server.
   Image Action	This field displays a Delete button, which is not enabled.

6. For actions that can be performed further, refer to Basic Actions section.