Visit Boris website Viewing and editing reports

Viewing a report in Boris is simple - just click on the desired item.

It is possible to filter report lists using the drop down-lists positioned at the top of each column. By default these columns contain date, customer, location, template name and user, but can be customised in the template - see Report lists in the Template paramenters help for further details.

To Edit an item in a report you need to have it open for viewing. Then click on the required item and a pop-up box will appear. A few examples of amendable items are shown below.

Report header

The top of the report will look something like the image to the right. None of these items can be amended from here, but it is possible to view follow up actions and mark them as complete with a username, a date and any relevant comments.

For help changing other items in the Report header such as Job data and Status, see help for the type of report you wish to amend - Incomplete reports, Complete reports or Released reports.

Risk factors

The Risk factor item type is where a device user identifies the risk of a particular item (eg. unsafe appliance, poor hygiene, unsealed fire door).

More help on Risk factors is available.

Risk factor findings

Risk factor findings are attached to Risk factor scores (see above) and elaborate on the situation.

More help on Risk factor findings is available.

Tables - listed items

Tables can contain items from a readymade list or a user can enter free text items.

More help on Tables or Invoice table is available.

Tables - ad hoc items

Tables can contain items from a readymade list or a user can enter free text items.

More help on Tables or Invoice table is available.

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.