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SimplyPats Portable Appliance Testing Software
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 Post subject: Recommendations Report
PostPosted: Tue Oct 06, 2015 10:48 am 
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V2 Recommendations Report

The V2 Recommendations Report can be created and saved along with each data file, meaning that each one is unique and can be specific to a certain Job, Customer, Site, Location or selected appliances depending on how you manage your data.

This Report is ideal if you want to point out to your customer that you were not allowed access to a certain location, or appliances were being used off site and could not be tested, or for anything else you think should be recorded applicable to the work carried out such as particular hazards relating to appliances that you have tested for example.

Because the V2 Recommendations Report is user generated, you can include anything you want in it.

Below is a quick example showing the use of this feature.

How do I create a V2 Recommendations Report?

Load the data file that you want to create the Recommendations Report for.

From the Tools Menu in SimplyPats select Edit RTF Document

File comment: SimplyPats create Recommendations Report
Edit_RTF.png [ 18.06 KiB | Viewed 4358 times ]

The Edit RTF Document screen acts as a mini word processor (See image below)

File comment: SimplyPats Recommendations Report Editor
RTF_Editor.png [ 22.41 KiB | Viewed 4358 times ]

In the example above we have entered some text including headings in red and used bullet points, however we also wanted to include the details of certain appliances so we could point out potential risks.

We saved the document using the Save button to the right before adding the Risk Assessment text. IMPORTANT: regarding saving your document - it will suggest the name (which is the same as your file name) and the location to save it (the same folder as your data file) - do not change the name or the location!

In the following screen shot you can see that we have selected 3 appliances on the main data grid.

File comment: PAT Testing pointing possible Risks using the Recommendations Report and entering Risk Assessment heading
Select_Appliances.png [ 46.24 KiB | Viewed 4358 times ]

If we bring up the RTF Editor again (Tools > Edit RTF Document) and press the APP INSERT button (Top Left) it will copy in the information relating to Appliance Id, Description, Site, Location and Test Date of all the selected appliances.

You can now add further text and a heading such as in the example, just remember to save it after making any changes.

The above example is very simplistic but should give you a good example of what is possible.

As pointed out, the Recommendations Report is saved using the same Name as the SimplyPats Data File it relates to, it is also saved in your SimplyPats Data Folder so can easily be backed up with the rest of your Data. if needed, you could also open and edit the file in any software that supports .rtf documents (Microsoft Word for example), just remember to keep the file name and save location the same.

Copy and Paste from other software such as Microsoft Word or Excel

Functionality to allow Copy and Paste of content from external documents also exists, however the formatting from the original source may vary depending on the complexity of the original document.

Including Images

Images can be inserted using the IMAGE icon, we recommend using .JPG, .BMP or .GIF file formats.

How do I print the Report?

The V2 Recommendations Report is available from the File > Print Results screen and is listed with the other available Reports on the Preview Report drop down menu to the left.
This is what our Report looks like using the example we created.

File comment: SimplyPats - Printing or exporting the V2 Recommendations Report
Recommendation_report.png [ 29.65 KiB | Viewed 4358 times ]

Unfortunately at the time of writing, the V2 Recommendations Report is not available from the Print Sequence feature. If you want to print it as part of a print run to include with any Reports that you generate from the Print Sequence you can simply select the V2 Recommendations Report from the Preview Report drop down menu on the Print Results screen.

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