PENG Situation Reps Tab

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Situation Reps Tab

Main Interface

PENG-Situation Reps-Main Interface.png

Toolbar Options

Value Use Case Notes
Create New Enabled the Creation of a new Report.
  • Upon Creation all instances of text entries in the header, body or footer will be All Caps.
Edit Dates Launches the Edit Situation Report Dialog.
  • Upon Editing all instances of text entries in the header, body or footer will be All Caps.
Export Saves an offline copy of the existing Report(s) to the Users Local Machine as a Word Document.
  • Multiple Items can be Exported
Print Enables Printing of the Report(s) and Saving as a PDF.
  • Multiple Items can be printed
Save Saves any edits performed on the existing report.
  • Upon Save all instances of text entries in the header, body or footer will be All Caps.

Export

Business Rules

  • If one report is selected, initiate the display of that document in its native format.
  • If multiple reports are selected, combine all selected documents into one report, displayed from newest to oldest, and initiate the display of that document in its native format.
  • When a User selects the folder where the files are to be downloaded, utilize that same folder as a default for all downloads within the same session.

Print

Business Rules

  • If one report is selected, initiate the print action.
  • If multiple reports are selected, initiate the print action and print all the selected files in order from newest to oldest.

Edit Situation Report Modal

PENG-Situation Reps-Main Interface-Edit Report.png

Edit Dates

PENG-Situation Reps-Main Interface-Edit Report-Edit Dates.png

Business Rules

  • No items designated as Watch List items are red on the Gantt tab of the Progress Status Report means no change.
  • If any item(s) designated as Watch List items are red on the Gantt tab of the Progress Status Report: 
    • Remove prepopulated text of NO SIGNIFICANT PROBLEMS.
    • Insert a numerical listing of the Work Item number, CCO number (if applicable), the Title and a colon all in capital letters.
    • Skip a carriage return between multiple items.

Multi-Select

PENG-Situation Reps-Main Interface-Multiple Items.png

Business Rules

  • Multiple Items can be selected on the Main grid by clicking the checkboxes or by holding the keyboard button Shift when making a selection on the grid.