QA Report: Checkpoint Templates

Overview

The Checkpoint Templates Report prints details of a Checkpoint Template. It is useful to review the setup of a Checkpoint Template.

The report can be filtered by Response Systems, Templates, and Template Types. The report includes Item Details by default. You can also select to include Template Notes.

Shortcuts

  • Press ALT + F to open the File menu
  • Press ALT + W to open the Window menu
  • Press ALT + H to open the Help menu
  • Press ALT + V to Preview
  • Press ALT + P to Print
  • Press ALT + X to Export

Security

The QA Report Checkpoint Templates screen is part of the QA Reports ALL Security Group.

Tip:  For more information see Security Groups Overview and Security Groups By Module.

Checkpoint Templates report options screen

Related Information

Key Functionality

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access. The default company prints on every page of the report.

If the User has permission to only one company, then just that one company will display in the list. If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company. For more information see Learning about WinTeam Reports.

Response Systems

Use the Response Systems category to filter the report based on the Response System.

Select All to include all Templates on the report.

Select Pick to define specific Response Systems for the report. When you select Pick, a list of Response Systems displays. Select the check box next to each Response System to include on the report.

Templates

Use the Templates category to select the Templates to include on the report.

Select All to include all Templates on the report.

Select Pick to define specific Templates for the report. When you select Pick, a list of active Templates displays. Select the check box next to each Template to include the on the report.

Template Types

Use the Template Types category to select the Template Types to include on the report.

Select All to include all Template Types.

Select Pick to define specific Template Types for the report. When you select Pick, the Template Types list displays. Select the check box next to each Template Type to include on the report.

Status

When Active is selected, only the active Checkpoint Templates are displayed on the report.

When Inactive is selected, only the inactive Checkpoint Templates are displayed on the report.

When Both is selected, all Checkpoint Templates are displayed on the report.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

This Tier Template does not support the Group By and Print functionality.

Include Item Details

Select the Include Item Details check box to include the Details from the Items screen. This option is selected by default.

Include Template Notes

Select the Include Template Notes check box to include the Notes from the Checkpoint Templates screen. this option is not selected by default.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).

Checkpoint Template Report