Generating a Report

Prerequisites for Report Generation

Before generating a report, ensure you have completed:

Template Requirements:

• Required Notes: All mandatory note selections must be completed
• Template Questions: Essential questions must be answered
• Progress Indicators: Check that inspection progress shows completion

Observation Content:

• Applied Comments: Comments from your library applied to observations
• Custom Observations: Manually created observations with complete details
• Photos and Media: Visual documentation attached to relevant observations
• Audio Transcriptions: Voice notes processed and integrated

Starting Report Generation

Accessing Report Generation

From Inspection Screen:

1. Navigate to Inspection: Open the specific inspection for report generation
2. Locate Generate Button: Find the "Generate Report" or "View Report" button, typically located:
   • In the inspection details view
   • On the main inspection screen
   • In the bottom toolbar
3. Initiate Process: Tap the button to begin report generation

Generation Process Overview

When you initiate report generation, the system:

Collects Inspection Data:

• Observations: Gathers all observations with applied comments
• Template Content: Includes required note selections and question answers
• Media Files: Processes photos, audio, and annotations
• Template Structure: Applies selected template organization

How Comments Appear in Reports

Applied Comments Integration

Defect Comments:

• Observation Content: Comment title becomes observation title
• Description: Comment description appears as observation description
• Recommendations: Comment recommendations included in observation
• Severity: Comment severity level displayed if applicable
• Location: Location information from comment or customized during application

Note Comments:

• Informational Content: Note comments appear as informational observations
• Context Provision: Provide background and context for report sections
• Professional Language: Maintain consistent professional tone throughout report
• Template Integration: Seamlessly integrated with other template content

Comment Customization Impact

Modified Comments:

• Customized Content: Any modifications made during comment application are preserved
• Location Specificity: Site-specific details added during inspection appear in report
• Enhanced Descriptions: Additional details added to standard comment content
• Severity Adjustments: Modified severity levels reflected in report presentation

Required Notes in Reports

Note Selection Display

Dropdown Notes:

• Single Selections: Selected option appears as labeled field in report
• Professional Format: Note group title used as field label
• Complete Content: Full text of selected note included in report
• Consistent Placement: Appears in designated subcategory section

Checkbox Notes:

• Multiple Selections: All selected notes listed under group title
• Organized Display: Notes presented in logical, readable format
• Complete Information: Full content of each selected note included
• Professional Integration: Seamlessly integrated with other report content

Template Questions in Reports

Question Response Integration

Text Questions:

• Labeled Responses: Question text serves as field label
• Complete Answers: Full response content included in report
• Contextual Placement: Appears in relevant template section
• Professional Format: Consistent formatting with other content

Multiple Choice Questions:

• Selected Options: Chosen options displayed clearly
• Question Context: Original question provides context for selections
• Complete Information: All relevant details included
• Organized Presentation: Logical arrangement within report sections

Quality Assurance During Generation

Automated Checks

Content Validation:

• Required Completion: Verifies all mandatory fields completed
• Content Quality: Checks for completeness and consistency
• Format Validation: Ensures proper formatting and presentation
• Integration Verification: Confirms all content properly integrated

Error Handling:

• Missing Content: Identifies incomplete sections
• Format Issues: Detects and resolves formatting problems
• Content Conflicts: Resolves any content integration issues
• Quality Warnings: Alerts to potential quality concerns

Post-Generation Options

Once report generation is complete:

Immediate Actions:

• Review Content: View the generated report for accuracy
• Edit if Needed: Make corrections or additions to the report
• Share or Download: Download as PDF or share electronically

Quality Assurance:

• Content Verification: Ensure all applied comments appear correctly
• Note Integration: Verify required note selections are properly displayed
• Professional Presentation: Confirm report meets professional standards
• Client Requirements: Ensure report meets specific client needs

Troubleshooting Report Generation

Common Issues

Generation Failure:

• Incomplete Requirements: Check for missing required notes or questions
• Content Issues: Verify all observations have necessary content
• Template Problems: Ensure template is properly configured
• System Issues: Check network connectivity and app status

Performance Optimization:

• Complete Content: Ensure all content is complete before generation
• Optimize Media: Compress large photos or audio files if needed
• Network Stability: Use stable internet connection for generation
• App Performance: Ensure sufficient device resources available

The report generation process integrates all aspects of your inspection - from comment library applications to required note selections - into a comprehensive, professional document that accurately represents your inspection findings.