Administrator Guide 2017
Viewing and editing reports

Viewing a report in magic5 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 click on it to open it for viewing, then click on the required item and a pop-up box will appear. A few examples of amendable items are shown below.

Buttons

At the bottom of the report are some buttons.

  • PDF version produces a PDF version of the report as it is.
  • Release for sign-off changes the report status to 'released'.
  • Add photo adds a photo to a specified item in the report (see image to right).  Photos are uploaded by clicking the 'Add attachment' link.

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.