I can't add a report section to my report


 Product(s):AssetWise Inspections Server
 Version(s):N\A
 Environment:ALL
 Area:N/A
 Subarea:N\A

Review previously attached and/or removed report sections

Background

A user with an in-progress report finds they cannot add a supplemental report section, despite it already being added to the report

Steps to Accomplish - Click on images to expand

Option 1 Review the existing, attached, and removed report sections; add back and/or delete a Poorly Named Report Section (PNRS)

  1. from within the open report, go to Report Sections form

  2. review existing report sections

  3. Add Sections/PDF Attachments - 
    a) be sure to scroll down to view both the report attachments (note the location of the slider), and to see possible removed (or previously attached) sections 


    b) if a removed section is visible, and contains html-like characters, add the section back to the report & edit the section name so the characters are removed 


    c) DESELECT the section from being viewed within the report if it is not desired, OR


    d) use the trash can to delete the (added back) section, after it has been renamed & saved within the report


    e) Save Order Changes 

  4. the section has been renamed/deleted and will no longer impact this specific open report

Option 2 Remove/Delete the PNRS from all future reports of this type

  1. Administration >

  2. Site Configuration >

  3. Manage Asset & Report Settings >

  4. Configure >

  5. Report Types

  6. Select the report type associated with the poorly named report section > 

  7. Trash Can icon (to Delete the PNRS) 

  8. Are you sure you want to remove PNRS from SelectedReportSection? 

    OK if appropriate, Cancel if an incorrect section was selected 

  9. SAVE

  10. This will remove the section from all Newly Created reports of this type, and will not impact reports already in progress

Option 3 Edit the PNRS name for all future reports of this type

  1. Administration >

  2. Site Configuration >

  3. Manage Asset & Report Settings >

  4. Configure >

  5. Report Sections >

  6. Select the report type associated with the PNRS >

  7. Pencil Icon (Edit)  

  8. Select the PNRS name field

  9. remove characters such as apostrophe ' quotes " pound sign # asterisk * ampersand & percent % from the PNRS Name field

  10. SAVE 

  11. This will rename the PNRS in all Newly Created reports of this type, and will not impact reports currently in progress