Overview
The General tab is the main landing page when you open a client report. It contains all of the report's core information — its identity, associations, team assignments, and timeline.
General Information
Name (required) — The display name of the report
Document Code (required) — A unique identifier for the report. This auto-generates when a project and site are selected if left blank, or you can enter a custom code
Report Type — Shows which type of report this is. This is read-only and cannot be changed after creation
Status (required) — The current workflow status of the report (e.g., Draft, Awaiting Review, Approved). Changing the status to certain milestones may automatically record dates (e.g., setting status to Approved updates the Approved Date)
Description / Notes
A free-text field for any additional context, instructions, or scope notes relevant to the report.
Associations
Project (required) — The project this report belongs to. Changing the project resets the site and fieldwork task selections
Site (required) — The site for this report. The site dropdown is populated based on the selected project. Changing the site refreshes the available fieldwork tasks and may auto-generate a new document code if the field is empty
Associated Fieldwork Tasks (optional, multi-select) — The fieldwork tasks linked to this report. Each selected task has a link icon to open the fieldwork task in a new tab for quick reference
Additional Settings (QA/QC Review Reports Only)
This section only appears for QA/QC Review report types.
Review Type (required) — The specific review type. Options are filtered by the site's state or territory
Assignment
Report Writer — The user responsible for writing the report. A report writer must be assigned before documents can be generated on the Draft Documents tab
Report Reviewers (multi-select) — The users responsible for reviewing the report. At least one reviewer must be assigned before documents can be generated
Timeline
Start Date — When work on the report begins
Due Date — The target completion date
Submitted Date — The date and time the report was submitted for review
Approved Date — The date and time the report was approved
Differences from the Create Page
Report Type is read-only on the edit page — it cannot be changed after creation
Status, Submitted Date, and Approved Date fields are only available on the edit page
An Audit Log button is available in the top-right corner to view the history of changes made to this report
Things to Know
Changing the Project or Site will reset fieldwork task selections. Re-select any associated tasks after making changes.
A Report Writer and at least one Report Reviewer must be assigned before you can generate documents on the Draft Documents tab.
If you change associations or settings after documents have been generated, you may need to regenerate documents on the Draft Documents tab for the changes to take effect.