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
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.
Report Approver - The user who will sign off the report. Optional for most report types but required by some (for example PSI uses the Report Approver as the "Approved by" signatory on the Document Control page).
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.
Historical Data Reporting Cutoff Date - The cutoff date for historical data included in this report. Set this when the report should only consider events on or before a specific date.
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.
A Report Approver is optional in general but is required by some report types (notably PSI).
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.
Setting the Historical Data Reporting Cutoff Date after documents have already been generated requires a regeneration on the Draft Documents tab to take effect.