Overview
The Additional Data tab is where you upload files and provide supplementary information required for report generation. The fields on this tab are dynamic - they change based on the report type (and for QA/QC reports, the review type). Each item is labelled as either Required or Optional.
This tab only appears for report types that have additional data definitions configured. If you do not see it, the report type does not require any supplementary data.
What You'll See
Each data item is displayed as a card with:
A label describing what data is needed.
A Required (red) or Optional (grey) badge.
A description (if available) with further detail about the expected input.
An input field appropriate to the data type.
Some items arrive pre-populated with a default value. For example, the PSI Report Reason field opens with the canonical opening sentence already in place. You can edit it, leave it as is, or clear it. An empty save is preserved (the default does no re-appear on the next visit).
File Uploads
For file-type items:
Use the file input to select a file from your computer. Accepted file formats are listed below the input (for example .pdf, .docx, .xlsx).
If a file has already been uploaded, it is displayed with the filename, file size, and a link to view or download it.
To replace an existing file, click the trash icon to delete it, then upload a new one. Deletion requires confirmation.
Some items support multiple file uploads. The remaining capacity is shown next to the input (for example "Accepted: .pdf - 2 of 3 slots remaining"). Once the maximum is reached, the message becomes "Maximum of 3 files reached. Delete a file to upload a replacement." and the upload control is hidden.
Other Input Types
Non-file items use an input type that matches the data requirement:
Text - A free-text field
Number - A numeric input
Date - A date picker
Boolean - A toggle switch (on/off)
Dropdown - A selection from a predefined list of options
Things to Know
Items marked Required must be provided before report documents can be generated on the Draft Documents tab. A warning appears below any unsatisfied required items.
Previously saved data is retained when you return to this tab. You can complete items across multiple sessions.
Changes are only saved when you click the Save button. Navigating away without saving will lose unsaved changes.
Some items have a sensible default value (for example PSI's Report Reason). The default only fills in when the row has never been saved before. Once you save, the value you saved is what you get back next time, even if that value is empty.