Designate what to Include in Summary
Clink into the procedure you wish to create the Summary Report for.
Enter EDIT mode.
Command, Expression, Field Input, Field Input Reference, Table, Parts Check In / Check Out / Usage, Tools Check In / Check Out / Usage Telemetry can all be included in summary.
Check the INCLUDE IN SUMMARY box next to all of the fields you want included in the Summary Report.
Click save icon.
Changes to a procedure, even checking or unchecking the Include In Summary box, will re-set the review approvals and will require the procedure to be reviewed, signed off, and released again.
Generate the Summary Report
Click into Runs page and then into the Ended tab.
Select the run you would like to view the Summary Report for.
Click VIEW SUMMARY.
Details for the run (Progress, Started by / time, Ended by / time, Status)
View the Run Summary or the Run Attachments*
Toggle Summary Data on or off in the report
Toggle Activity on or off in the report
Print to PDF
Attachments
Switch over to the Attachments tab to view all of the attachments that were added during the run along with their corresponding steps and upload information. This page can also be printed.
