Generate Lot Register Reports

The Lot Register offers many report options, both for periodic reporting or at completion to create a handover package of your project for all Lots. 

The following reports can be generated from the Lot Register:

• Conformance Report
• Quantity Sheet
• Measure Up Sheet
• Conformance Declaration
• Lot Register Report
• Lot Summary

Select and Generate Reports 

1. Select a project, and navigate to the Lot Register (under Quality Assurance).

2. Select the relevant Lots from the register. You can select more than one Lot at a time.

3. Click on the Printer icon on the right panel, to view available report options (Please refer to Step 6 for Lot Summary Reports). 

4. After the PDF reports are downloaded, they can be sent as attachments for approval and sign off, and save to Filestore as evidence for your Conformance portfolio. 

Note: The Effective Qty can be less than Measured Qty, based on what's being paid while the Measured Qty is based on the actual quantity of work completed.   

Customize Lot Conformance Report 

5a. There are two options to customize the Lot Conformance Report. For a quick and easy customization, 

click on Conformance Report Options under the Reports icon.  

5b. On the Conformance Report Options panel, tick the options that you want on your report before generating the report. You can also save the selected report options as your default report settings by clicking on the "Save As Default" tab. 

Caution: If you have many photos or some photos in large file sizes, these will hamper your report download. It is strongly recommended that you DO NOT switch on the Photos option if you have many Photos linked to the selected Lots.

5c. For a full report customization, click on the vertical ellipsis - Customize (Fig 5c- i) next to each report. The Custom Report designer box ( Fig 5c-ii) will open with all the tools to modify the report. 

Fig 5c -i

Fig 5c-ii

Generate the Lot Summary Report

6a. The Lot Summary provides a way to create a report showing all the records (e.g. Non-Conformance Report, Checklist, Test Request, Approvals, etc) associated with a Lot including attached Lot documents. This is available on a lot-by-lot basis.

You can select one lot or multiple lots at a time. However, when multiple lots are selected, the list will display the types of records rather than actual records for a specific lot. Also, the reports for multiple lot selection downloaded will be contained in zip files.

To go to Lot Summary, click on Reports (Printer icon on the right panel), after you have selected your lot/s.  

6b. Select the reports that you want to generate by ticking the boxes next to the Doc Name. Click “Preview” ( for single lot selection - Fig 6b.i ) to view or download, or “Download” or “Save to Filestore” (for multiple lot selection - Fig 6b.ii).

Caution: If you have many photos/files or some photos/files in large file sizes, these will hamper your report download. It is strongly recommended that you DO NOT select many photos/files in large file sizes linked to the selected Lots.

Fig 6b.i - Single Lot Selection

Fig 6b.ii -Multiple Lot Selection

Build a Conformance Folio 

As your project progresses, it will be useful to compile and sort all your lot documentation into folders respective to the lots. This is done by building a Conformance Folio.

7a. After selecting one or more lots, click on Reports (Printer icon on the right panel), then "Build Conformance Folio".  

7b. Tick the options that you wish to download and click "Download Folio". Refer to the descriptions below on what the options mean. 

All reports will automatically be downloaded to your "Download" folder.   

Caution: If you have many photos/files or some photos/files in large file sizes, these will hamper your report download. It is strongly recommended that you DO NOT select these options if you have many photos/files  linked to the selected Lots.

• None - This option generates the Lot register report, the Conformance report and all the reports of the items ( e.g. Approvals, Checklists, etc ) that are referenced by the selected lot/s. The related item reports will be found in individual item folders within the lot folder.  

         

• Related - This option generates the Lot register report, the Conformance report and all the reports of the items ( e.g. Approvals, Checklists, etc ) that are referenced by the lot, plus all the other register reports with items that have been referenced by the selected lot/s. In addition, individual top folders of the items that have been referenced by the lot will also be created.  

      

• All - This option generates all the reports including the register reports showing all the items in each register even though they are not related to the selected lot/s.