Signoff Report


Signoff Report

Overview

The Signoff report allows you to report the signoff stages and users on pending or released objects over a specified timeframe.

You can view the Signoff report for the following objects:

  • Items/Parts/BOMs
  • Changes/ECOs
  • Quality/CAPA
  • Projects
  • Vendors
  • Vendor Items
  • Service Objects

To view the Signoff report, select the Signoff Report link from the Workflow/Signoff Reports section or Object specific section of the Home Page.

Report Basics

The Signoff report contains the following key areas:

Report Options

The report contains an Options pane that allows you to select which objects and states to include in the report. You can display and hide the Options pane by selecting the Options/Menu button.

The Options pane allows you to select/check which objects you wish to include in the report.

The Options pane provides the following report settings:

SettingDescription
Include released itemsIf this option is checked, the report will include all pending and released objects. If this option is unchecked, the report will only include pending objects.
Include signoff usersIf this option is checked, the report will include the signoff users. If this option is unchecked, the report will not include the signoff users.
Include reviewersIf this option is checked, the report will include all required and "review-only" signoff users. If this option is unchecked, the report will only include required signoff users.
Include separator rowIf this option is checked, the report will include a blank row in the report between each object. If this option is unchecked, the report will not include a blank row between each object.

You can limit the timeframe of the report by specifying the Requested From and the Requested To fields.

The report allows you to include specific field values to filter the report results.

Report Results

The report output includes the following fields:

The report also contains a column that will indicate the object type/icon.

You can sort any field by clicking the header title. A sort indicator will appear.

The report results will contain hyperlinks to launch the reported objects directly.

Results Export

You can export the results by clicking the Save/Export toolbar button.

From the Export Report panel, you can select the output format and file name.

Once the format and file have been specified, click the Save/Export Results button to create the report.

If the file is created successfully, the download link will be available. To view the report, click the download link.

Results Paging

The report toolbar will display the following information.

If the total number of returned records exceeds the number of results per page, the report will display a paging control.

You can navigate the results pages by clicking a specific page number or by using the Previous and Next buttons.