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CHAPTER 7 UTILITIES<br />
Overview<br />
This chapter describes the reporting capabilities and update procedures used to<br />
update <strong>SDM</strong>-<strong>DesignTracker</strong> information to <strong>SDM</strong>-ProjectMaster.<br />
Printing the Service Request Standard Report<br />
The standard report is used to create a service request report. The Print Service<br />
Requests selection criteria directly reflects your default subsetting information<br />
defined in the Work with <strong>User</strong> Profiles panel, option 7=SR subset values, or can be<br />
based on a custom subset defined in Select Records.<br />
Access to subset fields depends on your subset authority. If your subset authority in<br />
Work with <strong>User</strong> Profiles is set to 1, default subset information can be changed. If<br />
your subset authority is set to 0, you only have access to the fields not restricted by<br />
your subset defaults.<br />
Use this option to produce a hard copy report of selected service requests. Typically,<br />
a project leader generates this report when the information is needed.<br />
A service request subset must be determined in Work with <strong>User</strong> Profiles (option<br />
7=SR subset values) for users who do not have subset authority.<br />
To print a service request standard report:<br />
1. From the <strong>SDM</strong>-<strong>DesignTracker</strong> menu, type option 7 and press ENTER<br />
to display the Define Subset panel.<br />
The Define Subset panel allows you to select the type of subset to apply<br />
to run the report. There are two available subsets to select from:<br />
Record Selection accesses the Print Service Requests Standard<br />
Report subset panel. This subset allow you to change the standard<br />
subset selection criteria. Go to step 2 if you want to select this<br />
report subset.<br />
Extended Record Selection accesses the Select Records panel.<br />
This subset allows you to create customized subset selection<br />
criteria using a wider range of information. Go to step 3 if you<br />
want to customize the report subset.<br />
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