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SDM-DesignTracker 5.0 User Guide - MKS

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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 />

CHAPTER 7 UTILITIES • 119

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