SDM-DesignTracker 5.0 User Guide - MKS

Printing the Service Request Summary Report
The Service Request Summary Report is used to create a service request report of
user-defined selection, sort and format options.
The Print Service Requests record selection criteria directly reflects the default
subsetting information setup for you in the Work with User Profiles panel option
7=SR subset values. Access to the subset fields depends on your subset authority. If
your subset authority in your user profile is set to 1, default subset information can be
changed. If your subset authority is set to 0, you only have access to the fields not
restricted by your subset defaults.
Use this option to produce a hard copy report of selected service requests using userdefined
criteria.
A project leader typically runs this report whenever the information is needed.
A service request subset must be determined in Work with User Profiles (option
7=SR subset values) for users who do not have subset authority.
To print a service request summary report:
1. On the SDM-DesignTracker Menu, type option 8, Print Service
Requests Summary Report, and press ENTER to display the Define
Subset panel.
The Define Subset panel allows you to select the type of subset to apply
when running the report. There are five available subsets to select from:
Record Selection accesses panels 1 and 2 of the Print Service
Requests Summary Report subset panel. This subset allows
you to change the standard subset selection criteria. Go to step
2 if you want to select this report subset.
Extended Record Selection accesses the Select Records
panel. This subset allows you to create customized subset
selection criteria using a wider range of information. Go to
step 3 if you want to select this report subset.
Select and Sequence Fields accesses the third panel of the
Print Service Requests Summary Report subset panel. This
subset allows you to select or change which fields are selected
for the report, and in what order they display. Go to step 4 if
you want to select this report subset.
Select Sort Fields accesses the fourth panel of the Print
Service Requests Summary Report subset panel. This subset
allows you to select or change the sort priority and order
(ascending or descending) for specific fields. Go to step 5 if
you want to select this report subset.
Narratives, Sections, Limits and Title accesses the fifth and
sixth panels of the Print Service Requests Summary Report
subset panels. This subset allows you to select or change
which narrative fields, sections, and request types to include
on the final report, and/or to enter or change the title for the
report. Go to step 6 if you want to select this report subset.
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