Field Definitions: PM Test Logs Form

The following is a list of field descriptions for the PM Test Logs form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Project

Enter a project or press F4 to select one from a list. This is the project that applies to the test log.

PM Test Logs

Test Type

Enter the type of test or press F4 to select one from a list.

Only active document types with a category of 'Test Logs' can be selected. Document types are created and maintained using the PM Document Types form, and they are set up as test types using the Document Category drop down.

PM Test Logs

Test Log

Create a new test log

When creating a new test log, you are creating a test log of the type selected in the Test Type field.

There are several ways to create a new test log using this field:

  • Enter a "+" and then press TAB. The system will automatically create a new test log and assign it the next available number.
  • Click the New Record icon () and then select the type of test log that you would like to create in the Test Type field. The system will populate the Test Log field with the next available number. Press TAB to accept the default and create the new test log.
  • Enter a test log number that has not already been created for the type selected in the Test Type field. The test log number can be up to 10 characters long.
Note: The system will ignore alphanumeric numbers when determining the next number to assign.

Select an existing test log

Enter an existing test log number or press F4 to select one from a list.

PM Test Logs

Description

Enter a description of the test log. The description can be up to 30 characters long.

 

PM Test Logs

Location

Enter the location of the test or press F4 to select one from a list.

Project locations are created and maintained using the PM Project Locations form.

 

PM Test Logs

Test Date

Enter the date of the test.

Date field shortcuts

T or t Set the date to the current date.
MMDD

Four digit month and day

Enter a four digit month and date (MMDD) and the system will automatically add the current year.
+ The system will automatically set the date to tomorrow.
+5 The system will automatically set the date to 5 days in the future.

You can actually enter any value after the +, for example you can enter +7 to set the date to next week.

- The system will automatically set the date to the previous day.
-5 The system will automatically set the date to 5 days in the past.

Just like with +, you can enter any value after the -, for example you can enter -7 to set the date to the previous week.

PM Test Logs

 

Test Firm

Enter the firm performing the test or press F4 to select it from a list. Firms are created and maintained using the PM Firms form.

Using the sort name

Tip: The sort name can be used instead of the firm number when selecting firms in PM module forms. Generally the sort name is the first several letters of the firm name. 
For example when creating a subcontract in the PM Subcontracts form for 'Bryan Electrical', you can enter the sort name 'bryan' in the Vendor field instead of the firm number '10042'. The sort name of a firm is set up using the Sort Name field on the PM Firms form.

PM Test Logs

Test Contact

Enter the test log contact - this is either the person performing the test or the person to contact regarding the test. This contact must be associated with the firm selected in the Test Firm field.

Contacts are created and maintained using the PM Firm Contacts form.

Note: Once the contact is selected, their phone, fax, and email address information will display on the form.

PM Test Logs

Tester Name

Enter the name or initials of the person who performed the test. The tester name can be up to 30 characters long.

 

PM Test Logs

Status

Enter the status of the test or press F4 to select one from a list.

Status codes are created and maintained using the PM Status IDs form.

PM Test Logs

Notes

Enter any remarks or notes regarding this test log document.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

PM Test Logs