WF Templates

You can use the WF Templates report by selecting Workflow > Reports > WF Templates.

The option "(S)tandard, (U)ser, (A)ll Templates" (defaulted to Standard) allows for templates selections. Standard templates are the implementation checklists and processing logs included in the core Viewpoint software and may be copied to create checklists or custom templates.

When selected, "Include Header Note" will display notes at the template level on the first page only and it may have specific instructions for the template. The "Include Task/Step Notes" option will display all notes at the task and step level.

Report Parameters

Description

Beginning Template

Click the Field Lookup button or press F4 to select the beginning template or leave blank for all.

Ending Template

Click the Field Lookup button or press F4 to select the ending template or leave blank for all.

(S)tandard, (U)ser, (A)ll Templates

Enter S, U, or A.

Include Header Note

Check box to include header note.

Include Task/Step Notes

Check box to include task/step notes.

Include Detail

Check box to include details.