{"id":67627,"date":"2024-06-26T09:46:38","date_gmt":"2024-06-26T01:46:38","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=67627"},"modified":"2024-07-10T09:45:21","modified_gmt":"2024-07-10T01:45:21","slug":"shift-handover-report-4-8","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/handover\/shift-handover-report-4-8\/","title":{"rendered":"Shift Handover Report (4.8)"},"content":{"rendered":"\n

This article applies to version 4.8.0 of IFS OI Explorer. Note, some screenshots on this page may be of earlier versions. For the latest help, see Report - Grid<\/a>.<\/p>\n

Overview<\/h2>\n

The Shift Handover component allow users to view entries in a workbook. This component is part of Shift Log, and is configured in a similar way to the entry components<\/a>. There are minor differences in the way the components are used, but configuration is the same.<\/p>\n

A Shift Handover report is constructed by adding this component one or more times, and configuring it to display entries stored against the forms you are interested in. Although you could add a Shift Handover component to any page in a workbook, only one page can be nominated as the Handover Report for that workbook (this is done in Workbooks Settings).<\/p>\n

The following diagram shows a Shift Handover component being configured:<\/p>\n

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The Shift Handover component has the following configuration options.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n
Table Title<\/b>:<\/td>\nA shift handover report is typically composed of several sections. The Table Title allows you to specify the heading for the table to be displayed in this section of the report.<\/td>\n<\/tr>\n
Shift Handover Type<\/b>:<\/td>\nThe type of Form to be displayed in this section: General Entry, Case Entry, or Log Entry.<\/td>\n<\/tr>\n
Shift Handover Form<\/b>:<\/td>\nThe Form<\/a> from which entries are being shown. This contains the fields<\/a> than will be displayed in the report.<\/td>\n<\/tr>\n
Sort By<\/b>:<\/td>\nBy default, the entries are shown according to the created date (or event time for log entries). You can change this to sort by another field or in reverse order.<\/td>\n<\/tr>\n
Group By<\/b>:<\/td>\nBy default, entries are shown in a flat list. You can choose a named list from the chosen Form by which to group the entries.\u00a0<\/td>\n<\/tr>\n
Include Report Header<\/b>:<\/td>\nSelect this checkbox to include the report title and shift information. This only needs to be added once per report, to the first form you include.<\/td>\n<\/tr>\n
Report Title<\/b>:<\/td>\nThe title of the handover report, as shown in the report header.<\/td>\n<\/tr>\n
Filters<\/strong>:<\/td>\nFilter the data shown in the table according to your criteria set on the available fields.<\/td>\n<\/tr>\n
Table View<\/strong>:<\/td>\nReorder the columns in the table, change their width or label, or hide them.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
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Tutorial: Configuring a Handover Report that Includes 2 Forms<\/span><\/h2>\n

This tutorial builds on the entry components<\/a> tutorial.\u00a0<\/p>\n

When constructing a Handover Report, you will usually want to include information from a number of forms from the same workbook. In this tutorial, we\u2019ll show you how to configure a shift handover report containing 2 Shift Handover components: one to display HSE issues for Area 1 and another to display entries from a different form. At the end of the tutorial, your workbook should look something like this:<\/p>\n

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Let\u2019s go through this process, step-by-step.<\/p>\n

Note<\/strong>: This configuration assumes the HSE<\/em>\u00a0form and the Personnel Movements<\/em>\u00a0form have already been set up.<\/p>\n

\u00a0<\/p>\n

Step 1. Add a new page to the Workbook<\/strong><\/p>\n

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Open the workbook for which you want to create a handover report, click the Edit<\/strong> button on the Workbook tab of the ribbon, and then click Add New Page<\/strong>.<\/p>\n

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A Grid layout is added automatically with a row and column spacing of 10.<\/p>\n