Shift Handover Report

This article applies to version 4.8.0 and later of P2 Explorer. For more, see Release History.

Overview

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. There are minor differences in the way the components are used, but configuration is the same.

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).

The following diagram shows a Shift Handover component being configured:

The Shift Handover component has the following configuration options.

Table Title: A 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.
Shift Handover Type: The type of Form to be displayed in this section: General Entry, Case Entry, or Log Entry.
Shift Handover Form: The Form from which entries are being shown. This contains the fields than will be displayed in the report.
Sort By: By 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.
Group By: By default, entries are shown in a flat list. You can choose a named list from the chosen Form by which to group the entries. 
Include Report Header: Select 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.
Report Title: The title of the handover report, as shown in the report header.
Filters: Filter the data shown in the table according to your criteria on the available fields.
Table View: Reorder the columns in the table, change their width or label, or hide them.

Tutorial: Configuring a Handover Report that Includes 2 Forms

This tutorial builds on the entry components tutorial. 

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’ll 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:

Let’s go through this process, step-by-step.

Note: This configuration assumes the HSE form and the Personnel Movements form have already been set up.

 

Step 1. Add a new page to the Workbook

Open the workbook for which you want to create a handover report, click the Edit button on the Workbook tab of the ribbon, and then click Add New Page.

A Grid layout is added automatically with a row and column spacing of 10.

  • For this exercise, we'll keep the default grid layout.

Related: Grid Layout tutorial

 

Step 2. Add the Shift Handover Component

Drag and drop the Shift Handover component onto the top grid cell. The component is in the Shift Log  group.

 

Step 3. Configure the Shift Handover Component

In this example, we want the Shift Handover Report to only show entries for Area 1000. Configure the Shift Handover component as follows.

Configure the Options

  • In the Options tab in the editor, fill in the fields as follows:
Field Enter this Notes
Table Title Safety First Type this in.
Shift Handover Type Case Entry Choose from the drop-down list to filter the Forms to the type you want.
Shift Handover Form Hazards and Safety Select this from the drop-down list. Note that if this form is already being used elsewhere, those entries will be appear in the preview until filters are applied.
Sort By Priority Choose from the drop-down list.
Group By Safety Category Choose from the drop-down list.
Include Report Header (select the check box) This will include the shift name and the date/time of the start of the shift.
Report Title Area 1000 Shift Handover Report The preview will update on the fly as you type this in.

Configure the Filters:

  • Click the Filters tab.
  • Click the + New Filter button.
  • Fill in the fields as follows (note that the preview updates on the fly):
Field Enter this Notes
Field Area Select this from the drop-down list. All fields included in the form are listed here. Note that you cannot filter on multi-line text fields.
Comparison = The available operators depend on the type of field that is selected.
Compare To Area 1000 Select this from the drop-down list. The options available for the field are configured in Server Management.

Configure the Table View:

Although the field properties have a default configuration when they are added to the form, you can also tweak how the fields appear in the table for this specific workbook. Note that changes will appear in the preview on the fly.

  • Drag and drop a card to change the order of the columns in the table. 
  • Click the top of the card to expand or collapse it, so you can make other changes.
    • Label: Change the name of the column in the table.
    • Width: Change how wide the table column should be when the page loads. 
    • Hide in Table: Select the check box if you don't want the column to appear in the table.

Step 4. Add another Shift Handover Component

Note: You can add as many Shift Handover components as you need.

In this example, we want the Shift Handover Report to show entries from the Personnel Logs form, but we'll omit the header because we already have it on the first component. Configure this Shift Handover component as follows.

Configure the Options

  • In the Options tab in the editor, fill in the fields as follows:
Field Enter this Notes
Table Title Personnel Movements Type this in.
Shift Handover Type Log Entry Choose from the drop-down list to filter the Forms to the type you want.
Shift Handover Form Personnel Movements Select this from the drop-down list. Note that is this form is already being used elsewhere, those entries will be appear in the preview until filters are applied.
Sort By - Leave this as the default sort order.
Group By - Leave this as the default sort order.
Include Report Header (leave this blank) The shift name and the date/time of the start of the shift is already included, so we don't need to show it again.

Configure the Filters:

  • Click the Filters tab.
  • Click the + New Filter button.
  • Fill in the fields as follows (note that the preview updates on the fly):
Field Enter this Notes
Field Area Select this from the drop-down list. All fields included in the form are listed here. Note that you cannot filter on multi-line text fields.
Comparison = The available operators depend on the type of field that is selected.
Compare To Area 1 Select this from the drop-down list. The options available for the field are configured in Server Management.

Step 5. Save the Workbook

When you save the workbook, you will also be saving the page along with it.  The workbook, and associated pages, are saved to a workspace and inherit that workspace's permissions.

In the Workbook Studio ribbon, click Save Workbook.

  • The new page you have added will need a name: call it Handover Report.
  • You don't need to specify a workspace because all new pages are saved in the same workspace as the workbook.
  • Note that the name cannot be the same as an existing page in the workspace (so you cannot have 2 pages called Handover Report in 2 different workbooks in the same workspace).

Step 6. Workbook Settings

Workbook settings allow you to specify which page should be used as the handover report for the workbook.

In the Workbook Studio ribbon, click Settings.

Set the Handover Report Page to be the page you just created. When you do this, the Print button will become active in the Workbook header.

Related: Locking Down an Object

 

Step 7. All done!

Congratulations! You now have a workbook with a handover report.

  • Click the Shift Picker to see how the report changes with different shifts.
  • Click the Print button in the workbook header to print the workbook's handover report.

 


Release History

  • Log Entry 4.8.0 (this release)

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