Summary
- The portal uses a structured model for technical work: Customer, Project, Work Order, Template, Report, Revision and Controlled PDF.
- Understanding these concepts makes the rest of the portal much easier to use.
Database Owner
A Database Owner represents the company or organization using the portal. Users, templates, customers, projects, work orders, reports and settings are normally scoped to a Database Owner.
Customer, Project and Work Order
A Customer is the client or company the work is performed for. A Project groups related work for that customer. A Work Order defines the specific job or execution package where reports are created.
Most controlled reporting workflows should start from the Work Order because that is where job-specific context belongs.
Record Type and Report Template
A Record Type classifies the type of report or documentation, for example inspection, test, NDT, welding, dimensional control or inventory usage.
A Report Template defines the fields, tables, instructions, attachments and print layout used when creating reports.
Report Group and Report Revision
A Report Group represents the report as a long-lived item. A Report Revision represents a specific revision of that report.
When a report is revised, the history should remain available so users can understand what changed between revisions.
Snapshot
A snapshot is a controlled copy of report-critical information at a specific point in time, typically when a report is submitted for review.
Snapshots help prevent approved or reviewed documentation from silently changing if templates, assets, project data or other referenced information changes later.
Controlled PDF
A Controlled PDF is an exported version of an approved report revision. It should contain enough metadata to identify the report, revision, export time and verification status.