News
A report summary that leads with the concerns
The executive summary at the front of a designed report now starts with what matters. When a survey template has finding triggers, the summary opens with the counts, "6 of 24 items failed; 9 observations", lists every one of them, and says nothing about the items that passed.
The list is built from the survey's findings, not chosen by the AI. The AI only turns it into readable English, so a concern can never be left out of the panel. You can edit the words, and sign the summary off, before the report goes to the client.
What's new
- Concerns first. A template with finding triggers gets a summary that leads with the failed items, most serious first, then the observations. A template without triggers keeps the general overview summary. Nothing to set up: the template decides.
- A key-findings panel you can trust. The panel under the summary starts with an Inspection outcome card and then one card per concern, filled in from the findings themselves.
- Remarks raise an observation. A new switch on a finding trigger. When a check passes but the inspector left a remark, that remark becomes a minor observation in the findings register and the summary.
- Sign it off. Mark as reviewed records who checked the summary and when, and the report prints "Reviewed by … on …" under it. Editing or regenerating the summary clears the mark, so a reviewed summary is always the one that was read.
- A better editor. The summary is now a rich-text box with the formatting the report keeps, an HTML view for the source, and key-finding cards that show the whole value.
Where to look
- On a completed survey: Reports & printing → Review summary, then Regenerate designed report to see your changes in the PDF.
- In the template editor: open a field or field pattern with Auto-Generate Findings on, choose a Description Field, and the Remarks raise an observation switch appears.