Welcome to Preferred Report System© for Windows on-line Tutorial.

 


 

 

 

STEP 1. Selecting Dialog

You have two choices for selecting dialog.

To select lines of dialog using the mouse you click a check box in the left column.

To select lines of dialog using the keyboard, type x in the X column.

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This is the only Screen (Window) used to select the report dialog. The next screen takes you to Proofreading and publishing.

Before going to Report View running Spell-Check (F7 key) and Saving file with your unique file name is recommended (Click the Save Icon or CTRL+S). The First time you run spell-check you need to select the add button to add special terms to your Custom Dictionary file.




 

STEP 2. Sorting Records for Report

Records selected using the mouse: On the menu bar select Records, then select Show and then select Marked. On the menu bar select View, then select Report.


 

Records selected using the keyboard: On the menu bar select View, then select Report.

 

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The Report Data is sorted and grouped in the Home Check List in the order of selection.


 

INSPECTION Report is controlled by checks in the left column Check Boxes or by the letter X in the X column.

 

SUMMARY Report is controlled by the letter X in the M/D column or by rechecking the Check Boxes.

Auto Summary is created by the letters XX in the X column.

INVOICE is Automatically created.

What could be simpler than clicking or typing an X?




 

STEP 3. Proofreading and Publishing

 

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To EDIT the Report Generator, Select the ESC key, then Select List from the View menu. The check list is now arranged in the order of the Dialog selected.



 

Appendix E. Editing Text


 

 

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The above example requires you to enter the specific location for the defect. Our research has proven, when using "Boiler Plate" text in this type of comment, usually results in a phone call for verification. Be as specific as possible.


 

The Home Check List comes pre-loaded with most all of the Standard (Normal) Sections and Comments with approximately 1700 lines to choose from. Ready to use or Personalize to your words.



 

Appendix P. Personalizing Report

Personalizing the report is your greatest timesaver in report preparation. To personalize your report requires changing the master Check list (not available in Trial Version). Add, remove, set defaults (dialog always selected) and flags.


 

 

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This concludes our On-line Tutorial.


 

We recommend printing the tutorial to use with trial version.

Links to more information is at the top of this screen or you may Contact Us.