Generate Package and Email of Daily Report

To perform the actions mentioned in this article, user need to have the appropriate roles enabled in the Daily Report role section.

To generate a package for a Daily Report:

1. Select an opened Daily Report.

2. Click on the “< List” button in the folder tree toolbar, this will open the Detail View of the selected Daily Report.

3. Click on “Generate Package” button in the upper right-hand corner.

On Success, a green message will appear at the top right hand corner with message: “Daily Report Notification was sent successfully”.

The Daily Report will be locked, and a package will be generated containing every information given to the Daily Report (Files, Comments, Description, etc.). An email will be sent to all recipients given in the recipients table.
When given recipients are opening the email or downloading the package , the recipients table will display the timestamp of these occurrences.

The generated package, and email will be associated with the Daily Report in the Files Management Module as well.
The Generated package can be found by

1. Opening up the Files Table in the Daily Report, and clicking on the link, in column “File Path”, this will then open up the File Management module, in the appropriate location.

2. Manually Navigating to the Files Management Module, then Modules → Daily Report → Daily Report Root → And then going down the path where the Daily Report is placed.
   

The Generated Package will have a unique appendix appended to it (e.g. _Rev_01) in case, if there were multiple packages generated for the same Daily Report.

The Email will be also saved to the same location, when Subject field is given in the Daily Report, the Email file will be saved with the Subject given as it’s name. Otherwise the email will be named with an unique randomly generated name.

Note That the generation of the Package and Email might take longer time, depending on the size of the files associated etc.

On failure, a message will appear in the top right hand corner, with a message: “Error Occurred: DR Notification was not sent”.