Visit report settings

This page provides an overview of the settings related to the visit report:

  • Show completed activities before visit report: If this field is set to Yes, the completed activities are displayed as a list before generating the visit report. This makes it easy to select the activities that must be displayed on the visit report. You can choose to see a list of all completed activities for the service order or only the completed activities for the actual visit.
  • Pdf conformance level for rtf templates: This setting indicates which pdf conformance level is applied to visit reports generated based on rtf templates. For example, when you select PDF/A-1b the pdf visit report is generated to conform the PDF/A-1b format. There are also 2 non-conformance levels: Rich Text and None. When you select one of these values, the resulting pdf visit report does not conform any PDF/A level. Rich Text is the default value for this setting.
    Note: This setting only applies to visit reports that are generated based on rtf templates. It does not apply to visit reports generated based on html templates.