Let's go over the general RtReports workflow, from using the RtReports
editor to create and edit a new report, to using the RtReports generator to verify,
comment, approve and officially print a report. For all of these steps we'll be
logged as an admin but typically these tasks will be divided up among different user groups. That
example will be saved for the security video so let's start by logging into the RtReports
editor desktop application by going to the windows menu, PI system, RtReports editor.
I'll go ahead and log in. And we'd like to report on an event frame, so let's create a
new batch report template. And I'm going to call this ChemicalBRegulatory. The security
video will cover this more in depth but under the Advanced tab this is where you can define who's
able to edit the report in the editor and who can verify, comment, approve and print reports
in the generator. What I'd like to do is to add the admin group to the review cycle and also
the admin group to the approval cycle so we can show how those work. By default when you create
a new report it's checked out but if you open an existing report that has not yet been released
and you want to make edits to it you may need to go to file checkout before making those edits.
Also as a side note if the report has already been released you won't be able to make edits,
you would instead need to make a new version or start with a new report. At this point you would
set up your data template which defines what PI system data or external data is important to you
for your report and also the format template which defines the rules you would like to run
on your data and how to format the report. Since most of the other videos cover these topics let's
continue with a report which has already been built. To do that I'm going to go to file open
and I'm going to open up this ChemicalACompliance report which is still in edit. This report has an
extensive data template and format template. So here's the data template here and you can
see there's journal actions, unit batches or event frames and journal actions in there and an
extensive format template with a batch overview and iterators inside of the unit information.
Let's test this report with an event frame and see what it looks like. Go to view, test report,
use event frames. I'm going to choose my server and connect. To criteria make sure
all descendants is unchecked and my search criteria will be 100 days to 90 days. Click
search and I'll choose an event frame. RtReports will pull your PI system data,
generate the report and it will show up in the right column. As the editor of this report I think
this looks good and I'm ready to send it into its review cycle. To do that I'm going to go to tools,
report version manager and say mark for review. As you can see it's now in review step 1. As an
admin I'm also allowed to review this report template and I'm going to go ahead and review
it now. This report has been reviewed and is okay to be released and I can accept or reject
it. For traceability I'll have to type in my password and this report has now been reviewed.
Let's go ahead and login to the web-based RtReports generator, print our report and
go through the comment verification approval and official print cycles. On the RtReports
machine the web link can be found under PI system RtReports generator or you can get this link from
your PI system admin since most likely you won't be working directly on this machine.
I'll go ahead and log in and choose my asset server and search for my event frames over the
same time period. And I'll go ahead and select a batch and go to the reports tab and I want
the ChemicalACompliance report for this event frame. So go ahead and create the report in the
browser. Now that we have the report I can go ahead and make some comments or verifications
so let me add a comment to this first section. And I will need to type in my password for
traceability and since I'm an admin I'm also going to verify. Verifications are done by
section and sections are defined in the RtReports editor so I have two sections in this report.
I'm going to verify the unit information section. I'm going to leave out the verification for the
batch information section so you can see what that looks like. At this point I can view PDF
but this would not be an official PDF it would not be water marked. To be able to print an official
report which is here it's which is currently grayed out I need to first approve this as an
admin I'll go ahead and approve it. For this batch or event frame and you can see that it does warn
me that the batch information section was not verified which is okay with me and I'm going to
go ahead and officially print this report to PDF which will have a watermark. PDFs will be sent to
a local folder on your C: Drive by default so this is ChemicalACompliance, here's the Adobe
PDF official and here's my ChemicalACompliance report. I don't have Adobe on this machine so
let me go ahead and copy it and I'll show you what the report looks like with the watermark.
And here you can see our report with the approvals and comment sections and then
here's the official print watermark. If you need to make changes to the report template
RtReports includes version control where the effective date of the new version can either
be set manually before release or default to the date of the release. However completed
batches or event frames that have already been viewed in the RtReports generator
from a specific version of that released report will be locked down to that version.
You should now be familiar with the workflow of the RtReports editor and the RtReports generator.