How to linking Custom GA Inspection Reports to Inspection Sheets

Created by David Joyce

Overview

This guide explains how to link custom-designed GA inspection reports to your GA inspection sheets, allowing you to fully control how GA documents print while keeping data entry simple for workshop and mobile users.

With this setup:

• Engineers only complete inspection checks

• Reports are automatically populated and formatted

• GA documents can exactly match your physical or regulatory layouts

There is no hard-coded layout — everything is fully configurable.

Prerequisites

Before starting, ensure:

• You have access to Settings & Tools

• You have permission to Inspection Sheets and Report Designer

• Users completing inspections have the required GA permissions (e.g. GA1, GA2)

Important: Users must have GA1 / GA2 permissions to see and complete checks in the workshop or mobile app.

Step 1 — Review GA Inspection Sheets

1. Go to Settings & Tools.

2. Scroll to Inspection Sheets under Process.

3. You will see inspection groups such as:

   • GA1 Check

   • GA2 Check

These are grouped logically and are not hard-coded.

Nested GA Checks

You can create sub-checks (e.g. GA3 under GA1) if required.

Step 2 — Open a GA Inspection Sheet

1. Locate your inspection sheet (e.g. GA1 Thorough Examination).

2. Click Detail.

3. You will see all checks within this GA inspection.

Each check includes:

• Description

• Input Type (checkbox, text, etc.)

• Report Designer Field Name (critical)

Step 3 — Understand the Report Designer Field Name (Critical Step)

Why this matters

Every inspection check that needs to appear on a printed GA report must have a Report Designer Field Name.

This field name:

• Is the link between the inspection sheet and the report designer

• Controls where the value appears on the printed GA document

Best practice

• Always manually define the field name

• Use a clear, consistent naming convention (e.g. GA2_Contractor_Name)

If you add a check without a field name, the system will auto-generate one — but defining your own makes reporting and maintenance easier.

Step 4 — Editing or Adding GA Checks

Editing an existing check

1. Click Edit on a GA check.

2. Update the Report Designer Field Name if required.

3. Save changes.

Adding a new GA check

1. Click Add New Check.

2. Enter:

   • Description

   • Input type

   • Report Designer Field Name

3. Save.

This field name is what you will reference in the report designer.

Step 5 — Assign a Report Layout to the Inspection Sheet

1. Return to the GA inspection sheet list.

2. Edit the inspection sheet.

3. Select a Report Designer Layout.

Naming convention

All GA report layouts should start with GA so they are easy to identify.

Example:

• GA1 Thorough Examination

• GA2 Weekly

• GA2 Monthly

• GA2 Yearly

The selected layout determines which report prints when GA checks are completed.

Step 6 — Create or Reuse a GA Report in Report Designer

1. Go to Settings & Tools → Report Designer.

2. Search for GA.

You will see existing GA reports such as:

• GA1 Thorough Examination

• GA2 Weekly

• GA2 Monthly

Reusing an existing report

1. Open an existing GA report (e.g. GA2 Monthly).

2. Click File → Save As.

3. Rename it (e.g. GA2 Yearly).

This allows you to reuse layouts while tailoring them for different inspection frequencies.

Step 7 — Linking Inspection Fields Inside the Report Designer

1. Open your GA report in Report Designer.

2. Select a text box or checkbox.

3. Click the function (F) icon.

4. Enter the field name inside square brackets.

Example:

Wherever this field is placed in the report, the inspection value will appear.

Adding new fields

• Drag text boxes or checkboxes from the left-hand controls

• Assign the corresponding Report Designer Field Name

Styling

• Fonts, sizes, borders, and alignment can be adjusted using Properties on the right

• Full branding is supported

Step 8 — How the End User Experience Works

For engineers and workshop staff:

• They only complete the inspection sheet (GA1, GA2, GA3, etc.)

• They do not need to worry about layout or formatting

For administrators:

• The inspection data automatically populates the linked report

• The printed GA document uses your custom design

Key Benefits

• 100% customizable GA layouts

• Company-branded inspection reports

• Matches physical and regulatory documents

• Clean separation between data entry and presentation

• No rework for engineers in the field

Best Practices

• Always assign a Report Designer Field Name to every inspection check

• Keep naming conventions consistent

• Duplicate reports using Save As instead of starting from scratch

• Test printouts after adding new checks