Validated reports

 

Access the List View page through Safety Data > Validated Reports. 

The system will retrieve the Validated Reports (VRs) that apply to the user, depending on their role and their predefined query.

The VRs that you can see are determined by the query assigned to your role. This means that you might not have access to all the ECCAIRS Validated Reports, but only the ones determined by that query.

The VRs with the 'revolving arrows' icon indicate that they have been affected by an updated Original Report and have to be manually updated.

The VRs with the 'lightning bolt' icon indicate that they have been affected by an updated Original Report and have been automatically updated.

The VRs with the 'padlock' icon indicate that they are locked for editing. If you hover over the padlock, further information is shown.

 

Filtering and managing the results

 

Further details in filtering the results and the actions you can do in Report > Filters and Actions sections

 

Managing a VR

View Validated Report

To view the detail of a Validated Report:

• double click on the name of the report (e2id), or
• Scroll right to the end of the table:
  • Click on the 'three dots icon' menu of the record in question. It is placed on the rightmost column of the table.
  • A dropdown will be displayed.
  • Click on the 'View' icon. 

You will be redirected to the 'Detail View' window in which you can see the VR in detail. The window will be similar the one below, but this window can change slightly depending on the view selected and the VR itself.

• It will show the selected VR details in read-only mode. It shall be formed by 2 panes:
  • Left pane, topic tree. 
  • Right pane, selected topic details. When first opening the record, the main/first topic shall be selected and its details shall be shown on this pane.
• By clicking on a different topic, then that topic information is shown on the right-pane.
• When changing topics, that topic details are shown on the right pane.
• As it is in view-mode, this window will only be informative.

Each user has one or more Views assigned. They determine the Attributes and Topics they have access to. Further details in Views on Views Management.

The default view can be configured in My Account. Further details on User Account > My Account > Favourite views.

 

Edit a Validated Report

To edit a Validated Report:

• Click on the name of the Validated Report or
• Scroll right and click on the 'three dots icon' menu of the record in question. It is placed on the right column of the table.
  • A dropdown will be displayed.
  • Click on the 'Edit' icon.
  • A new tab shall be opened showing the selected VR details in edit mode. 

To avoid concurrent editing and control the viewing permissions of VRs, two saving options have been defined:

• Save as Draft
• Save as Minor

You can learn more about the different saving options in Reports > Occurrences > Draft, Minor, Major versions

When a user is editing an Occurrence, no one else should be able to edit it at the same time. For that reason, the Occurrence list displays a 'padlock' which indicates that an item is locked for editing.

 

Integrate a Validated Report into an Occurrence

Once a VR has the required information and has passed the quality checks, you can integrate it into an Occurrence.

• Click on the 'three dots icon' menu of the record in question. It is placed on the rightmost column of the table.
• A dropdown will be displayed.
• Click on the 'Integrate into Occurrence' button.

You can learn more about how to Integrate a Validated Report into an Occurrence in  Reports > Validated Reports > Integrate into an Occurrence 

 

Archive a Validated Report

If you consider that the Validated Report is irrelevant or of poor quality, you can change its state to Archived.

• Click on the 'three dots icon' menu of the record in question, and press the 'Archive' button. A dialog window will be displayed to confirm the operation.
• The VR will change its status to Archived.

If you want to undo the Archive action, in the same menu you can press the 'Restore' button. The VR will be restored to its previous status.

 

Delete a Validated Report

To delete a Validated Report

• Click on the 'three dots icon' menu of the record in question, and press the 'Delete' button.
• A window confirming the deletion will be opened because this action cannot be undone.
• Confirm the action in that window and the VR will be deleted.

 

Other Features

Go to related reports

This option is only available for those VRs that: 

• come from an OR; and/or
• are in Processed status, that is, that have been integrated into an OC.

A modal view shows the reports to which the VR is related.

• You can navigate to the reports, by clicking on the ‘Go to the report’ icon.
• Additionally, by clicking on the corresponding ‘remove the link’ icons, you can remove links:
  • OR-VR link
    • The status of the OR is changed from Processed to Open.
    • Note that, while it removes the link between the OR in the VR, the link between VR and OC is maintained.
  • VR-OC link
    • The status of the VR is changed from Processed to Open.
    • Note that, while it removes the link between the VR in the OC, the link between OR and VR is maintained.

 

View Version History

A modal view shows all the changes that the VR has been through, including modification dates and users, as well as the changes in the attributes, if edited.

The user can select the related OR and OC, if any, and see the changes in all of them, in chronological order.

Data operations

This section describes the Query execution to filter Validated reports in the window.

You can find a deep explanation of this operations in the Query execution section.