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How to do a saved results (file verification)
How to do a saved results (file verification)

#EN #Web #Homepage #SavedResults #FileVerification #Monitoring #Form

Updated over a week ago
  • On the Paperless website, click on the Home section;

  • Enter search criteria to filter your database and make forms appear depending on your different filters;

  • After getting the results you wish to save, start looking at each of your forms to make sure they are satisfactory for your current file verification;

  • According to your needs, you may click on the iPad icon next to the name of a form to open it on the iPad app from the website and to do some changes or additions.
    You can also create other forms (i.e.: Deviation Forms). In that case, make sure to refresh your page so you may see the additional forms you have just created;

  • Once you have verified all the results, make sure to refresh your page to get the final status of your forms.
    The reason behind this step is to make sure that if during the last step you made modifications or additions to forms, or you archived a form that was "In progress", the "In progress" tag and red bar for invalidities will be removed;

  • Hover over every result to select either if the form is either satisfactory (S) or unsatisfactory (U);

    You may click on specific keys simultaneously to put all results at the same state at once:

    ALT + S: Will set all results to Satisfactory (S)
    ALT + U: Will set all results to Unsatisfactory (U) 

If you select neither "S" or "U", you will get an error message, because you are not able to proceed with an empty Saved Results;

  • Click on Save, under the search bar;

  • Give a title to your Saved Results;

  • Dispite being there by default, you may change the date and time of your Saved Results;

  • Confirm that you have the right amount of satisfactory (green) and/or unsatisfactory (red) items;

  • Type in a comment for your Saved Results.
    If you have multiple comments for different forms, you may tap on Enter on your keyboard to do a multi-line comment;

If you don't have a signature on your profile

  • Click on Sign on device.
    Make sure that you are logged on the iPad/Windows app to see the message appear;

  • On your iPad/Windows device, tap on Accept;

  • Type in your password and tap on Continue;

  • Sign in the white square;

  • Tap on Confirm;

  • Return to the website to see your signature being added to the saved results.

If you have a signature on your profile

  • Click on Save.

You will have access to a report for your Saved Results with all the required information.

All the forms marked with a S and a U will have a footer banner to display the saved results you have made with those forms in it.

If you search again for the same forms, you will see that the S/U have been removed and replaced by a "Verified" tag.
Verified (green): The form was selected satisfactory during its last verification.
Verified (red): The form was selected unsatisfatory during its last verification.

You will be able to search with the keyword Not verified to see every form that has not been verified yet.

Search for completed Saved Results reports

You may search for all the reports that you have done directly through the Saved Results section. In this section, you will have access to a search bar and will be able to use criteria to search for them.

Delete a Saved Results report

It is possible to delete a Saved Results report if you don't want it anymore in your system.

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