Configure Printing for Service Requests

Users can print service requests in Respond, using either an ActiveReports or Microsoft Word print template.

PREREQUISITES:

  • Print templates can be added into the respective folder under the reports data folder for ActiveReports documents and the docx data folder for Word documents. Alternatively, they can be uploaded in the Report Manager. See Add a Report for more information.
  1. From the home page, click Admin and click Preferences.
  2. Click the Maintain tab and expand the General section in the Domain panel.
  3. Select your Print Output Type preference, either Docx or Active depending on which print templates you are using.
  4. Expand the Print Templates section on the Service Request panel.
  5. To add print templates that can be assigned to a service request, enter the Code and Description for the print template.

The Code must be the actual file name of the template, minus the extension. The print template must be stored in the appropriate print folder or uploaded using System Reports.

  1. Switch Active to on if you want this template to be available for use. Switch Active to off to make the template inactive, but maintain historical data associated with it.
  2. Click Add. See Add Print Templates for a Service Request for more information.
  3. To associate a print template to a service request template, from the home page, click Configure and click Work Activity Templates.
  4. Select Service Request Template from the Work Activity Templates panel.
  5. Select a service request template.
  6. In the General tab, populate the Print Template field by selecting a print template from the drop-down list.
  7. To print a map with the service request, select the service to use from the Map Services - Printing drop-down list.

Now a service request may be printed.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.