Form Letters & Reports
By default, AB Manager includes pre-formatted pdf reports for approval certificates, invoices, and assessment reports. Reports in pdf format are saved in the AB Manager system and are meant to be used without further editing.
The ‘Word Reports’ feature allows users to create additional reports or form letters that can be exported to the user’s local system and edited if necessary. Examples include:
- Onsite scheduling letter
- Assessment report
- Corrective action acceptance letter
Creating a Word Report Template
Creating a Word report template is easy. Simply design the report in MS Word (including headers, footers, page numbers, etc.) using the variables below to merge data from AB Manager into the form. Variables are indicated with double curly brackets (“{{field name}}”) and are a placeholder for a value that will be inserted at runtime. For example, an address field might look like this:
Laboratory Information
| Template Variable | Description |
| {{primary_contact}} | Lab primary contact |
| {{primary_contact_title}} | Lab primary contact title |
| {{lab_name}} | Lab name |
| {{lab_address}} | Lab physical address1 |
| {{lab_city}} | Lab physical address city |
| {{lab_state}} | Lab physical address state |
| {{lab_zip}} | Lab physical address zip code |
| {{lab_tni_id}} | Lab TNI ID |
| {{lab_epa_id}} | Lab EPA ID |
| {{lab_state_id}} | Lab State ID |
Document Information
| Template Variable | Description |
| {{date_issued}} | Date issued when creating the document |
| {{issued_by_name}} | Issued by when creating the document. Includes first name, last name, and title. |
| {{issued_by_first}} | Issued by first name when creating the document |
| {{issued_by_last}} | Issued by last name when creating the document |
| {{issued_by_title}} | Issued by title when creating the document |
| {{issued_by_email}} | Issued by email when creating the document |
| {{issued_notes}} | Notes when creating the document |
Assessment Information
| Template Variable | Description |
| {{assessment_id}} | Assessment ID from AB Manager |
| {{assessment_title}} | Assessment title |
| {{assessment_type}} | Assessment type |
| {{onsite_start_date}} | Onsite start date from Onsite Info tab |
| {{onsite_end_date}} | Onsite end date from Onsite Info tab |
| {{assessor_names}} | Those listed as assessors on Onsite Info tab |
| {{personnel_names}} | Those listed as key personnel on Onsite Info tab |
| {{assessment_findings}}* | Observations designated as ‘findings’ on the Observations tab |
| {{assessment_recommendations}}* | Observations listed as ‘recommendations’ on the Observations tab |
| {{complete_date}} | Refers to the overall assessment completion date – when all related milestones have been completed |
Adding a Report Template to AB Manager
Users with the Admin role can add report templates to AB Manager using the Setup/Configuration/Word Templates tab. Select ‘add template’ to add a new template (including name, type, and description). The template itself can be easily updated by selecting the template name and adding the new template version.
Producing a Word Report
Word reports can be produced from any assessment. Select the template name, issue date, issued by, and optionally add notes. Select ‘download report’. The report will be saved to a local or network drive (usually to the Downloads folder).
