Create Template on Manifest Data and Generate a Report


The following steps illustrate the sequence with screen capture on ‘how to create a template  to export manifest data to a spreadsheet. In this worked example, the information will be exported using data from a folder node at the Area level 1   under the manifest directory within the tree structure.  A few data points for a Manifest related type of report may include.

 

 

Steps

In "simple search mode" select the Home module button  (if it’s not already the default module)

1. Expand Manifest directory nodes to view the folder location, e.g. level 1 Area node

2. Press the Folder name. Take note that the manifest list grid defaults to Cat Name. The default view mode is Cat Name. 

3. Clickthe Report Generator button at the top right corner of the user interface

 

4. Ignore the default selection “Selected”and click the Current page radio button option

5. Note that the listed materials already contain red tags flagged out as per tags criteria set up for the domain.

    Click the OK button


 

6. Press the Advanced tab from the report generator panel

7. Select the Country from the drop-down arrow  , e.g., Australia

8. Select the Language from the drop-down arrow  , e.g., English 

9. Select the SDS format as GHS from the drop-down arrow  

10. Hover move pointer over the Add icon to open the method builder window in order to add data points and then create a report template 

11. Click the Add Report Datapoints button to open the method builder window and create a report template


12. Select the expand arrow   next to the Identification folder directory to open the list of datapoints

13. Click the data points checkboxes   listed below. Note that the selected data points will be automatically listed on the right-hand side pane for further editing.


 

14. Scroll up to select the expand arrow  next to the PPE folder directory to open the list of datapoints

15. Click the data point checkboxes   listed below. Note that the selected data points will be automatically listed on the right-hand side pane for further editing.

 

16. Scroll down to select the expand arrow next  to the Physical Properties folder directory to open the list of datapoints

17. Click the data points checkboxes   listed below. Note that the selected data points will be automatically listed on the right-hand side pane for further editing.

 

18. Scroll down to select the expand arrow next  to the Regulatory folder directory to open the list of datapoints

19. Click the data points checkboxes   listed below. Note that the selected data points will be automatically listed on the right-hand side pane for further editing.


20. Scroll down to select the expand arrow next  to the Dangerous Goods (DG) Data folder directory to open the list of datapoints

21. Click the data points checkboxes   listed below. Note that the selected data points will be automatically listed on the right-hand side pane for further editing.

 

22. Scroll down to select the expand arrow next  to the Safety folder directory to open the list of datapoints

23. Click the data points checkboxes   listed below. Note that the selected data points will be automatically listed on the right-hand side pane for further editing.

 

24. Scroll down to select the expand arrow nextto the Manifest folder directory to open the list of datapoints

25. Click the data points checkboxes   listed below. Note that the selected data points will be automatically listed on the right-hand side pane for further editing.

 


26. Type  the Report template name in the Report Name free text field

27. Press the Create Report button

 

 A confirmation message will display in the top middle of the user interface when the report is created and the method builder window will close and the report generator panel will be retained to continue the tasks below.

 

28. Select the “Enable multiple” checkbox  

29. Select the Report units from the drop-down arrow  , e.g., Original

30. Select the Format from the drop-down arrow , e.g., XLS

31. Select the Download images checkbox 

32. Pressthe Download button

33. Choose a “file location” from the desktop/laptop to save the report if your desktop is not set to automatically save downloads to the “Downloads Folder

34. Open the downloaded file “Manifest Data Report.xls”

 

35. The report exports data into the respective report format, e.g., spreadsheet .

 

 The datapoints in the report template in the Advanced mode have been created by Chemwatch and the information exported is an inference from the data located in the source folder or location within the system’s tree structure, which is data drawn from your company’s inventory. 

 

 Manifest Report with GHS Pictograms


 

Manifest Report with DG Diamonds


 

Use the same steps to create other report templatesand generate respective reports based on other types of datapoints; the exported data will resemble the following report, although the datapoints may vary from one report template to another. Close the report generator panel by clicking the close icon or the cancel button .