STRATUS Sheet

The Package's STRATUS Sheet tab displays targeted reports based on details of the selected Package. Some package details like assembly names, spool names, or item numbers can be added to the package before the report is generated. Creating a Package STRATUS Sheet requires a 2-step process: 1) Create a Template and 2) Create a Report associated with the Template.

Create a Template

• For information on how to create a Template, see the Create a Report Template article on the Templates (Admin) page.

Create a Report

• For information on how to create a Package Report, see the Example: Package Details Report article on the Reports (Admin) page.
• Briefly, in order to use the Package's Reports tab, a specifically configured report must be created and associated with a Template.
• The Report must include the following:
  • Format = PDF
  • Item Type = Package Details 
  • Template = Any template 
  • Report Fields = Valid report fields

Packages STRATUS Sheet

Package Details Report

To use the Package Details Report:

1. If the Reports tab is clicked and a Package Details report has not been defined, the following message will display.
   
   
   
   
2. Go to the Package's Report tab. One of your reports will display the package by default.
3. Other reports targeted to the Package's Report tab (where Item Type = Package Details) will display in the report drop-down. Note: This report template includes the Isometric view, QR code, and report field.
   
   
   
   
4. To enhance the Isometric view to include other features like assembly names, spool names, item numbers, and Display Grid click the Package's Viewer tab and use the STRATUS toolbar to add this information. For more information about the Package's Viewer tab, see the Package's Viewer article.
   
   
   
   
5. When done, click the Package's Report tab and if an Isometric view is included in your template, this information will display.
   
   

View Orientation and Zoom

To Specify view orientation and zoom. 

1. Open a Package's STRATUS Sheet and select the Report. If the package’s orientation has been previously overridden, 2 orientation buttons will display.
   
   
   
   1. Reset viewer orientation for this package  - Click this to restore the package’s original orientation and zoom.
   2. Set viewer orientation and zoom as default image for view for this package  - Click this to set the default viewer orientation for this package. The page view will change focusing your actions on orienting and zooming the package in the viewer and then clicking the Save Orientation button. The Fit To View button is like pressing the “F” key to Fit to the view. Note: This will be the only button to display if the original default orientation is the current view.
      
      
      
2. Once Save Orientation is clicked, the Package’s Viewer will refresh, and the new default orientation will display.
   
   
   
   
   1. Attachments tab notes: The selected report's STRATUS Sheet saved isometric view can also be displayed in a report on the Package's > Attachments tab. Here, the report can either be selected, or the report can be included as a sub-report of a Master report. In either case, the report content will display the isometric view as saved in the Package's STRATUS Sheet.

Examples

Example: Package Details Report

Videos

See the Packages Module Overview webinar CSG Webinar: STRATUS In-Depth Series, The Packages Module for more information.