Open Audit™ supports the generation of reports using custom report templates.  Custom Report templates allow you to upload your own custom report template in Microsoft Word format which is automatically populated with data from your Open-PHA® studies.

The process of using custom reporting templates is demonstrated in the Kenexis support video here.

The Open Audit™ custom reporting tool works by recognizing text patterns in your Word template file and replacing those patterns with data from your Open Audit studies.  For the custom reporting tool to function properly, the text patterns in your Word file must match exactly with the tools expected text patterns.  Text patterns are case-sensitive.

Additionally, the text patterns in your template file must be plain text.  Placing your text patterns in formatted elements like tables, lists, page headers, page footers or other word processing elements may prevent the custom reporting tool from recognizing text patterns correctly.  To achieve the best results, it is recommended that you copy text patterns from the table below and paste them into your template files as unformatted text (as it is demonstrated in the video link above).

The table below is a complete list of the recognized text patterns for the Open Audit™ custom reporting tool.  For each text pattern a description is provided which describes the Open Audit™ study data which will be used to replace the text pattern when the tool is run.

Text Pattern Description
<%Study_Name%> The Study Name entered on the Study Data Overview Tab.
<%Study_Coordinator%> The Study Coordinator entered on the Study Data Overview Tab.
<%Study_Coordinator_Contact_Info%> The Study Coordinator Contact Info entered on the Study Data Overview Tab.
<%Facility%> The Facility entered on the Study Data Overview Tab.
<%Facility_Location%> The Facility Location entered on the Study Data Overview Tab.
<%Facility_Owner%> The Facility Owner entered on the Study Data Overview Tab.
<%Unit%> The Unit entered on the Study Data Overview Tab.
<%Project_Number%> The General Notes entered on the Study Data Overview Tab.
<%Report_Number%> The Report Number entered on the Study Data Overview Tab.
<%Project_Description%> The Project Description entered on the Study Data Overview Tab.
<%General_Notes%> The General Notes entered on the Study Data Overview Tab.
<%Team_Members%> A Table Containing the team members listed under the Study Data Team Members tab.
<%Sessions%> A Table Containing the sessions listed under the Study Data Sessions tab.
<%Attendance%> A Table containing the attendance grid shown under the Study Data Attendance tab.
<%Drawings%> A Table Containing the drawings listed under the Study Data Documents tab.
<%Revalidation_History%> A Table Containing the revalidation history listed under the Study Data Revalidation History tab.
<%Revisions%> A Table Containing the revisions listed under the Study Data Revision History tab.
<%Categories%> A Table Containing the Audit Categories in the study.
<%Assessor_Worksheets%> A Collection of Table containing the contents of the Assessor Worksheets.

One Table is generated for each Category in the study.  Each table is separated by a page break.
<% Recommendations%> A Table Containing the Assessor Recommendations listed on the Recommendations Page.
<%Evidence%> A Table Containing the Evidence listed on the Evidence Page.
<%Parking_Lot%> Table Containing the parking lot items listed on the Parking Lot page.
<%Scoring_Criteria%> A Table containing the Scoring Criteria used in the study.
<%Weighting_Factors%> A Table containing the Weighting Factors used in the study.
<%Date_MMMM_yyyy%> Current Date – formatted as month and year, for example

January 2018
<%Date_d_MMMM_yyyy%> Current Date – formatted as day month and year, for example

1 January 2018
<%Date_yyyy%> Current Date – formatted as year only, for example

2018
<%Open_Audit_Version%> Open Audit Version ###

Where ### is the current Open Audit version