View or print a resource work item document

During the normal course of work on a resource record, you will want to print certain documents or generate reports for the resource.

Print work item documents for a resource as follows:

1. From the Home screen, click the Resource tab. The Resource Home Workload screen appears.  

2. Select a resource ID to view the details for a resource. The Resource Overview screen appears.

3. Click a work item link in the link menu, such as Linked Inquiries. A list screen appears and displays the available records for the work item. The report link appears for any record where you can generate a report.

4. Click the report link for the record you want to print. The Document Details screen appears and shows previously saved documents.

5. (Optional) Generate a new work item document.

   1. Click Generate Report. The document appears in a PDF.

   2. If a parameter screen appears, complete the fields in the parameter screen.

   3. Click Generate Report. The report appears in a PDF.

   4. To change the parameters you used, click Review Parameters. Change parameters and generate the document again.

   5. To save the report to the report history in TFACTS, click Save.
      
      The system does not save the document to the TFACTS history until you click Save. You can review the document and re-generate it if necessary before saving it

6. (Optional) Print an existing document.

   1. Click the [document ID] link. The document appears in a PDF preview screen.

   2. To print the document, select File > Print in the preview screen.

   3. Click File > Exit to close the preview screen. You are returned to the Document Details screen.

See also:

View or print a form, notice, or letter

View or print a standard report