vSite Admin Portal: Generating Locator Package Reports

Users can generate full locator reports in vSite Web using the custom templates configured in the vSite Admin Portal. These reports combine your predefined layout with data, files, and field inputs collected during the locate process.

Note: If you have not yet configured your locator report templates, refer to the Locator Package: Portal Configuration article before proceeding.

Overview

Locator work in vSite is managed through Issues. Depending on your organization’s workflow, Issues can be renamed (for example, to Jobs) to better match your terminology. In this article, Jobs are used as the example.

Jobs, Tasks, and Issues

By default, locator tasks are categorized as Issues in vSite Web. If this terminology does not align with your team’s workflow, it can be customized.

Rename Issues (Optional)

To change the term used for Issues in your project:

  1. Open the vSite Admin Portal and navigate to your Project Settings.
  2. Locate the Tickets, Tasks, and Issues section
  3. Update the Issue naming to your preferred term (e.g., Jobs).

Fig. 1

Once updated, the new terminology will appear throughout vSite for that project.

Generate a Locator Report

Follow the steps below to generate a locator report using your configured templates:

  1. Open vSite Web and select your project.
  2. Click the Issues button from the bottom navigation menu.
    • In this example, Issues have been renamed to Jobs, so select Jobs.
  3. Click + Add in the top-right corner to create a new Job.
  4. Complete the report form as required, including:
    • Status
    • Assignee
    • Due Date
    • Category (if applicable)
    • Tags (if applicable)
    • Details (if applicable)
  5. Attach any supporting materials you want included in the report, such as:
    • Files
    • Sketches
    • Scans
  6. Click Create Job/Issue. You now have a Job that you can use to generate the report.
  7. Open the newly created job and confirm your information/details are correct.
  8. Click Generate PDF Report.
  9. You will be prompted to select your attachments that you wish to include in the report. Only attachments included in your job/issue will be available to be selected in this screen. Select the attachments that you wish to include and select Generate PDF.

Fig. 2

 

A complete locator report is generated using your custom templates and the collected project data.

Additional Report Options

vSite Web includes several features to enhance reporting efficiency and collaboration:

Save Reports as Templates

Generated reports can be saved as templates for future use. This allows teams to quickly create consistent reports without re-configuring fields each time.

Share Reports

Reports can be shared using the Copy Link button, allowing others to view the report directly. You can also create Viewpoints that highlight the specific information included in the report.

Edit and Comment

After a report is saved:

  • Reports can be edited if updates are required
  • Team members can comment directly on the Job/Issue page to support collaboration and review

Next Steps

You are now ready to generate and manage locator reports in vSite Web using your custom templates.

To return to the How-To article, click here.

 

Have Questions? Feel free to Submit A Request to speak with a member of the vGIS Support Team.

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