Report details

Cover page and document control fields, numbering and revisions.

Selecting the report in the outline shows Report details in the right panel. These populate the cover page and document control page.

Field Purpose
Report title The document title on the cover
Project The project
Site address The site
Prepared for The client, as it should appear
Report number Your document number
Issue date Date of issue
Revision Revision identifier
Prepared by The author

Report number and revision

These are document-control fields, distinct from the internal RB- reference GeoCRM assigns. Use whatever numbering your quality system requires.

Set Revision properly on any reissue. A report reissued without a revision change is a document-control problem, and the client will not be able to tell which copy is current.

Prepared for

Write this as the client wants to be addressed on a formal document — the full legal entity name, not the shorthand you use internally.