Print a Field Report Without a Job
Fill in the same DNR-style lake field report a job prints, by hand, for a site visit that never became a job — prefill the header from a customer and site, tick the grid, and print.
Use this when a treatment or an inspection needs the field report on paper but there is no job behind it — a courtesy check, a re-treat you are documenting after the fact, a blank form for a crew heading out. You get the same page a lake job prints: the navy section bands, the E M I L P C treatment columns, the products table, the nuisance grid and the wind rose. Every box is yours to fill.
The Field Report card is on aquatic accounts (ponds and lakes). Pool, lawn and other field-service accounts do not get it — their visit printouts are Job Visit Summaries from Batch Print on Jobs. The Documents tab itself still appears for any account with published templates.
Two field reports, easy to mix up
The Field Report button on a lake or pond job fills itself in from that visit. The Field Report card on Office OpsDocuments is the same form with nothing filled in. Everything else on that tab is a template OpsVara published for your account, which generates a PDF from records you pick rather than a form you type into.
Open Documents and start one
Go to Office Ops and click the Documents tab. Under Start A Document, click the Field Report card — the one marked Fill in by hand. The form opens as the printed page, with an input in every box.
Name it, and optionally prefill from a customer and site
Report Name is how you will find it again in the list; it also prints under FIELD REPORT. Picking a Customer and Site copies what the site already knows onto the page — service address, phone numbers, lake name, county, permit number, shoreline and lakeward feet, treatment area acres and average depth, and the Irrigated with Treated Water answer.
Prefill never overwrites something you typed. It fills empty boxes, and it replaces a box that still holds what the last pick put there — so switching to a different site swaps in that site's permit number instead of leaving the old one. If a box you typed disagrees with the pick, a notice names it; click Refill From Selection to replace it.
Fill in the page
Type into any box. Report # in the header is the job-number slot, free for your own reference number. Click a TREATMENTS column to flip its ✕ to a ✓. Click a growth in COMMON NUISANCE GROWTHS (OBSERVED) to tick it. Under PRODUCTS APPLIED, type the product, EPA #, estimated and actual dosage, and use + Add Product for more rows or the ✕ at the end of a row to drop one.
Two headers follow what you type: PRODUCTS APPLIED shows the acres from Treatment Area, and Dosage Used shows the depth from Average Depth.
Name the applicator
Under APPLICATOR, Pick from staff lists your active team with their license numbers and drops the name and Lic. # in for you. Both stay editable. Signature always prints blank — sign it on paper.
Save and print
Save keeps everything you entered. Print / Save PDF saves first, then opens a clean print page with the inputs stripped out — use the browser Print dialog and choose Save as PDF for a file. On a saved report, Save As New copies it into a second report, which is how you keep a season's worth of visits for the same lake.
Extra Sections
Below the form, Extra Sections adds bands of your own under the main grid — anything your state or your customer asks for that the DNR form has no box for. Click Add Section, give it a Section name, and fill it in on the page above. A section you leave blank still prints, as a ruled line to write on. You can have up to 40.
Where Each Prefilled Value Comes From
Everything below is copied from the site you pick, and every one of them stays editable.
| Box on the report | Where it is read from |
|---|---|
| Customer name, Phone Numbers | The customer record and its contacts |
| Service address | The site's address |
| Lake name | The site permit's lake name, or the site name when the permit has none |
| County | The site's water body county, or the address county |
| Permit # | The site permit number |
| Shoreline | Approved lakeshore feet, or total lakeshore feet when there is no approved figure |
| Lakeward | Approved offshore distance |
| Treatment Area, Average Depth | The site's acreage and depth |
| Irrigated with Treated Water | The site's irrigation flag |
If a box comes up empty, the site does not carry that value yet. Fill it in here for the printout, and fix it on the site in DirectoriesSites so the next report and every job gets it too.
Verify It Worked
Open Office OpsDocuments. Under Saved Field Reports the card shows the lake, the permit number and the treatment date you entered. Click Print on the card. On the print page every input is gone and only the values remain, the ticked treatment columns show ✓ and the rest show ✕, the wind rose points the way you set it, and there is no job number — just your Report #, or nothing at all if you left it blank.
Troubleshooting
| What you see | What to do |
|---|---|
| No Documents tab | The tab appears once your account can produce at least one kind of document. The Field Report card is aquatic-only; the rest are templates OpsVara publishes for you. |
| "Only company admins and office staff can open Office Ops" | Field crew cannot open this tab. Ask a company admin to give you an office role in SettingsTeam. |
| The growths grid is not your list | The grid is your symptom catalog. Add, rename or reorder rows in SettingsSymptoms and they change here and on every job field report. |
| Site stays on None | Pick a Customer first. The site list is that customer's active sites. |
| Prefill did not fill a box | Prefill skips boxes you typed into yourself. Click Refill From Selection to replace them, or clear the box and pick the site again. |
| Pick from staff is empty or has no license numbers | Only active staff are listed. License numbers come from each person's profile — set them in SettingsTeam. |
| You wanted the values filled in from a real visit | Open the job from Jobs and click Field Report on that visit. That form reads the treatment plan and chemical log. |
| You wanted a state PDF with boxes in fixed places | That is a published template — look for it among the other cards under Start A Document. Ask OpsVara to add one if it is not there. |
Frequently asked questions
Is this the same form as the Field Report button on a job?
It is the same paper. The difference is where the values come from. On a job, the permit, treatment plan, chemical log, start and finish times and assigned applicator all fill themselves in. Here nothing is derived — you type, pick or tick every box.
Does this create a job, a visit or an invoice?
No. A report here is never attached to a job and never bills anything. Picking a customer and site only copies their details onto the page.
Why are the nuisance growths on my page different from the printed pad?
The grid is your own symptom catalog from Settings → Symptoms, the same list the job field report ticks. Add or rename a symptom there and it appears here too.
Can I sign it in the app?
No. The Signature line always prints blank for a wet signature. App sign-off belongs to the job field report.
What is the difference between this and the other cards on the Documents tab?
A field report is a blank form you fill in by hand. The other cards are templates OpsVara published for your account — you pick records and they generate a PDF. The card says which kind it is.