Kenexis® Open-Audit™ supports custom report templates, allowing you to upload a Microsoft Word template that is automatically populated with data from your Kenexis® Open-Audit™ studies.

How It Works

The custom reporting tool scans your Word template for recognized text patterns and replaces them with the corresponding data from your Kenexis® Open-Audit™ study. For the tool to work correctly, keep the following in mind:

  • Text patterns must match exactly. Patterns are case-sensitive and must conform precisely to the expected format.
  • Use plain text only. Do not place text patterns inside formatted elements such as tables, lists, page headers, page footers, or other Word processing constructs — doing so may prevent the tool from recognizing them correctly.
  • Copy and paste from the reference table. To avoid errors, copy patterns directly from the table below and paste them into your template as unformatted text, as demonstrated in the video above.

The table below lists every recognized text pattern for the Kenexis® Open-Audit™ custom reporting tool, along with a description of the Kenexis® Open-Audit™ study data that will replace each pattern when the tool runs.

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