--- title: Acceptance report description: "Learn how to create the different acceptance reports: QA tour, Pre-acceptance, Contractor, Client" --- [Skip to content](https://support.realview.ch/en/wissensdatenbank/baumanagement-abnahmeprotokoll#main-content) - [English](https://support.realview.ch/en/wissensdatenbank/baumanagement-abnahmeprotokoll) - [Deutsch](https://support.realview.ch/de/wissensdatenbank/baumanagement-abnahmeprotokoll) - [Français](https://support.realview.ch/fr/wissensdatenbank/baumanagement-abnahmeprotokoll) - [Italiano](https://support.realview.ch/it/wissensdatenbank/baumanagement-abnahmeprotokoll) English Show submenu for translations ![Logo\_REALVIEW-1](https://support.realview.ch/hs-fs/hubfs/Logo_REALVIEW-1.png?width=400&height=50&name=Logo_REALVIEW-1.png) Open main navigation Close main navigation - - [English](https://support.realview.ch/en/wissensdatenbank/baumanagement-abnahmeprotokoll) - [Deutsch](https://support.realview.ch/de/wissensdatenbank/baumanagement-abnahmeprotokoll) - [Français](https://support.realview.ch/fr/wissensdatenbank/baumanagement-abnahmeprotokoll) - [Italiano](https://support.realview.ch/it/wissensdatenbank/baumanagement-abnahmeprotokoll) English Show submenu for translations - [Supportanfrage](http://realview.ch/support/) [Supportanfrage](http://realview.ch/support/) Wie können wir Dir weiterhelfen? - There are no suggestions because the search field is empty. 1. [REALVIEW Wissensdatenbank](https://support.realview.ch/en/wissensdatenbank?hsLang=en) 2. [Written instructions](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en) 3. [Baumanagement](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#baumanagement) # Acceptance report ## Learn how to create the different acceptance reports: QA tour, Pre-acceptance, Contractor, Client ### Overview[#](https://support.realview.ch/en/wissensdatenbank/baumanagement-abnahmeprotokoll#uebersicht) The Overview shows you all acceptance reports. Via Sorting **(1)** you have the option to display the acceptance reports sorted by Type of work (default), Date or Project structure. A new acceptance report can be created via the green plus **(2)**. Acceptance reports that are already blocked are marked with a lock **(3)**. You can see which acceptance variant **(4)** was selected for each acceptance report. ![](https://support.realview.ch/hs-fs/hubfs/abnahme_1-png.png?width=670&height=398&name=abnahme_1-png.png)   ### Create a new acceptance report When a new acceptance report is created via the green plus, you can choose between four acceptance variants. Each acceptance variant has a different cover sheet, and the Client cover sheet also has an additional Miscellaneous tab: - **Cover sheet QA tour** - **Cover sheet Pre-acceptance** - **Cover sheet Contractor** - **Cover sheet Client** ![](https://support.realview.ch/hs-fs/hubfs/abnahme_2-png.png?width=670&height=397&name=abnahme_2-png.png)   #### Cover sheet QA tour For all acceptance variants, the number is filled in automatically. In addition to the acceptance variant, the Acceptance type as well as the date and time can be entered. **If an Acceptance type is missing, it can be added by a Superuser or the Project management in the Project settings.** In addition, the following properties can be filled in for all acceptance variants: Ownership, Ordered from, Component, Project structure. Next to some properties there is a pencil symbol that can be used to rename the property for this acceptance report. The recycle bin **(1)** deletes the acceptance report. The acceptance report can only be deleted if it is not blocked. The acceptance report can be copied via the blue icon **(2)**. If participants have already been entered, they can also be copied. The PDF icon **(3)** can be used to create or send the printout. - **Create a PDF:** Creates the PDF - **Sending via email:** Creates an email with the PDF as an attachment. If participants have been added, they are set as recipients. - **Upload to cloud:** Creates an email with a link via which the PDF can be viewed / downloaded. Until it is blocked **(4)**, the PDF contains a watermark with the text Draft. Once an acceptance report is blocked, it can no longer be edited. If it is subsequently unblocked, all signatures of the participants are deleted. ![](https://support.realview.ch/hs-fs/hubfs/261021_FileMaker%20Pro@2x-png.png?width=670&height=408&name=261021_FileMaker%20Pro@2x-png.png)   The following fields must be filled in specifically for the different acceptance variants: - **QA tour** - test content - Remark - **Pre-acceptance** - test content - Remark - **Contractor** - - SIA article and acceptance - Due date - Warranty - Remark - **Client** - - SIA article and acceptance - Due date - Warranty - Remark - An additional tab **Miscellaneous** is also displayed ### Defects The sort icon **(1)** can be used to sort the defects already added by number, Project structure or company. With the wrench symbol **(2)** you can display the defects from this acceptance report in the Tasks and defects list with the correct filtering. You also have the option here to delete all defects from an acceptance report. **This action cannot be undone!** With the green plus **(3)**, additional defects can be added to the acceptance report. You also have the option of transferring defects to the acceptance report via the Tasks and defects list. For each defect, you can display the images **(4)** and - if available - the Floor plan marker. The recycle bin **(5)** deletes this defect from the acceptance report. ![](https://support.realview.ch/hs-fs/hubfs/abnahme_4-png-1.png?width=670&height=397&name=abnahme_4-png-1.png)   ### Participants Under Participants, the companies already added to the acceptance report can be sorted via the blue symbol **(1)**. Another company can be added via the green plus **(2)**. If the company does not yet exist, it must be created via the Address list. For people, the Category can be changed. If the category does not yet exist, it can be added by a Superuser or the Project management in the Project settings. The DNA symbol **(3)** can be used to add a signature or a placeholder for a signature. If no signature has been stored, the icon is shown in grey. If it has been signed digitally, the icon turns dark blue. If the icon is light blue, a placeholder has been stored. The person is listed on the PDF for signing. The wrench symbol **(4)** can be used to display the information about the person. ![](https://support.realview.ch/hs-fs/hubfs/abnahme_1-png-1.png?width=670&height=409&name=abnahme_1-png-1.png)   ### Documents The sort icon **(1)** can be used to sort the attachments. To do this, drag the documents to the desired position using the three bars. Documents can be attached via the green plus **(2)**. If there is an icon with a printer **(3)** next to the document, the attachment is added to the PDF printout. By default, only .pdf files are added to the printout. ### ![](https://support.realview.ch/hs-fs/hubfs/abnahme_2-png-1.png?width=670&height=409&name=abnahme_2-png-1.png)   When you select a document, a preview of the document opens along with further information. Here the document can be deleted or the Description of the document can be changed. In addition, you can activate or deactivate here whether a document should be added to the printout. The document can be downloaded via the three bars. ![](https://support.realview.ch/hs-fs/hubfs/abnahme_3-png-2.png?width=670&height=409&name=abnahme_3-png-2.png)   ### Miscellaneous (acceptance variant Client) The Miscellaneous field is only available for the acceptance variant Client. It can be used to enter various information required for the handover. If information is left empty, it does not appear on the printout. When you switch to the Miscellaneous tab, there are the following three sections: - **Miscellaneous (1)** - **Reserve material (2)** - **Keys (3)** ![](https://support.realview.ch/hs-fs/hubfs/241205_Notion_8lQLAi9U@2x-png.png?width=670&height=397&name=241205_Notion_8lQLAi9U@2x-png.png)   #### Miscellaneous Under Miscellaneous, the meter readings can be entered. You can also select which user manuals are handed over. If information is left empty, it does not appear on the printout. ![](https://support.realview.ch/hs-fs/hubfs/abnahme_5-png.png?width=670&height=398&name=abnahme_5-png.png)   #### Reserve material Another material item can be entered via the green plus **(1)**. A Structure, a Description and a Number can be specified. The wrench symbol **(2)** can be used to open the detail view and delete a material item. If the Reserve material is left empty, it does not appear on the printout. ![](https://support.realview.ch/hs-fs/hubfs/abnahme_6-png.png?width=670&height=398&name=abnahme_6-png.png)   #### Keys A key can be entered via the green plus **(1)**. A Structure, Description and a Number can be specified. The wrench symbol **(2)** can be used to open the detail view and delete a key. If Keys is left empty, it does not appear on the printout. ![](https://support.realview.ch/hs-fs/hubfs/abnahme_7-png.png?width=670&height=397&name=abnahme_7-png.png)   - [Written instructions](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#main-content) - [Startseite](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#startseite) - [Baulogistik](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#baulogistik) - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#baumanagement) - [Protokoll](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#protokoll) - [REALVIEW App](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#realview-app) - [Projektraum](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#projektraum) - [Tips & Tricks](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#main-content) - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#baumanagement) - [Protokoll](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#protokoll) - [Interfaces](https://support.realview.ch/en/wissensdatenbank/interfaces?hsLang=en) - [Import Templates](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#main-content) - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#baumanagement) - [Protokoll](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#protokoll) - [Updates](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#main-content) - [Claris FileMaker](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#claris-filemaker) - [Baulogistik](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#baulogistik) - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#baumanagement) - [Protokoll](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#protokoll) - [Error messages](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#main-content) - [Claris FileMaker](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#claris-filemaker) - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#baumanagement) - [Protokoll](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#protokoll)