Report text
Reports can include an Introduction and Conclusions written specifically for the assessment. These two sections are available in single-posture, multiple-posture, and lifting reports and can be combined with the other technical sections.
Text is managed from the options for the Introduction and Conclusions sections in the Report Generator. Detailed editing is explained in Introduction and conclusions.
Introduction
The introduction provides context for the document before presenting its configuration and results. For example, it can describe:
- the workstation or activity assessed;
- the purpose and scope of the assessment;
- the conditions observed;
- the operating modes and analysis methods used;
- any information needed to interpret the results correctly.
The content should be consistent with the selected report type. In a Single-posture report, it should describe the posture assessed; in Multiple-posture reports, the time point or sequence considered; and in a Lifting report, the manual-handling tasks included.
Conclusions
The conclusions record the evaluator’s final assessment after the results. They can include:
- the main findings;
- factors or tasks that require the most attention;
- limitations of the assessment;
- recommendations and preventive measures;
- checks or actions that should be performed later.
Conclusions can be written manually or start from a response generated with Ergo-Wizard. Text transferred from Ergo-Wizard remains available for review and editing before it is included in the final document.
Include text in the report
Enable or disable the Introduction and Conclusions sections with their checkboxes in the section list. Disabling either section prevents it from appearing in the document, but does not delete the drafted text.
You can also change its position with the ordering controls. Although the default order places the introduction at the beginning and the conclusions at the end, they can be moved when the document’s structure requires it.
Edit the text
The text displayed in the options panel acts as a condensed view. Select it or use Expand editor to open the Text Editor.
The editor lets you:
- write or edit up to 15,000 characters;
- increase or decrease the font size while editing;
- maximize the dialog when working with long text;
- save the changes or cancel editing.
The font size selected in the editor helps with writing but does not itself determine the typography of the generated document, which depends on the theme selected under Report configuration.
If editing is canceled, the previous content is retained. If there are unsaved changes, the application asks for confirmation before discarding them.
Text templates
The introduction and conclusions share a template manager. Templates let you retrieve commonly used text and adapt it to a specific assessment.
From the options panel, you can:
- open the template manager;
- apply a template to the current field;
- save the current text as a new template;
- delete user-created templates that are no longer needed.
Applying a template does not replace the need to review its content. Make sure the text matches the mode, scope, results, and conditions of the current assessment.
Template creation, selection, application, and deletion are explained in Text templates.
Relationship with Ergo-Wizard
The Conclusions section includes the AI button, which opens Ergo-Wizard. This tool can generate a proposed assessment and recommendations and transfer them to the conclusions field.
If the field already contains text, you can append the response, replace the previous content, or cancel. In multiple-posture reports, the application also verifies that the scope of the conclusions—current posture or entire sequence—is compatible with the report being prepared.
For information about generating, reviewing, and transferring the response, see Ergo-Wizard.
Update the preview
The introduction and conclusions are included in the preview with the content that is current when it is generated. If either text is subsequently changed, the preview becomes out of date.
Select Update preview and review the document again before printing it or generating the PDF or Word file.