Co-consultant report types

Use Setup > Co-consultant Reports to maintain the report types your team can request from external consultants. For example, you might create Ecological assessment or Transport statement.

These entries are report names used in the consultant workflow. The page does not upload or store the completed report documents. It requires administrator access.

Add a report type

1. Open Setup > Co-consultant Reports.
2. Enter a clear name in Title.
3. Click Add Report.
4. Check that the new name appears in the table.

Search the existing list first to avoid creating several names for the same service. Keep names short enough for colleagues to recognise when selecting reports on a project.

Change a name

Click the underlined title in the table. Edit it using the inline control and save the change. This changes the report type's name; it does not revise a consultant's quoted fee, payment terms or response documents.

Use the table's search box to find a type. The list is paginated, so a report name may be on another page until you search for it.

Use the type on a project

Open a project's Co-consultants tab, add the consultant, and select the required Report(s). The available report names come from this setup list. Disciplines and consultant contact records are maintained separately.

See Consultant requests for sending the request and reviewing the response. Use Document Types for the categories used when uploading ordinary client or project files.

Remove a type

Use the bin icon on its row and confirm Yes, delete it. Check existing project use before deleting a type, and keep any types your team still needs for current work.