Adding an Override

Learn how to add an override to your report concern levels, species, and permits.

An override allows you to change/customize the results of a Transect Report in three areas: executive summary, species, and regulations and permits. The purpose of overrides is to give you as the user more control over the content presented in your Transect Reports, on a report-by-report basis. Here are a couple of reasons why you may want to override the results of a Transect Report:

  • You have a very specific use case or deliverable in mind for your Transect Report, so you want to focus on only the data that matters most for that use.
  • You know that certain regulations, species, or permits will not apply or are not a concern to your project, and you want that knowledge to be represented in the Report.

Here's how:

Override for Executive Summary Concern Levels

Concern levels are the red, yellow, and green risk assessment colors and resulting notes that display on the Executive Summary. To change any of the Executive Summary concern levels:

  1. Open an existing Transect Report
  2. Navigate to the Species, Waters, Protected Areas, or Environmental Compliance tabs - whichever one you want to change the concern level for
  3. Click the "+ Add Override" button at the top of the section, choose the desired concern level, provide the override reasoning. 
  4. Click Save. The override reason entered by the user will be displayed at the top of the report section, along with the date and name of the user who made the override.

Screen Recording 2021-09-02 at 03.41.53 PM (1)

Override for Species Concern Levels

  1. Open an existing Transect Report
  2. Click on the Species tab in the left-hand menu and select Federal Profiles or State Profiles
  3. Navigate to the species for which you want to override the concern level 
  4. Override the concern level by selecting the desired radio button on the righthand side of the species profile
  5. Provide the override reasoning.
  6. Click Save. The override reason entered by the user will be displayed next to the species along with the name of the user who made the override.

Screen Recording 2021-09-02 at 04.12.09 PM

Override for Regulations and Permits

  1. Open an existing Transect Report
  2. Using the lefthand menu, navigate to the regulation or permit profile that you want to override
  3. Click the hidden eye button in the top right corner of the permit
  4. Provide reason for hiding item from final report.
  5. Click Save. The override reason entered by the user will be displayed next to the  along with the name of the user who made the override.

Screen Recording 2021-09-02 at 04.33.47 PM (1)