The following Building Operations reports are included as part of Quick-Start.
The Open Work Requests Report includes two tabs, one to review open work requests by problem type and status, the other to review equipment types by status.
You may limit the work requests included in this report by setting a restriction in the filter console. For example, you can generate the report for particular locations, supervisors, equipment, equipment types, or for a particular division or department.Each time you move to a new tab, you need to reset the restriction.
If a work request does not have a problem type, or equipment value, the report lists "<no value>" for this category.
The Open Work Requests by Problem Type and Status report lists all problem types for which there are open work requests and then for each problem type counts the number of requests for each status (approved, on hold, completed, and so forth). Click on a total to see the details of the work requests contributing to the total.
Use this report to examine the status of your open work requests according to problem type.
Result: This report helps answer the questions: How many work requests are open? What are the most common types of problems? Do certain problem types have too many work requests on hold for parts or labor?
The Open Work Requests by Equipment and Status shows the count of open work requests for each status and for each piece of equipment. You can click on a piece of equipment to see the information for the work request contributing to the total.
Use this report to examine the status of your open work requests according to the equipment item to be serviced.
Result: This report helps you evaluate which pieces of equipment are requiring the most work, and to answer questions, such as: Do I have a backlog of work for a particular piece of equipment?
The Archived Work Requests report provides an overview of your closed out work so that you can answer such questions as:
This task gives an overview of the number of archived (closed out) work requests by:
Each report is shown in a separate tab. Data is shown by month, and results can be filtered by location or year (fiscal or calendar).
Click on the group by field (such as problem type, location, cause type, etc.), and the system presents a pop-up window with a detailed listing of all requests counted in the report for the selected item.
Other options:
This report lists each craftsperson's total available and committed hours per day sorted by trade for the time period you specify in the filter. Review this report to check which craftspersons have available hours on a particular day.
The availability is based on the craftsperson's value for the Standard Hours Available field entered for the craftsperson when adding the craftsperson to the application. Hours committed derive from work request assignments. See Scheduling and Adding Craftspersons.
The report includes the following information:
For the selected set of closed work requests, this report presents a bar chart of the parts used over time. Each bar in the chart represents the total parts assigned during a month, with each colored block in the bar representing a type of part used during the month. Click on a color in the bar (a part) to see the specific work requests to which the part was assigned, when the part was assigned to the work request, and when the part was debited from the inventory.
You can filter by location, division and department, problem type, date range during which the part was assigned, and whether the part was used for on demand work or preventive maintenance. By default, the parts usage is grouped by month, but you can use the Filter Group By field to change this to Day, Problem Type, or Site.
To export the chart to MS Word, click DOC.
You enter parts as part of estimating the work, or when updating work as you complete it. See Developing a Parts Inventory.
Knowing how often and for what types of work your tools are used can help you prioritize their maintenance and ensure that they are always available. Use the Tool Usage History report to determine how often each tool was used by month during a selected year, the type of work it was used for, and how its actual hours of use compares to its estimated hours.
You can use the Filter console to limit the list of work requests contributing to this report by entering locations, a particular date range for the date completed, a division or department, or work type (preventive maintenance or on demand work).
By default, the Second Grouping field in the Filter is set to Problem Type, meaning that the estimated and actual hours for each tool are shown for each problem type. You can set the Secondary Grouping to Cause Type, Repair Type, or None (the report lists each tool on its own).
For example, if you set a secondary option of Cause Type, Problem Type, or Repair Type, the report combines the tool with the various types, so that the report's entries might read Drill1-Leak, Drill1-Spill, Drill1-Emergency to show that the Drill1 tool was used in work caused by a leak, a spill, and an emergency.
Click on a cell in the report to access the details of the work requests contributing to the cell's data.
Note: The Tool Type field shown in the Filter console is not used for Quick-Start.
Other options:
You enter tools as part of updating information for work once you've completed it. See Developing a Tools Inventory.