GENERATING YOUR REPORT

Open the your Site record. In the single view, click "Manage Assets":

Annual Report

You will be redirected to the Assets record view. Click the "Actions" button then select "Annual Report":

Annual Report

Enter the date range of maintenance servicing you want to include in the report. The period should be one year only. Click "Proceed" to generate the report:

Annual Report

UNDERSTANDING THE REPORT

  1.  All the asset types within the Site will be included in your report
  2. This is configured in the Asset Type, if you have entered applicable standard for a particular Asset Type it will be reflected in the annual report. The applicable standard value is used in quotes.
  3. Indicates the month and year e.g Sep-17 , means it is referring to a record in September 2017.
  4. Indicates the day a recurring job was completed.
Annual Report

In the figure below, the highlighted column and row means on June 06, 2018 a recurring job related to the asset type "Commercial Refrigerator System" was completed:

Annual Report

The report also includes the faulty assets. When one of the checklists on an Asset has failed, you will be asked to enter fault reason: Non-Conformance and Critical. This will be reflected in the report.

Annual Report
Annual Report

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