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How can I print out the steps on a Job Plan/Task Template?

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Steps in the screenshots correspond to the numbers in the headings.

The Task Template Report allows you to see and print all the steps in a Job Plan/Task Template.  This is especially helpful if you have made a change to a Task Template and it has not taken effect on a PM yet.  It can also be used to print out all Task Templates that are marked with a Task Activity Subtype (like OPM) or for a particular team.

1. Go to the ATS Reporting Server.

This can be accessed by typing https://ssrs.advancedtech.com/Reports into your browser or by navigating to the Links menu on the Work Module and choosing Reports from the drop-down menu.

If you are having trouble accessing the report, you can do it by using the Internal ATS reporting server:  https://ssrs-internal.advancedtech.com/Reports.  You must be VPN'd in to access the internal server.

2. The Reporting Server loads.

3. Click on Sts_Fms_Reports.

4. Click on the Task Template Report.

5. The criteria options load.

The only MANDATORY field is the Team ID.  

In this case, we are going to run the report for Task Template 1022 for Team 0595-ATS.

6. Enter the Job Plan/Task Template ID.

7. Enter the Team ID.

8. Click View Report.

9. You will know that the report is building properly when the bottom bar under the criteria appears.

10. The Report loads below.  

11. Click on the floppy disc icon to export the report.

12. Choose the format.  Download and Save as necessary.

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