Steps in the screenshots correspond to the numbers in the headings.
You can always print out a PM by using the print icon in the Portal. The Work Order Print Report gives you a different look to the printout, so it is really how you prefer to view it.
To print out a PM or a Work Order Task, you need to access the ATS Reporting server.
If you are working in the Work Module, you can click on the Links, then choose Reports, but it is often faster to type the reporting server address into the URL. Both will take you to the same page.
1. Go to the ATS Reporting Server: https://ssrs.advancedtech.com/Reports/
2. Click on the ATS FMS Reports Folder.
3. Click on the Work Order Print button.
4. Enter the Task ID.
5. Print in Color defaults to YES.
6. Click View Report to Load.
7. The Report Prints.
The Technician field on this report will only show data before 9/7/2021. After that date, the field will be blank. This change was made to accommodate the skillset functionality contained in the Scheduling process of the Planner Portal.
A video on this topic can be found by clicking the following link:
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