Steps in the screenshots correspond to the numbers in the headings.
If you wanted to print all the Work Orders/Tasks that have been flagged as Regulatory at your site, the easiest way to do it would be to use the Work Order Report from the SSRS Server in the Work Module.
This is different from Work Order Print... Work Order Print only prints as single task at a time, whereas the Work Order Report gives you many more options.
1. From the Navigation Pane of the Module click on Links.
2. Choose Reports.
3. The home page for the ATS Reporting Server loads.
4. If necessary, click on the browse folder in the title bar.
5. Choose the folder for your language preference.
In our example, we want to see any work orders that were generated in the last month for Site 0493 that were flagged as regulatory.
There are many more options we COULD do with the Work Order report, but we do not need them for this example.
6. Scroll down until you find the Work Order Report. Click on the tile to open the parameters.
7. If you wish to add this Report to your favorites, click on the three dots in the upper right corner and then the star to "Add to Favorites."
Once the Report is starred, it will always show in your favorites.
8. The Parameter screen loads.
9. By default the Task Created Date Range defaults to one month from the current date and time.
This can be changed to a range of 1 day, 1 week, 2 weeks, 1 month, 2 months, 3 months or 6 months by moving the Task Created FROM date back and allowing the Task Created date TO date to change.
10. Enter your 4 digit site number,
11. Change the Regulatory drop-down to Y.
12. The default is to print in color. You can change this setting if necessary.
13. Click View Report.
14. A loading message appears.
15. The bar below the parameters populates if the report is processing correctly and the Report will load.
- If the report has not loaded in 5 min, please cancel and click View Report again.
- Two people cannot run the same report with the same criteria at the same time or it will fail.
16. You can export the file by clicking on the floppy disc and choosing the format.
.pdf is a good choice for this report.
* The Assigned 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.
0 Comments
Add your comment