4/18/2012

Team: Reports

Table of Content

Team: Reports Introduction ………………………………………………………………..... 4

Work Order Reports ………………………………………………………….………………….. 4

Corrective Work Order Complete …………………………………………….….. 4

Employee Time Labor Log ………………………………………………………..…. 5

Employee Time Log .…………………………………………………………………... 5

Open Work Order Report …………………….………………………………………. 6

Service Code Reports ………………………………………………………………..…. 6

WINS Report ……………………..…..………………………………………………….… 7

WINS Report with Equipment Details ………………………………............… 7

Work Orders Average Days Open ……………………………………………….... 8

Work Order Print-Instructions …………………………………………………..... 8

Preventive Maintenance Reports …………………………………………………………... 9

Preventive Maintenance Checklist ….………………………………………….... 9

Preventive Maintenance Completion …………………………………………. 10

Preventive Maintenance Monthly Lead Report ………………………...….10

Risk Factor PM Completion ……………………………………………………..… 11

Technician PM Summary …..………………………………………………………. 11

Purchase Order Reports ……………………………………………………………………... 12

Invoice & Not Received PO Lines ……………………………………………….. 12

Open Purchase Order ……………………………………………………………...… 12

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Purchase Order Spend …………………………………………………………..……12

Unapproved Purchase Order List …………………………………………….… 13

Variance Information ……………………………………………………………….. 13

Equipment Reports ……………………………………………………………….… 13

Added Equipment …………………………………………………………... 13

Active Equipment without PM Frequency Established ………. 14

Active Equipment with PM Information …………………………… 14

Asset History Report ………………………………………………………. 14

Equipment Inventory ……………………………………………………... 15

Equipment Inventory with PM Information ……………………... 15

Incoming Inspection ……………………………………………………….. 16

Useful Life Reports …………………………………………………………. 16

Periodic Reports ……………………………………………………………………... 16

Action OI Time Summary ……………………………………………..… 16

Active Summary …………………………………………………………….. 17

Multiple Call …………………………………………………………………... 17

Operation Summery ……………………………………………………….. 18

PQE Reports …………………………………………………………………………... 18

PQE PO Approval Percentage ………………………………………..… 18

System Reports ……………………………………………………………………..… 19

Department Listing ………………………………………………………… 19

Device Description List ………………………………………………….… 19

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Manufacturer List ………………………………………………………….. 19

PM Procedure List ………………………………………………………….. 20

Vendor List ……………………………………………………………………. 20

Enterprise Wide Reports …………………………………………………………. 20

Equipment Mean Time to Failure ……………………………………. 20

Parts/Labor Query …………………………………………………………. 21

Work Cost, by Asset ID ………………………………………………….… 21

Work Cost, by Department ……………………………………………… 22

Work Cost, by Service Type …………………………………………..… 22

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Reports are accessed from the TEAM tab under reports. This document with explain each

reports output as well as what data is needed to run the report. Sample reports will be included

for reference at the end of this document.

The reports module has been rewritten as a dynamic tree so that custom reports and new reports

can be added to TEAM. This allows new or repaired reports to be distributed in a much quicker

fashion. Also, allows the Home Office to create multiple reports of the same kind, but with

different criteria. This makes it easier to run a report because there are less selection options on

the forms. This helps to lessen confusion and makes it easier to remember what was run in case

the same report needs to be run again in the future.

To launch a report, select the report from the tree of reports and complete the form that is

prompted based on the report selected. Keep in mind it may take some time for the system to

gather all the data and show the report. The more data there is the more time it will take for the

report to show up.

TeamNet Reports consist of the following categories:

• Work Order Reports

• PM Reports

• Purchase Order Reports

• Equipment Reports

• Periodic Reports

• System Reports

• Enterprise Wide Reports

• In Development – Not active to user

Work Order Reports

Corrective Work Orders Complete

Shows all completed work orders, does not include PM

Form to complete

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Employee Time Labor Log

Shows how much time has been put in work orders by technicians

Form to complete

Employee Time Log

Similar to Employee Time Labor Log

Could be used as a time sheet for technicians

Form to complete

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Open Work Order Report

Everything that is open that is not a PM, correctives

Form to complete

Service Code Reports

Pulls reports on pieces of equipment based on the service code selected

Mostly used for damaged equipment or patient incidents

Form to complete

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WINS Reports

List of all WINS on work orders

Form to complete

WINS Report with Equipment Detail

Same as the WINS report, however, it shows a little more detail

Form to complete

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Work Orders Average Days Open

Show how long open work orders been open

Allows the tracking of time taken to close work orders

Form to complete

Work Order Print – Instructions

Shows technicians how to print work orders

Form to complete

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PM Reports

Preventive Maintenance Checklist

Creates a checklist based on the filters selected

Form to complete

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Preventive Maintenance Completion

Shows the numeric break down of completed PM’s

Form to complete

Preventive Maintenance Monthly Load Report

Breaks down PM’s by department and shows how many PM’s per month

Within the report a user can select a specific department and find out what particular piece of

equipment was serviced

Form to complete

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Risk Factor PM Completion

Purpose of this report is to assist with completing all high risk factors by the end of the month

This report will show what the risk factors are for specific pieces of equipment

Form to complete

Technician PM Summary

Shows PM’s completed and what’s due by technicians

Form to complete

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Purchase Order Reports

Invoice and not Received PO Lines

Shows invoice and lines that are invoices and not received

Form to complete

Open Purchase Order

Lines that was invoiced and received but not paid

Form to complete

Purchase Order Spend

Pulled from site and broken out by GL code, vendor name, amount spend and department

Form to complete

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Unapproved PO List

Anything that has not been approved

Form to complete

Variance Information

Everything that’s a variance

Form to complete

Equipment Reports

Added Equipment

Anything that’s been added with the time frame selected

Form to complete

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Active Equipment without PM Frequency Established

Shows any active equipment with no PM schedule

Form to complete

Active Equipment with PM Information

Active equipment that has a PM schedule

Shows is something is behind schedule

Form to complete

Asset History Report

Show equipment and all work orders associated with that piece of equipment

Form to complete

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Equipment Inventory

Entire inventory active and inactive broken out by department

Form to complete

Equipment Inventory with PM Information

Entire inventory active and inactive with PM information

Form to complete

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Incoming Inspection

List of all incoming inspections that have been completed

Form to complete

Useful Life Report

Shows whether or not your piece of equipment is outside its useful life

Form to complete

Periodic Report

Action OI Time Summary

Breaks out a summary for technician time and by department

Form to complete

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Activity Summary

Part of financials, shows everything that is being billed based on time frame selected

Form to complete

Multiple Call

Multiple calls on a piece of equipment will log what the calls were and help to figure out what’s

going on with a particular piece of equipment

Form to complete

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Operation Summary

Used at the end of the month, it will summarize all corrective and preventive maintenance orders

Form to complete

PQE Reports

PQE PO Approval Percentage

Purchase order approval percentage for management

Form to complete

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System Reports

Department Listing

Shows a list of the departments

Form to complete

Device Description List

Runs a list of all device descriptions

Form to complete

Manufacturer Listing

Runs a report for all manufacturers listed

Form to complete

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PM Procedures List

List of all PM procedures

Form to complete

Vendor List

List of all the vendors

Form to complete

Enterprise Wide Reports

Equipment Mean Time to Failure

Shows how much time between failures for a piece of equipment

Helps determine whether or not the piece of equipment is good or bad

Form to complete

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Parts/Labor Query

Search for part that have been bought, allow for comparing prices

Form to complete

Work Cost, by Asset ID

Shows how much was spend on parts and labor on a piece of equipment

Form to complete

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Work Cost, by Department

Shows how much was spend on parts and labor by a department

Form to complete

Work Cost, by Service Type

Shows how much was spend on parts and labor based on the type of service provided

Form to complete