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Addendum A ― Workorderama PM Reports

1. Billing Report by Department Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDERS BILLING REPORT March 01 2005 Oct 18 2004 thru Jan 01 2005 Order Date Job Type Order By Building Pri Complete Amt ACCT 123 Total Billable Amt 0 00 10813 10 18 04 Electrical Cline Nancy Campus 2 10 18 04 0 00 PROJECT Total Billable Amt 25 39 10001 01 01 05 Cleaning Berry Greg Center1 2 01 02 05 25 39 PROJECT PJTOO1 Total Billable Amt 0 00 10245 10 29 04 Cleaning Adams Julie AB Plaza 2 11 03 04 0 00 Facility Wizards Software Billing Report by Billable Entities 10 Workorderama PM User Manual V4 1 R2 9 A 3 Cost Report The Cost report prints work order cost amounts grouped by Job Types including workers assigned work order dates and labor amounts To create and print this report select the Analysis of Order Cost Sorted by Job Type button on the Menu of Reports screen The work order costs included in the report will be for the Found Set of work orders resulting from your last Find operation using the Work Orders screen If you did not execute a Find operation or if you quit out of Find mode then costs for all work orders will be included An example Cost report is shown on the next page 11 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER REPORT COST REPORT January 26 200
2. Workorderama PM User Manual V4 1 R2 9 A 2 Billing Report The Billing report prints work order billable cost amounts as well as the requestors of the work orders work order dates Job Types and facility locations There are two versions of this report which list the billable cost amounts by departments and by the entities that are to be billed for the work such as departments cost centers projects and so forth To create and print this report select the Billing Summary button on the Menu of Reports screen This first displays a dialog box asking you to choose the report listed by departments or tenants or billable entities The work order billable costs included in the report will be for the Found Set of work orders resulting from your last Find operation using the Work Orders screen If you did not execute a Find operation or if you quit out of Find mode then billable costs for all work orders will be included Example Billing reports are shown on the following pages Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDERS BILLING REPORT January 26 2005 Aug 26 2004 thru Sep 14 2004 Order Date Job Type Order By Building Pri Complete Amt EXECUTIVE Total Billable Amt 161 89 10001 08 26 04 Cleaning Berry Greg Centerl 3 09 01 04 161 89 OPERATIONS Total Billable Amt 0 00 10245 09 14 04 Cleaning Adams Julie AB Plaza 2 09 14 04 0 00 Facility Wizards Software
3. 04 PM 2 Operations Adams Julie AB Plaza 150 Dave Anderson 10249 08 01 04 PM 2 Facilities Patel Ami AB Plaza R101 Tom Munz 10250 08 14 04 PM 2 Accounting Giobbia Jim AB Plaza 1650 Dell Shimandel Workorderama Property Management Work Order List Report Summary 22 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER LIST REPORT February 08 2005 Jun 23 2004 thru Feb 07 2005 Order Date Job Type Pri Assign To Item ID Building Suite Description of Request Complete 10001 08 26 04 Cleaning 3 Andy Holub Center1 fix broken paycheck 09 01 04 1121 10179 07M0 04 Cabling 2 Colleen Rochford ELEC105 AB Plaza needs 1 blue and 1 black trash can 390 10201 06 23 04 2 Fred Thomas AB Plaza 860 10202 09 12 04 Hot Cold 2 Tim Gillet 0107 AB Plaza Inspect and Test UPS Battery Backup 1870 system 10203 08 05 04 Electrical 2 Tara Ross 10105 AB Plaza TEST 510 10204 07 28 04 Hot Cold 2 Sara Born 0107 AB Plaza Inspect and Test UPS Battery Backup 458 system 10205 07 09 04 Lighting 2 Dell Shimandel Campus do it now 860 10206 08 26 04 Painting 2 Dell Shimandel 0106 AB Plaza tie with PM 10041 720 10208 07 28 04 PM 2 Sara Born 10107 AB Plaza Inspect and Test UPS Battery Backup 720 system 10209 07 30 04 PM 2 Sara Born 10107 Campus Inspect and Test UPS Battery Backup 1870 system 10210 08 01 04 PM 2 Dell Shimandel AB Plaza do it now 2480 10211 07 04 04
4. 2004 Start Complete Duration Order Job Type Assigned To Date Time Date Time days CLEANING 2 work orders avg 2 5 Category 0 24 hrs 1 work orders avg 0 9 10245 Cleaning Ami Patel 09 14 04 09 14 04 15 43 0 9 Category 48 hrs 1 work orders avg 4 0 10001 Cleaning Andy Holub 08 26 04 19 26 09 01 04 20 38 4 0 Facility Wizards Software Time Report 14 Workorderama PM User Manual V4 1 R2 9 A 5 Open Orders Past Target Date Report The Open Orders Past Target Date report prints a list of all Open work orders that are past their scheduled target completion dates including the number of days that the work orders are past due The listed work orders are grouped by worker This report also shows Job Types requesting staff facility locations and the original target start and completion dates To create and print this report select the Open Orders Past Target Date button on the Menu of Reports screen Find operations have no effect on this report An example Open Orders Past Target Date report is shown on the next page 15 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER LIST OPEN ORDERS PAST TARGET COMPLETION DATE January 26 2005 Jun 23 2004 thru Oct 24 2004 Ord Job Type Order By Pri Building Suite Start Target Days Past AMI PATEL 2 work orders 10246 Cleaning Adams Julie 2 ABPlaza B 130 07 23 04 07 27 04 183 10253 Cleaning Adams
5. Julie 2 ABPlaza B 130 08 29 04 09 01 04 147 BLAINE FROST 4 work orders 0342 Cleaning Allen Charlie 2 Garage B 130 07 17 04 07 23 04 187 10336 Cleaning Allen Charlie 2 Garage B 130 08 04 04 08 04 04 175 0332 Cleaning Allen Charlie 2 Garage B 130 08 14 04 08 21 04 158 0339 Cleaning Allen Charlie 2 Garage B 130 09 19 04 09 21 04 127 COLLEEN ROCHFORD 14 work orders 0440 Electrica Cline Nancy 2 Campus 1500 06 23 04 06 27 04 213 10421 Electrica Cline Nancy 2 Campus 1500 06 24 04 06 28 04 212 0414 Electrica Cline Nancy 2 Campus 1500 06 27 04 06 29 04 211 10316 Electrica Cline Nancy 2 Campus 1500 06 24 04 06 30 04 210 0825 Electrica Cline Nancy 2 Campus 1500 06 30 04 07 02 04 208 0425 Electrica Cline Nancy 2 Campus 1500 07 01 04 07 06 04 204 0337 Electrica Cline Nancy 2 Campus 1500 07 10 04 07 11 04 199 0401 Electrica Cline Nancy 2 Campus 1500 07 05 04 07 11 04 199 10388 Electrica Cline Nancy 2 Campus 1500 07 07 04 0714 04 196 0773 Electrica Cline Nancy 2 Campus 1500 07 09 04 07 14 04 196 10436 Electrica Cline Nancy 2 Campus 1500 07 14 04 07 21 04 189 0409 Electrica Cline Nancy 2 Campus 1500 07 19 04 07 24 04 186 10813 Electrica Cline Nancy 2 Campus 1500 07 18 04 07 24 04 186 0384 Electrica Cline Nancy 2 Campus 1500 07 28 04 07 28 04 182 Facility Wizards Software Open Orders Past Target Date Report 16 Workorderama PM User Manual V4 1 R2 9 A 6 Future PM Work Orders Report The Future PM Work Orders report prints
6. Plaza 1 1870 553 1212 vancep facilitywiz com Simon Cody Engineering Plaza 1 720 555 1212 codys facilitywiz com Sommer Jeff Facilities Plaza 1 1200 555 1212 jeffs facilitywiz com Stuart Steve Facilities Plaza 1 250 555 1212 steves facilitywiz com Todd Hubert Engineering Plaza 1 510 555 1212 dave facilitywiz com Plaza 2 Brettman Melissa Engineering Plaza 2 720 555 1212 melissab facilitywiz com Shore Rich IT Plaza 2 2222 555 1212 rs facilitywiz com Facility Wizards Software Staff List Report By Location 47 Workorderama PM User Manual V4 1 R2 9 A 20 Tenant List Report The Tenant List report prints a list of tenants that can request work orders when Workorderama is configured to the needs of property managers The data contained in this report includes facility locations and tenant contact information There are two versions of this report which group tenants by location and alphabetically by last name To create and print this report select the Print List Top Menu button in the Tenant List screen This first displays a dialog box asking you to choose the report grouped by location or alphabetically by last name The tenants listed in the report are the tenants listed on the Tenant List screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data Example Tenant List reports are shown on the following pages 48 Workorderama PM U
7. a list of future work orders that will be generated from all Active PM work orders This report groups the work orders by facility location and also shows work order dates Job Types affected equipment and items assigned workers originating PM work orders and estimated labor and costs To create and print this report select the e Future PM Work Orders button on the Menu of Reports screen e Forecast Top Menu button on the PM Scheduled Work Orders screen Selecting either of these buttons cause the Future Work Orders Reports Setup screen to be displayed which you first use to specify options for the report and then select the Proceed button from that screen to create and print the report Find operations have no effect on this report An example Future PM Work Orders report is shown on the next page 17 Workorderama PM User Manual V4 1 R2 9 Single Seat Client Name Place 3 FUTURE WORK ORDER REPORT January 26 2005 Date Job Type Building Suite Item ID Name Assign To PM Hours Cost Campus 01 28 05 Electrical Campus 1500 Colleen Rochford PM1000111 01 30 05 Electrical Campus 1500 Colleen Rochford PM1000111 02 01 05 Electrical Campus 1500 Colleen Rochford PM1000111 Garage 01 27 05 PM Garage 100 HVAC106 Cooling Fan Unit Blaine Frost PM10022 12 00 906 00 01 28 05 PM Garage 100 HVAC106 Cooling Fan Unit Blaine Frost PM10022 12 00 906 00 01 29 05 PM Garage 100 HVAC106 Cooling Fan Unit Blaine Frost PM10
8. 022 12 00 906 00 01 30 05 PM Garage 100 HVAC106 Cooling Fan Unit Blaine Frost PM10022 12 00 906 00 01 31 05 PM Garage 100 HVAC106 Cooling Fan Unit Blaine Frost PM10022 12 00 906 00 02 01 05 PM Garage 100 HVAC106 Cooling Fan Unit Blaine Frost PM10022 12 00 906 00 02 02 05 PM Garage 100 HVAC106 Cooling Fan Unit Blaine Frost PM10022 12 00 906 00 Pavillion 01 27 05 Electrical Pavillion R101 HYAC107 Cooling Tower 1 Morris PM1002 01 30 05 Electrical Pavillion R101 HVAC107 Cooling Tower 1 Morris PM1002 02 01 05 Electrical Pavillion R101 HVAC107 Cooling Tower 1 Kyle PM1003 02 01 05 Electrical Pavillion R101 HVAC107 Cooling Tower 1 Kyle PM1004 02 02 05 Electrical Pavillion R101 HVAC107 Cooling Tower 1 Morris PM1002 Report Total 84 00 6 342 00 Property Management Maintenance Future PM Work Orders Report 18 Workorderama PM User Manual V4 1 R2 9 A 7 Bar Chart Report The Bar Chart report provides a graphical comparison of key work order data There are nine available Bar Chart reports which show the number of work orders by e Job Types e Vendors and workers e Facility locations e Requesting departments or tenants e Requesting staff e Job Priorities e Month to perform e Equipment and items e Open and Complete work orders To create and print this report select the Bar Chart for Found Set button on the Menu of Reports screen This causes the Work Order Bar Chart Report Setup screen to be displa
9. 05 PM Blaine Frost HVAC106 Cooling Fan Unit Garage 100 Every day 12 00 PM10034 05 19 03 PM Sandy Schwain Plaza 2 Every 6 months PM10021 06 23 05 PM Wilma Peterson 10104 Generator 1 Plaza B 150 Every 6 months PM10011 04 09 05 PM Fred Collier Plaza 1 100 Every 2 weeks PM10019 07 31 04 PM Serge Voltaggio 10107 Cooling Tower 3 Plaza R101 Every day PM10016 03 27 05 PM Tara Ross 10105 Electrical Panel 3 Alll Location 150 Every 6 months PM10018 05 17 05 PM Jeannie Betancourt 10105 Electrical Panel 3 Plaza 150 PM10026 07 03 05 PM Chris LaPata 10102 Liebert Unit 1 Plaza 1 100 Every 6 months PM11510 01 29 05 PM Tara Ross 10105 Electrical Panel 3 Plaza 2 150 Every week PM11513 03 07 05 PM Carleton Britt LU 123 Liebert Unit Plaza 1 seth Every month PM11515 10 15 04 PM Plaza PM1000111 02 09 05 Electrical Colleen Rochford Campus 1500 Every 2 days PM1001 03 27 05 Every 3 months PM1002 02 11 05 Electrical Morris HYAC107 Cooling Tower 1 Pavillion R101 Every 3 days PM1003 03 01 05 Electrical Kyle HVAC107 Cooling Tower 1 Pavillion R101 Every month PM1004 03 01 05 Electrical Kyle HVAC107 Cooling Tower 1 Pavillion R101 Every month Report Total 12 00 Workorderama Property Management PM Work Order List Report 25 Workorderama PM User Manual V4 1 R2 9 A 10 Parts Inventory Order List Report The Parts Inventory Order List report prints the order and inventory status for parts and supplies The parts and supplies listed are grouped
10. 1 04 PM 2 IT ussbaumer Helen AB Plaza 2480 Dell Shimandel 10211 07 04 04 PM 2 Engineering Todd Hubert AB Plaza 510 Colleeen Rochford 10212 09 10 04 PM 2 Facilities Patel Ami Campus R10 Sara Born 10214 07 16 04 PM 2 Facilities Patel Ami AB Plaza R10 Scott Durr 10215 09 19 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10216 07 24 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10217 07 13 04 PM 2 Facilities Patel Ami AB Plaza R101 Tom Munz 10218 08 28 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10219 09 09 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10220 09 14 04 PM 2 Facilities Patel Ami Campus R10 Tom Munz 10221 08 03 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10222 07 07 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10223 08 16 04 PM 2 Facilities Patel Ami Campus R10 Tom Munz 10224 09 11 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10226 09 08 04 PM 2 Facilities Patel Ami Campus R10 Tom Munz 10228 09 07 04 PM 2 Facilities Patel Ami AB Plaza R10 Tom Munz 10231 06 28 04 PM 2 Facilities Patel Ami Campus R10 Tom Munz 10243 07 26 04 PM 2 Facilities Patel Ami AB Plaza R101 Tom Munz 10244 08 23 04 PM 2 Operations Adams Julie AB Plaza 150 Dave Anderson 10245 09 14 04 Cleaning 2 Operations Adams Julie AB Plaza B 130 Ami Patel 09 14 04 10246 07 23 04 Cleaning 2 Operations Adams Julie AB Plaza B 130 Ami Patel 10247 09 01 04 PM 2 Facilities Patel Ami AB Plaza R101 Tom Munz 10248 07 08
11. 1 23 05 4 1 0 gt Tim Gillet 12 19 04 12 19 04 1 1 0 gt Tom Munz 12 06 04 02 08 05 17 17 0 gt Wilma Peterson 12 01 04 01 05 03 Facility Wizards Software Work Order Summary Report by Worker Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER SUMMARY REPORT February 15 2005 Location Earliest Latest orders Open Complete Report Totals 116 04 02114105 152 52 2 gt no location 01 04 05 01 08 05 3 2 0 gt AB Plaza 11 18 04 02 08 05 32 31 1 gt Alll Location 01 09 05 01 23 05 2 gt Campus 11 17 04 02 14 05 46 13 0 gt Center1 12 23 04 12 23 04 1 1 gt Garage 119 04 02 01 05 0 gt Pavillion 12 13 04 02 08 05 gt Plaza 1 11 16 04 02 14 05 50 gt Plaza 2 11 23 04 01 20 05 5 2 0 Facility Wizards Software Work Order Summary Report by Location Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER SUMMARY REPORT February 15 2005 Job Type Earliest Latest Orar Open Complete Report Totals 11 16 04 02 14 05 152 52 2 gt nojob type 2 22 04 01 08 05 4 3 0 gt Cabling Telecom 11 18 04 11 18 04 4 1 0 gt Cleaning 1 19 04 02 06 05 8 6 2 gt Electrical 11 18 04 02M 4 05 46 7 0 gt Hot Cold 2 19 04 01 29 05 2 2 0 gt Lighting 2 24 04 12 24104 1 1 0 gt Painting 01 17 05 01 17 05 1 1 0 gt PM 1 16 04 02H 4 05 89 31 0 Facility Wizards Software Work Order Summary Report by Job Type
12. 12 D Weight 460 lbs Otons O kg Vendor Electrical Materials Inc Purchased 07 07 04 Cost 1 790 Install Date 06 27 6 Motor Mfr Model Serial Size Type Fan Dia RPMs 60 HP 125 Voltage 220 Amps 20 Phase 3 Frame Code Type Shaft Size Front Bearing Rear Coupling Controller Mfr Model Serial Size Heater Size Coil Volts Filters Belts Lubrication Other Info Comments Standby AC generation for IT equipment area Facility Wizards Software Equipment ltem Report 35 Workorderama PM User Manual V4 1 R2 9 A 15 Worker List Report The Worker List report prints a list of workers who can be assigned work orders including each worker s specialty hourly rate and vendor company name for vendor workers To create and print this report select the Print List Top Menu button in the Workers Rates screen The workers listed in the report will be the workers listed on the screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data An example Worker List report is shown on the next page 36 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORKER LIST REPORT February 08 2005 ID Name Trade Trade Job Rate Date Vendor Company Vend ID 283 Allan Shepard Electrica 43 50 09 12 04 ELECTR N A 342 Ami Patel Carpentry 75 50 01 05 04 293 Colleeen Rochtord Electrica 53 50 01 22 04 ELECTR N A 285
13. 5 Aug 26 2004 thru Sep 14 2004 Order Order Job Type Assigned To Date Time CLEANING 2 work orders Hours Labor Materials Total Order 10245 Cleaning Ami Patel 09 07 04 10001 Cleaning Andy Holub 08 17 04 3 00 136 50 25 39 161 89 subtotals 3 00 136 50 25 39 161 89 averages 3 00 136 50 25 39 161 89 Report Totals 2 work orders 3 00 136 50 25 39 161 89 averages 3 00 136 50 25 39 161 89 Facility Wizards Software Cost Report 12 Workorderama PM User Manual V4 1 R2 9 A 4 Time Report The Time report prints a list of the time it took to accomplish Complete work orders Work orders are grouped by Job Type and by time ranges of 0 24 hrs 24 48 hrs and 48 hrs This report also shows workers assigned completion dates and times and the total number of work orders within each time range To create and print this report select the Analysis of Order Time Sorted by Job Type button on the Menu of Reports screen The work order time data included in the report will be for the Found Set of work orders resulting from your last Find operation using the Work Orders screen If you did not execute a Find operation or if you quit out of Find mode then time data for all work orders will be included An example Time report is shown on the next page 13 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER REPORT TIME REPORT January 26 2005 Aug 26 2004 thru Sep 14
14. Address Admin Carbone Jim Admin Plaza 1 860 555 1212 mark facilitywiz com Engineering Brettman Melissa Engineering Plaza 2 720 555 1212 melissab facilitywiz com Simon Cody Engineering Plaza 720 555 1212 codys facilitywiz com Smith Janet Engineering Corporate 456 555 1212 janets facilitywiz com Todd Hubert Engineering Plaza 510 555 1212 dave facilitywiz com Executive Parsons Vance Executive Plaza 1870 599 1212 vancep facilitywiz com Facilities Jim Shelley Facilities Plaza 1590 555 1212 shelleyj facilitywiz com Sommer Jeff Facilities Plaza 1200 555 1212 jeffs facilitywiz com Stuart Steve Facilities Plaza 250 555 1212 steves facilitywiz com IT Cline Nancy IT Plaza 390 555 1212 nancyc facilitywiz com Nussbaumer Helen IT Plaza 2480 555 1212 helenn facilitywiz com Shore Rich IT Plaza 2 2222 555 1212 rs facilitywiz com Facility Wizards Software Staff List Report By Department 46 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza LIST REPORT STAFF February 09 2005 Last Name First Dept Building Suite Phone Email Address Corporate Smith Janet Engineering Corporate 456 555 1212 janets facilitywiz com Plaza 1 Carbone Jim Admin Plaza 1 860 555 1212 mark facilitywiz com Cline Nancy IT Plaza 1 390 555 1212 nancyc facilitywiz com Jim Shelley Facilities Plaza 1 1590 955 1212 shelleyj facilitywiz com Nussbaumer Helen IT Plaza 1 2480 555 1212 helenn facilitywiz com Parsons Vance Executive
15. Dave Anderson Electrica 45 00 06 20 04 ENVIRO 287 Dell Shimandel Cleaning 33 00 07 04 03 FLUKEY 272 Fred Patterson Electrica 50 00 05 21 04 MASTER 278 Freddie Thomas Electrica 40 00 07 10 03 COTEY 289 Gene Kuhar Cleaning 45 00 06 13 03 HIGGINS 280 Howard Cunningham Electrica 67 50 04 05 04 DECOR 294 ichelle Gasper Electrica 45 00 09 02 04 LDX 298 Owen Byer Electrica 46 00 05 30 03 MERCER 318 Peter Dougherty 49 00 08 31 03 286 Phil Parrillo Electrica 49 50 05 31 04 FISHER 282 Roger Hammerstein Painting 45 00 08 15 04 DESIGN 314 Sara Born 4450 11 20 03 276 Scott Durr Keys Locks 59 00 05 23 03 AMER 324 Tim Gillet 46 00 09 13 04 338 Tom Munz 75 00 09 13 03 Facility Wizards Software Worker List Report 37 Workorderama PM User Manual V4 1 R2 9 A 16 Vendor List Report The Vendor List report prints a list of vendors that are involved in work order efforts There are simple and detailed versions of this report Both the simple and detailed versions show vendor companies vendor types phone numbers and primary contact persons In addition the detailed version provides full contact information for each vendor To create and print this report select the Print List Top Menu button in the Vendor List screen or the Vendor Information screen This first displays a dialog box asking you to choose between the simple or detailed report If you create the report from the Vendor List screen the vendors listed in t
16. LD HANDLE 13 16 0 P3450 MOEN 1225 CARTRIDGE 32 29 0 P3453 MOEN CARTRIDGE 1225B 62 26 0 P3455 MOTOR WHIRLPOOL BATH 90 2 0 P3457 OFFSET FLOOR FLANGE 40 69 0 P3465 PVC FLOOR DRAIN 89 45 0 P3483 SPLINE ADAPTERS 59027 26 33 0 P3497 WH 10 T STAT 59 36 0 Facility Wizards Software Parts Inventory Order List Report 27 Workorderama PM User Manual V4 1 R2 9 A 11 Inventory List Report The Inventory List report prints the inventory status of parts and supplies The data shown in this report includes each part s or supply s manufacturer cost per unit current stock quantity reorder limit and last order date To create and print this report select the Print List Top Menu button in the Parts Inventory List screen The parts and supplies inventory data listed in the report will be the data listed on the screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data An example Inventory List report is shown on the next page 28 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza INVENTORY LIST REPORT February 08 2005 Parts ID Name Desc Mfr Unit Unit In Stock LowerLim Last Order P3404 KOHLER 71005 RINGS 0 69 ea 57 72 10 11 02 P3406 KOHLER 77006 RP CCW 14 86 ea 89 33 06 18 02 P3409 KOHLER CAP PLUNG 18 34 ea 37 27 04 17 02 P3423 KOHLER PLUG 30424 6 10 ea 42 81 06 30 02 P3425 KOHLER PL
17. PM 2 Colleeen Rochford 10106 AB Plaza monthly 510 10212 09 16 04 PM 2 Sara Born 10107 Campus Inspect and Test UPS Battery Backup R101 system 10214 07 16 04 PM 2 Scott Durr 0107 AB Plaza Inspect and Test UPS Battery Backup R101 system 10215 09 19 04 PM 2 Tom Munz 10107 AB Plaza Inspect and Test UPS Battery Backup R101 system 10216 07 24 104 PM 2 Tom Munz 0107 AB Plaza Inspect and Test UPS Battery Backup R101 system Workorderama Property Management Work Order List Report Detailed 23 Workorderama PM User Manual V4 1 R2 9 A 9 PM Work Order List Report The PM Work Order List report prints a list of PM work orders The data contained in this report includes Job Types workers to be assigned priorities equipment and items affected facility locations repeating frequencies and estimated labor to complete To create and print this report select the Print List Top Menu button in the PM Scheduled Work Orders screen The PM work orders listed in the report will be the PM work orders listed on the screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data An example PM Work Order List report is shown on the next page 24 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza PM WORK ORDER LIST REPORT February 08 2005 PM Date Job Type Assign To Item ID Item Name Building Suite Repeat Hours PM10022 02 09
18. S CLEAN OR REPLACE AS REQUI 13 CLEAN STARTER CONT ACTS CHECK FOR ENTIRE UNIT FOR LEAKS 14 CHECK UNIT OPERATION 8 REPAIR REPLACE DAMAGED INSULATION 15 MAKE SURE THAT THE CHILLER ROOM IS PROVIDED WITH MECHANICAL VENTILATION amp REFRIGERANT MONITOR PER OSHA amp ASHRAE 15 1992 RT LEGS E amp ZED RED Facility Wizards Software Checklist Procedure Sheet Report 44 Workorderama PM User Manual V4 1 R2 9 A 19 Staff List Report The Staff List report prints a list of staff persons who can request work orders including each staff person s facility location phone number and email address There are two versions of this report which group staff persons by department and by facility location To create and print this report select the Print List Top Menu button in the Staff Department List screen This first displays a dialog box asking you to choose between the report grouped by department or location The staff persons listed in the report will be the staff persons listed on the Staff Department List screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data Example Staff List reports are shown on the following pages 45 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza LIST REPORT STAFF February 09 2005 Last Name First Dept Building Suite Phone Email
19. SHER Fisher Friedman Assoc Engineer 415 981 6076 Phil Parrillo FLUKEY Flukey Chemical Corp HVAC 516 467 0980 Dell Shimandel NTERIM Interim HVAC HVAC 415 493 1444 HIGGINS Higgins Lumber Carpenter 413 471 4900 Gene Kuhar CD CD Lowrey amp Associates Engineer 415 967 2365 KSZ KSZ Office Equip Inc Ofc Equip 408 436 1100 Gene Murphy KEEBLER Keebler amp Cookie Misc 415 327 8996 Mark Johns LAB Lab Safety International Ofc Equip 608 754 2345 LDX LDX Moving Service Movers 415 364 3800 Michelle Gasper LIVING Living Technologies Inc HVAC 800 828 6686 FIX Fix Impressions Corp GC 716 271 8960 MABLE Mables s Labels Ofc Equip 415 964 6107 Mike Owen MERCER Mercer Of Illinois Inc Janitorial 800 547 0128 Owen Byer OWENS Owens amp Minor Inc Janitorial 800 949 4970 Facility Wizards Software Vendor List Report Simple 39 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza VENDOR LIST DETAILED REPORT February 08 2005 ID Company Address Type Phone Fax Contact Email MASTER lasters HVAC Maint HVAC Phone 800 289 0000 Fred Patterson 383 Lost Tree Lane Fax 616 903 7745 Roswell NM 789948 AGC AGC Automatic Gate Co Carpenter Phone 415 365 8828 Veronica Lukas P o Box 5040 Fax 800 343 3939 Redwood City CA 94063 CLUNE Clune Construction Co GC Phone 415 786 9555 Nicole Appleman P o Box 3626 Fax 510 786 9555 Hayward CA 94540 AMER Amer Lock And Supply Inc Carpenter Phone 714 996 8882 Sco
20. UNGER KIT 3 73 ea 27 13 05 1 2 02 P3429 KOHLER SEATS 8 59 ea 95 58 02 01 02 P3431 KOHLER STEMS 5 33 ea 98 93 01 04 02 P3437 KOHLER TRIP LEVER 11 27 ea 38 44 04 11 02 P3441 MANSFIELD FLUSH 2 00 ea 86 25 10 25 02 P3443 MANSFIELD HANDLE 2 95 ea 13 16 04 25 02 P3450 MOEN 1225 CARTRIDGE 16 80 ea 32 29 09 02 02 P3453 MOEN CARTRIDGE 18 56 ea 62 26 06 16 02 P3455 MOTOR WHIRLPCOL 250 00 ea 90 2 05 09 02 P3457 OFFSET FLOOR FLANGE 7 18 ea 40 69 05 22 02 P3465 PVC FLOOR DRAIN 10 99 ea 89 45 03 08 02 P3483 SPLINE ADAPTERS 1 51 ea 26 33 09 09 02 P3497 WH 10 T STAT 13 54 ea 59 36 02 27 02 1001 Light Bulbs 1 00 ea 63 3 P3416 KOHLER GASKET 38667 1 51 ea 82 33 07 19 02 Facility Wizards Software Inventory List Report 29 Workorderama PM User Manual V4 1 R2 9 A 12 Inventory Detail Report The Inventory Detail report prints supplier and inventory information for a part or supply including the part s or supply s manufacturer unit cost stock quantity reorder limit last inventory stock date last order date and quantity and supplier contact information This report also includes a history showing how the inventory has changed as a result of the part or supply being utilized for work order efforts and replenished through reordering To create and print this report select the Print Top Menu button in the Parts Inventory Log screen Find operations have no effect on this report An example Inventory Detail re
21. Workorderama PM User Manual V4 1 R2 9 Facility Wizards Simple Powerful Flexible Addendum A Workorderama PM Reports This addendum provides descriptions and examples of Workorderama PM s reports including instructions on how to access each report Many of Workorderama PM s reports can contain data from a Found Set which will be the records resulting from your last Find operation using a given screen This table briefly describes Workorderama PM s reports notes the screens that the reports are created from and summarizes how Find operations can be used to generate the reports scheduled completion dates grouped by worker and including the number of days past due Screens Created Application of Find Report Purpose From Operation Work Order Summary Prints the number of Menu of Reports Report data will be for report Open and Complete work screen Found Set from Find orders operation using Work Billing report Prints work order billable Menu of Reports Orders screen cost amounts including screen Data for all work work order dates Job orders will be included Types and facility if no Find operation locations performed Cost report Prints work order costs Menu of Reports grouped by Job Types screen including workers assigned work order dates and labor amounts Time report Prints a list of the time it Menu of Reports took to accomplish work screen orders
22. a EQUIPMENT ITEM LIST REPORT February 08 2005 ID Name Type Manufacturer Model Building Suite ELEC103 Generator 1 ELEC Delcotrax X233 A Private B 150 ELEC105 UPS2 ELEC PowerSave Corp Corporate B 140 HVAC107 Cooling Tower 1 HVAC BAC Pavillion R101 HVAC110 Liebert Unit HVAC Liebert 123X Corporate 00 233 HVAC111 Lieber Unit HVAC Liebert Corporate 00 244 1001 Fire Extinquisher BLDG Safeco Pavillion Multiple Facility Wizards Software Equipment ltem List Report 33 Workorderama PM User Manual V4 1 R2 9 A 14 Equipment ltem Report The Equipment Item report prints detailed information for a piece of equipment or item including the equipment s or item s facility location manufacturer model and serial numbers vendor cost and purchase and installation dates In addition this report lists detailed specifications for the equipment or item To create and print this report select the Print Top Menu button in the Equipment Item Information screen Find operations have no effect on this report An example Equipment Item report is shown on the next page 34 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza EQUIPMENT ITEM REPORT February 08 2005 Item ID ELEC103 Name Generator 1 Type ELEC Function AC Generation Building Private Suite B 150 Unit Mfr Delcotrax Model X233 A Serial 8383 9393 2824 Unit Size 45 H 64 W 2
23. according to supplier with supplier contact information provided for each grouping This report shows each part s and supply s manufacturer part number current stock quantity reorder limit target stock quantity and the quantity currently ordered To create and print this report select the e Order List Top Menu button in the Parts Inventory List screen e Print POs Top Menu button in the Parts Inventory Purchase Order Setup screen The parts and supplies inventory data listed in the report will be the data listed on the screen from which the report is created You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data An example Parts Inventory Order List report is shown on the next page 26 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza PARTS INVENTORY ORDER LIST REPORT February 08 2005 Supplier Contact Crane Control Rachel Martin 2700 Geary Boulevard 55 922 1666 fax San Francisco CA 94118 3498 Current Reorder Target Order Parts ID Part Name Manufacturer Part Stock Limit Stock Qty P3404 KOHLER 71005 O RINGS 57 72 0 P3406 KOHLER 77006 RP CCW 89 33 0 P3409 KOHLER CAP PLUNG 84503 37 27 0 P3423 KOHLER PLUG 30424 42 81 0 P3425 KOHLER PLUNGER KIT 27 13 0 P3429 KOHLER SEATS 95 58 0 P3431 KOHLER STEMS 98 93 0 P3437 KOHLER TRIP LEVER 38 44 0 P3441 MANSFIELD FLUSH HANDLE 86 25 0 P3443 MANSFIE
24. acilities Facilities Engineering Building Plaza 2 Plaza 1 Plaza 1 Plaza 1 Plaza 1 Plaza 1 aza 2 aza 1 orporate aza 1 vvupup aza 1 Plaza 1 Room 720 860 390 1590 2480 1870 2222 720 456 1200 250 510 Phone 555 1212 555 1212 555 1212 555 1212 555 1212 555 1212 559 1212 565 1212 555 1212 555 1212 555 1212 555 1212 February 09 2005 Email Address melissab facilitywiz com mark facilitywiz com nancyc facilitywiz com shelleyj facilitywiz com helenn facilitywiz com vancep facilitywiz com rs facilitywiz com codys facilitywiz com janets facilitywiz com jeffs facilitywiz com steves facilitywiz com dave facilitywiz com Facility Wizards Software Tenant List Report by Last Name 50 Workorderama PM User Manual V4 1 R2 9 Workorderama PM can be customized to tailor any of the its reports to your organization s unique requirements and also to W create any additional reports that your organization needs i Contact Facility Wizards or your Facility Wizards distributor for more information 5I
25. creen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data An example Checklist Procedure List report is shown on the next page 41 Workorderama PM User Manual V4 1 R2 9 CHECKLIST PROCEDURE LIST February 09 2005 Checklist Name Description Notes Created by Date Screwdrive Chiller ANNUAL PM Steam Absorbtion Chiller Steam Absorbtion Chiller Centrifugal Chiller BIANNUAL PM Centrifugal Chiller ANNUAL PM Reciprocal Direct Drive Rooftop DX HVAC Unit Gas Heat Pump H20 Air Elect Heat Pump Air Air Elect Central HVAC Natural Gas HVAC wHumidifier Filters Air Cooled Condenser Coil H20 Cooled Air Conditioner Central AC Supply Filters Single Zone Hot Cold Coil Single Zone Hot Cold Coil Multi Zone Heat Cooling 07 05 04 09 08 03 01 14 04 06 26 04 05 24 04 11 28 03 07 15 04 08 08 03 05 23 03 05 04 04 08 25 03 12 14 03 07 17 03 06 21 03 08 18 04 05 14 04 07 27 04 Facility Wizards Software Checklist Procedure List Report 42 Workorderama PM User Manual V4 1 R2 9 A 18 Checklist Procedure Sheet Report The Checklist Procedure Sheet report prints a particular checklist This report can be utilized at the facility location where the work on the work order is being accomplished in order to perform the documented procedure To create and print this report select the Print It Top Menu button in
26. grouped by Job Types and time ranges Open Orders Past Prints a list of Open work Menu of Reports Find operation has no Target Date report orders that are past their screen effect Workorderama PM User Manual V4 1 R2 9 Screens Created Application of Find Report Purpose From Operation Future PM Work Prints a list of future Menu of Reports Find operation has no Orders report work orders generated from PM work orders including work order dates Job Types affected equipment and items and workers screen effect Bar Chart report Prints a Bar Chart Menu of Reports Report data will be for providing graphical screen Found Set from Find comparison of key work operation using Work order data Orders screen Job Types Data for all work Vendors and workers orders will be included Facility locations 1f no Pind operation performed Requesting departments or tenants Requesting staff Job Priorities Month to perform Equipment and items Open and Complete Work Order List Prints a list of work Work Orders Report data will be for report orders including work screen data shown on screen order dates Job Types Find operation will priorities affected facility affect screen data and locations workers and resulting report completion dates PM Work Order List Prints a list of PM work PM Scheduled report orders including Job Work Orders Types worker
27. he report will be the vendors listed on the screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data If you create the report from the Vendor Information screen then the report will just contain that single vendor Find operations will have no effect on the report when it is created from this screen Example Vendor List reports are shown on the following pages 38 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza VENDOR LIST REPORT February 08 2005 ID Company Type Phone Contact FWIZ Facility Wizards Misc 312 527 0200 MASTER Masters HVAC Maint HVAC 800 289 0000 Fred Patterson AGC AGC Automatic Gate Co Carpenter 415 365 8828 Veronica Lukas CLUNE Clune Construction Co GC 415 786 9555 Nicole Appleman ADAMS Adams Associates Janitorial 415 981 1004 AMER Amer Lock And Supply Inc Carpenter 714 996 8882 Scott Durr HENRI Henri Mancini Co Inc HVAC 408 727 8700 Howard Kemery COTEY Cotey Construction GC 415 964 8229 Freddie Thomas CRANE Crane Pest Control Misc 415 922 1666 Rachel Martin DECOR Decorative Plant Serv Co Plants 415 826 8181 Howard Cunningham DEPEND Dependable Dealers Furniture 510 635 1111 DESIGN Design Tex Misc 213 659 9900 Roger Hammerstein NSTIT Institutional Coop Sve HVAC 516 273 7900 ELECTR Electrical Materials Inc Electrical 415 494 0400 ENVIRO Environ Control Industries Engineer 415 614 0180 Dave Anderson FI
28. ng you to choose the report listed by workers facility locations or Job Types The work order counts included in the report will be for the Found Set of work orders resulting from your last Find operation using the Work Orders screen If you did not execute a Find operation or if you quit out of Find mode then counts of all work orders will be included Example Work Order Summary reports are shown on the following pages Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER SUMMARY REPORT February 15 2005 Total Assigned To Worker Earliest Latest Orders Open Complete Report Totals 11 16 04 02 14 05 152 52 2 gt Ami Patel 12 28 04 02 06 05 3 2 1 gt Andy Holub 12 23 04 12 23 04 1 0 1 gt Bill Rover 12 04 04 12 04 04 1 1 0 gt Blaine Frost 11 19 04 02 01 05 7 4 0 gt Carleton Britt 12 01 04 02 10 05 6 gt Chris LaPata 12 23 04 02 14 05 2 1 0 gt Colleeen Rochtord 01 03 05 01 24 05 3 3 0 gt Colleen Rochford 11 18 04 02 14 05 39 6 0 gt Dave Anderson 02 02 05 02 08 05 2 2 0 gt Dell Shimandel 11 26 04 02 03 05 6 6 0 gt Fred Collier 12 14 04 01 13 05 2 gt Fred Thomas 12 22 04 12 22 04 1 1 0 gt Jeannie Betancourt 12 10 04 12 10 04 1 gt Kyle 12 13 04 02 04 05 4 gt Morris 12 18 04 02 08 05 2 gt Sandy Schwain 01 14 05 01 20 05 2 gt Sara Born 11 17 04 01 29 05 4 4 0 gt Scott Durr 01 01 05 01 01 05 1 1 0 gt Serge Voltaggio 11 16 04 02 12 05 36 gt Tara Ross 11 23 04 0
29. nts a particular Checklist Find operation has no Sheet report checklist and can be used Procedure screen effect to perform the documented procedure Staff List report Prints a list of staff Staff Department Report data will be for persons who can request List screen data shown on screen work orders including Find operation will facility locations and affect screen data and contact information resulting report Tenant List report Prints a list of tenants that Tenant List screen can request work orders when Workorderama is configured to the needs of property managers including contact information The Menu of Report screen and the most of the other Workorderama PM screens are covered in Chapter 5 Section 5 2 Workorderama PM screens in Detail the Primary Location Building List screen Staff Department List screen and Tenant List screen are covered in Chapter 6 Configuring Workorderama PM A 1 Work Order Summary Report The Work Order Summary report prints a list of the number of Open and Complete work orders The total number of work orders is also shown along with the earliest and latest dates of work orders There are three versions of this report that list work orders by worker by facility location and by Job Type To create and print this report select the Summary of Open and Completed Orders button on the Menu of Reports screen This first displays a dialog box aski
30. port is shown on the next page 30 Workorderama PM User Manual V4 1 R2 9 Single Seat Client Name Place 3 INVENTORY DETAIL REPORT PART INFORMATION February 08 2005 SUPPLIER INFORMATION Part ID P3404 Company Name KOHLER 71005 O RINGS Contact Name Type PLBG Phone Mfr Mobile Unit Type ea Fax Unit Cost 0 69 Email Order Bottom Limit 72 Address Order Top Limit Current Stock Qty 57 City State Add Stock Needed 0 Zip Date Updated 09 27 04 Comments Last Order Date 10 11 02 Last Order Qty Notes PARTS STOCK LOG Date Wkord Add Deduct Net Cost Notes 08 03 04 40 3 37 25 53 09 27 04 20 20 13 80 Totals 60 3 57 39 33 Facility Wizards Software Inventory Detail Report 31 Workorderama PM User Manual V4 1 R2 9 A 13 Equipment Item List Report The Equipment Item List report prints a list of equipment and items including equipment or item types manufacturers model numbers and facility locations To create and print this report select the Print List Top Menu button in the Equipment Item List screen The equipment and items listed in the report will be the equipment and items listed on the screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data An example Equipment Item List report is shown on the next page 32 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaz
31. rint this report select the Print List Top Menu button in the Work Orders screen This first displays a dialog box asking you to choose between the summary or detailed report The work orders listed in the report will be the work orders listed on the Work Orders screen You can execute a Find operation to affect the data shown on the screen and then the report will contain just that data Example Work Order List reports are shown on the following pages 21 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza WORK ORDER LIST REPORT February 08 2005 Jun 23 2004 thru Feb 07 2005 Ord Date Job Type Pri Dept Order By Building Suite Assign To Done 10001 08 26 04 Cleaning 3 Executive Berry Greg Center 1121 Andy Holub 09 01 04 10179 07 10 04 Cabling Telecom 2 IT Cline Nancy AB Plaza 390 Colleen Rochford 10201 06 23 04 2 Admin Carbone Jim AB Plaza 860 Fred Thomas 10202 09 12 04 Hot Cold 2 Executive Parsons Vance AB Plaza 1870 Tim Gillet 10203 08 05 04 Electrical 2 Engineering Todd Hubert AB Plaza 510 Tara Ross 10204 07 28 04 Hot Cold 2 Engineering Smith Janet AB Plaza 456 Sara Born 10205 07 09 04 Lighting 2 Admin Carbone Jim Campus 860 Dell Shimandel 10206 08 26 04 Painting 2 Engineering Simon Cody AB Plaza 720 Dell Shimandel 10208 07 28 04 PM 2 Engineering Brettman Melissa AB Plaza 720 Sara Born 10209 07 30 04 PM 2 Executive Parsons Vance Campus 1870 Sara Born 10210 08 0
32. s screen equipment and items facility locations and repeating frequencies Parts Inventory Order List report Prints the order and inventory status for parts and supplies grouped by supplier and including supplier contact information current stock quantities target stock quantities and quantities currently ordered Parts Inventory List screen Parts Inventory Purchase Order Setup screen Inventory List report Prints the inventory status for parts and supplies including stock quantities reorder limits and last order dates Parts Inventory List screen Report data will be for data shown on screen Find operation will affect screen data and resulting report Workorderama PM User Manual V4 1 R2 9 Report Purpose Screens Created From Application of Find Operation Inventory Detail report Prints supplier and inventory information for a part or supply including stock quantity reorder limit last inventory stock date last order date last order quantity and a history of inventory changes Parts Inventory Log screen Find operation has no effect Equipment Item List report Prints a list of equipment and items including equipment and item types models and facility locations Equipment Item List screen Report data will be for data shown on screen Find operation will affect screen data and resul
33. ser Manual V4 1 R2 9 Abercrombie Plaza LIST REPORT TENANTS February 09 2005 Last Name First Tenant Building Suite Phone Email Address Admin Carbone Jim Admin Plaza 1 280 555 1212 mark facilitywz com Engineering Brettman Melissa Engineering Plaza 2 720 555 1212 melissab facilitywz com Simon Cody Engineering Plaza 1 720 555 1212 codys facilitywz com Smith Janet Engineering Corporate 456 555 1212 janets facilitywz com Todd Hubert Engineering Plaza 1 510 555 1212 dave facilitywz com Executive Parsons Vance Executive Plaza 1 1870 555 1212 vancep facilitywz com Facilities Jim Shelley Facilities Plaza 1 1590 555 1212 shellevi facilitywz com Sommer Jeff Facilities Plaza 1 1200 55 1212 ieffs facilitywz com Stuart Steve Facilities Plaza 1 250 555 1212 steves facilitywz com IT Cline Nancy IT Plaza 1 390 555 1212 nancycRfacilitywz com Nussbaumer Helen IT Plaza 1 2480 555 1212 helenn facilitywz com Shore Rich IT Plaza 2 2222 555 1212 rs facilitywz com Facility Wizards Software Tenant List Report by Location 49 Workorderama PM User Manual V4 1 R2 9 Abercrombie Plaza LIST REPORT TENANTS Last Name First B Brettman Melissa c Carbone Jim Cline Nancy J Jim Shelley N Nussbaumer Helen P Parsons Vance s Shore Rich Simon Cody Smith Janet Sommer Jeff Stuart Steve T Todd Hubert Tenant Engineering Accounting IT Facilities Executive IT Engineering Engineering F
34. the Checklist Procedure screen Find operations have no effect on this report An example Checklist Procedure Sheet report is shown on the next page 43 Workorderama PM User Manual V4 1 R2 9 Single Seat Client Name Place 3 CHECKLIST PROCEDURE SHEET February 09 2005 Name Screwdrive Chiller ANNUAL PM Type Cooling Refridgeration Procedure Created by Kevin Millar Date 07 05 04 h 0 N USE SAFETY GARB 8 EQUIPMENT WHEN WORKING ON THIS UNIT CHANGE OIL amp FILTER USE MFG SPECIFIED OIL ONLY CHECK MAGNETIC PLUG FOR PARTICLES TEST FOR REFRIGERANT LEAKS REPLACE REFRIGERANT FILTER AS REQUIRED USE LINT FREE RAGS FOR CLEANING INTERNAL PARTS REPLACE FINE PARTICLE FILTER 5 REMOVE CONDENSER COVERS INSPECT TUBES amp ROD OUT 6 BLOW OUT MOTOR WINDINGS MEG ON YEARS ENDING IN MULTIPLES OF 2 6 1 LOAD TEST ALL LOCKOUTS amp CONTROLS CHECK SAFETY FUNCTION 6 2 CHECK EDDY CURRENT TEST ON YEARS ENDING IN MULTIPLES OF 5 7 CLEAN OIL COOLING SOLENIOD ARRANGE FOR OIL ANALYSIS 8 INSPECT GEAR 8 CLEAN SUMP amp ALL STRAINERS BLOW DOWN DI 9 DO ROUTINE LUBRICATING amp CHECK WEAR POINTS VANE ROD ASSEMBLY 10 PURGE UNIT DISSASEMBLY amp CLEAN INSTALL NEW CHECK VALV RINGS IN PURGE PUMP CHANGE BOTH SIGHT GLASSES AS REQUIRED 10 1 CHECK PURGE ADJUSTMENT 11 INSPECT CONDENSER WATERSIDES BRUSH WITH CORRECTLY S PLASTIC BRUSHES REPLACE GASKETS amp COVER CHECK FOR LEAKS 12 CHECK TEMPERATURE SENSOR
35. ting report Equipment Item report Worker List report Prints detailed information for a piece of equipment or item including equipment or item type model facility location manufacturer vendor cost purchase and installation dates and specifications Prints a list of workers including each worker s specialty hourly rate and vendor company for vendor workers Equipment Item Information screen Workers Rates screen Find operation has no effect Report data will be for data shown on screen Find operation will affect screen data and resulting report Vendor List report Prints a list of vendors that are involved in work order efforts including vendor types primary contact persons and phone numbers Vendor List screen Vendor Information screen When created from Vendor List screen Report data will be for data shown on screen Find operation will affect screen data and resulting report When created from Vendor Information screen Find operation has no effect Checklist Procedure List report Prints a list of checklists Checklists and Procedures screen Report data will be for data shown on screen Find operation will affect screen data and resulting report Workorderama PM User Manual V4 1 R2 9 Screens Created Application of Find Report Purpose From Operation Checklist Procedure Pri
36. tt Durr Department 61443 Fax 800 972 5990 El Monte CA 91735 HENRI Henri Mancini Co Inc HVAC Phone 408 727 8700 Howard Kemery 876 S Milpitas Boulevard Fax 408 942 7900 ilpitas CA 95036 1930 COTEY Cotey Construction GC Phone 415 964 8229 Freddie Thomas 1961 Old Middlefield Way Fax 415 964 8229 ountain View CA 94043 CRANE Crane Pest Control Misc Phone 415 922 1666 Rachel Martin 2700 Geary Boulevard Fax 55 922 1666 San Francisco CA 94118 3498 DECOR Decorative Plant Serv Co Plants Phone 415 826 8181 Howard Cunningham P o Box 880368 Fax 415 962 8275 San Francisco CA 94188 0868 DEPEND Dependable Dealers Furniture Phone 510 635 1111 Dave Anderson 111 San Leandro Boulevard Fax 510 635 1111 San Leandro CA 94577 DESIGN Design Tex Misc Phone 213 659 9900 Roger Hammerstein P o Box 7708 Fax 415 864 4144 Woodside NY 11377 Facility Wizards Software Vendor List Report Detailed 40 Workorderama PM User Manual V4 1 R2 9 A 17 Checklist Procedure List Report The Checklist Procedure List report prints a list of the checklists stored in Workorderama PM The data contained in this report includes the checklist description and notes name of the person who created or entered the checklist and the date that the checklist was created or entered To create and print this report select the Print List Top Menu button in the Checklists and Procedures screen The checklists listed in the report will be the checklists listed on the s
37. yed which you use to select the type of Bar Chart report to be created and then select the Proceed button to create and print the report The work order data included in this report will come from the Found Set of work orders resulting from your last Find operation using the Work Orders screen If you did not execute a Find operation or if you quit out of Find mode then data for all work orders will be included An example Bar Chart report is shown on the next page 19 Workorderama PM User Manual V4 1 R2 9 Single Seat Client Name Place 3 WORK ORDER REPORT January 26 2005 June 23 2004 thru October 24 2004 WORK ORDERS BY MONTH 43 Work Orders Total Month 2004 06 June 2004 07 July 2004 08 August 2004 09 September 2004 10 October Number of Work Orders Facility Wizards Software Bar Chart Report Work Orders by Month 20 Workorderama PM User Manual V4 1 R2 9 A 8 Work Order List Report The Work Order List report prints a list of work orders There are summary and detailed versions of this report both of which show work order dates Job Types priorities affected facility locations workers and completion dates The difference between the two report versions are e The summary report also contains a list of requesting departments and staff e The detailed report also contains a list of affected equipment and items and work descriptions To create and p

Addendum A ― Workorderama PM Reports

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