AMRS Manual_March 2010
Contents
1. Remove lt enter GL Account s or choose ALL or NOT NULL v Figure 11 Report Parameter Menu Selecting Parameters EI 1 The first parameter in this example is for the park alpha code You may either type the code in all capital letters or select it from the drop down menu or pick list March 2010 ppley 13 Asset Management Reporting System User Manual si It is very important to remember that you must use all capital letters e g GRCA rather than grca when entering your park alpha code or the report will not be generated The Edit Mask that you see in the example in Figure 11 is an internal code used by the computer to define the format for a particular parameter You can ignore the edit mask 2 Another common parameter is Location In this example you are allowed to enter more than one value for a parameter 3 Select a value in the drop down menu or type in the Location Record number and click on the Add button Repeat until you have all the desired values in the window Entering Date Parameters Some reports require that you enter dates or date ranges as parameters For example you may view reports on work orders based on the date they were created The figure below shows an example of the date parameter To fill in this field click the calendar icon to the right of the parameter A pop up calendar window will appear Click on the date that you want to use as the value for each da2. u02202002000020n0 nenne nenne nenne nenne nenne nenne nenne nenne nenne nennen 8 Figure 7 Expanded Folder View Reports in the Park Management Folder 9 Figure S COPY Folders WindoW ee 9 Figure 9 Copying Reports to Your Favorite Reports Folder u u40404400nenne nennen nennen 10 Figure 10 Favontes Folder MieWessr sen es essen erkenne 10 Figure 11 Report Parameter Menu 2 u22200240020800000 E nenn nenne nnnn nenn nenne nnnn nennen 13 Figure 12 Calendar Icon and Selecting a Date Parameter 2u0020400020nne nenne nennen 14 FIOUFE1 32 INS PAGE 01 nC DOI rear eier 15 Figure 14 AMRS Viewer Window uuesssuensnnenennenennenennenennenennenennenennenennenenne nenne nenne KKR RAR Kn nennen 16 Figure 15 Export Options WiAdOWesesssesa sage 19 Figure 16 Example of Exported Excel Spreadsheet u02202002000000nnnn nenne nenne nennen 20 Figure 17 Window of the Print Excel Drop Down Menu 200224002240002200 Benno nennen enne nennen 20 FIQUrE 18 Schedule WindoWesasasen ee een asus 21 Figure 19 Schedule ODUONS meer A ea 21 Figure 20 SChecdule Dalysarn eeren 22 Figure 21 Report Scheduling Parameters Window u2222002200022000nnnn nenn nenn nenn nns nr nennen 23 Figure 22 Destination Window ssssseoseesresrrssassansrnrrrsranrrrn nenn anne nnnn nenn nnnennnn RKS ARR RR KR KKR RKS ARR RR KRK RR Kn ren 23 Figure 23 EMall COT
3. It is very important to remember to click on the schedule tab after completing all the selections or all the information you have entered will be lost Schedule List of Locations Assets by Park Customize your options Format Set the format for this report Report Format Crystal Report Figure 25 Scheduling a Report Print Settings Print Settings allow you to modify options associated with the manner in which the finished report is printed You will not be using this option instead you will print the report directly from the AMRS Viewer or Microsoft Word Microsoft Excel or Adobe Acrobat depending on the format in which you are generating the report Function and Use of the History Option Window When you click on the schedule tab a window will pop up showing the history of the report and its status Refresh Cancel Help Work Orders Without Parents Instance Time Run By Parameters Format Status Selected Ey 12 14 2004 7 31 09 PM dlemay SER ALL ALL SLL ALL ALL Crystal Report SUCCESS E ES 12 7 2004 11 48 01 AM dlemay Crystal Report Failed E E a2 4 2 T Oe 7 z 1 i 1 1 fa fe bdod 5 on A i Ep ALL ALL AL Li ALL T y t Faile d C By 7268 2004 12 54 03 PM NCR ALL ALL ALL ALL ALL Crystal Report SUCCESS F Er iasr200s 12 49 57 PM NER ALL SLL ALL ALL ALL Crystal Report SUCCESS Figure 26 History Window To view the report output click on the date time field for the instance of the report
4. March 2010 Asset Management Reporting System User Manual DETAILED FUNCTIONS OF THE ACTION MENU As you learned earlier the action menu has four basic functions View View Latest Instance Schedule and History Again to access the action menu you simply click on the name of the report you wish to view or schedule see Figure 5 From there you will choose one of the available actions whose functions we will now outline Function and Use of the View Option The View option generates reports in real time interactively Clicking on the View icon will open the parameter window An example of the parameter window is illustrated in Figure11 Parameters Parameters allow you to choose the exact information you want to include P in your report The parameters available for a given report will differ depending on the nature of the report Examples of parameters include region park alpha code asset location work order status occupant and many others NOTE It is important that each parameter is filled in even if you select ALL as the value of the parameter ALL locations ALL asset types etc 3 Crystal Reports Viewer Microsoft Internet Explorer Seles The report you requested requires further information Crystal Parameter Field s Enter Park Code This parameter has an Edit Mask gt LLLL Discrete Value seem v HOBE 2 L Location s or choose ALL to choose all locatiq selected park ste value DER
5. This text will be in the body of teh message that is sent Add viewer hyperlink to message body Add W Attach report instance to email message File Name Default File Name randomly generated specified File Name fi otalAsset Add a placeholder for a variable property Title Add 7 Add file extension Figure 23 Email Option Window Once this window has opened follow the steps below to email your report output 24 March 2010 Asset Management Reporting System User Manual 1 Click on the Set the values to be used button to set email options 2 Enter your email address or the address of the person to whom you want to send the output in both the from and to fields Note that the email address must be in a valid email address in Internet email format e g betsy dodson nps gov Use the cc field to send reports to other recipients Enter the name of the report in the subject line Fillin any text that you want to go in the message body in the Message box Verify that the box labeled Attach report instance to email message is checked to ensure that the report results are actually attached to the message a Add a specified file name if you do not want a default file name of random characters to be assigned to your report 7 Click on the update button after you have filled in all the fields au PB W The report will be sent to the designated addresses Format Format refe
6. snow removal purchases of utilities water sewer electricity grounds keeping waste management etc Facility Operations FO 38 March 2010 Asset Management Reporting System User Manual Typically seasonal driven opening and closing of an asset for operation Weatherizing or securing Activate and Deactivate FO AD asset systems prior to the closed period and start up and testing of asset systems to begin the opening period Standard custodial tasks performed at various frequencies daily Custodial FO CU weekly monthly etc for functional spaces within a given asset Sweeping mopping trash collection restroom cleaning etc Grounds Care FO GC Leonia maintained landscape Periodic actions that eliminate or protect facilities from pests which encompass insects rodents Operate Plant System FO PS nematodes fungi weeds and other forms of terrestrial or aquatic plant or animal life or virus bacteria or other form of microorganism Refuse recycling collection begins after refuse has been collected from individual rooms and placed in an Refuse Collection FO RC intermediate container Includes the emptying of the intermediate container into a dumpster and emptying the dumpster at an approved landfill or transfer station Activities performed to ensure safety from unanticipated hazards Snow Sand Debris FO SN and obstructions Removal or precautions applied to roads parking trails ro
7. 6221 4600 1741593336 FY05 Plumbing DY Housing section APPR 9221 4600 175 599229 Misc Check heating systems new apartment APPR 1760616734 Chemical toilet wobbles Tusyan Museum CLOSE FM 6221 3100 177632389 Place seating on bus shelters at new restroon CLOSE FM 6221 3100 178646599 Install new radio system out at Desert View CLOSE FM 6221 3600 13130 Pick up and put together benches CLOSE FM 27987 Remove and rehab signs DV CLOSE FM 31583 Regrout floor tiles at the book store DV CLOSE FM 93347 FYO5 PM s DY housing section APPR FM 64823 FYO5 Snow Removal and Cinders for Xantera APPR FO 04525 FYO5 Snow Removal and Cinders for DNPS APPR FO 623573 Would like more cinders and snow melt DY EAPPR FO 652393 FYO5 Hazmat Chemical Inventory Desert Vie CLOSE FO 9221 3100 9221 3300 6221 3100 0221 46 9221 3100 9221 3100 187 652396 FYOS Property Inventory Desert View APPR FO 6221 3100 M 4 gt gt I Sheet1 Read Figure 16 Example of Exported Excel Spreadsheet NOTE Some reports will actually provide a parameter specifying the format in which the report will be generated If you intend to export your report to Excel then choose Excel when this parameter becomes available see Figure 17 Select Print to Print or Export Results in PDF Format or Excel to Export Results in Excel Otherwise choose Print By choosing Excel you are instructing AMRS to generate a more stripped down version of the report one which c
8. Levee Dike 6100 Cubic Yards March 2010 MD D iev 33 Asset Management Reporting System User Manual Asset Group Asset Category Asset Code Unit of Measure Constructed Waterway 6200 VR Marina Waterfront System 6300 LF of shoreline AVIATION RAILROAD Aviation System 6400 rad System 6500 UNIQUE ASSETS Not already covered in other Asset Codes Outdoor Sculptures Monuments Large Interpretive Objects 7100 _ Fortification ee a a TF merpeive Media o ooo w S Amphitheater 70 Number of Seats FLEET DEE 1 OOOO 8909 NO CODE No Asset Code Available 2909 Asset Status Asset status refers to the current functionality of an asset Asset status may be useful in identifying possible management actions to be taken regarding that asset or in inventorying the asset portfolio Review the definitions and examples below for the different asset statuses Asset Definition and Examples Status Definition Asset is occupied and used in support of the park mission and operations or asset is not operational but supports the park mission and operations as a maintained asset Examples Operational e Asset E G roads trails landscapes campgrounds buildings utilities dams waterways that is currently in use or being rehabilitated for a specific use e Asset that is vacant but supports the park mission as an unoccupied asset historic buildings ruins or fortifications Definition Asset that is ope
9. OM VV IAG OW ee assy Banat a sen sh Roses ees 24 Figure 24 Report Format Window ccccccccseccsseccseeceeeceueecececeeeseusecaeesseeseueeseeesseeseneenaeenaees 25 Figure 25 SCNECUIING a REDON ass an e 26 FIQURE 26 PRISION VVINGOW senas aaa ee ee nu eat 26 Figure 272 Repon Status VWING OW eisen ce aienauesich 27 Figure 25 Deleting an Ola REDOT uud 28 Figure 29 AIM ASSI SIANCO E EE 29 FOUE 30 REDON EXPO F RT ATS ann ee 32 Figure 31 Asset Status Definitions and Examples us22200022200snsnnennnnnnnnnn nenne nennen 35 Figure 32 Work Types and Sub Work TYPES snssmessressrrsssressrassrrresrrenrrrrrrrrnrrrrrrrrn rna ann 40 Asset Management Reporting System User Manual INTRODUCTION This manual is designed to provide users with the information they need to access and run management reports through the Asset Management Reporting System AMRS The AMRS is a web based portal that allows report writers to make their work available over the National Park Service NPS intranet The Facility Management Software System FMSS provides Servicewide management capabilities for facility management personnel However the reporting capabilities built into the FMSS are limited and do not provide the power needed to bring facility management information into the hands of the people who could use it most effectively Through the AMRS pre defined reports can be generated viewed printed and e mailed either immediately upo
10. PDF format which will maintain the look and feel of the AMRS report This is most useful when you want to review the report but do not need to manipulate the data There are times in which you will want to do your own analysis of the data generated by an AMRS report Microsoft Excel is an excellent tool for data manipulation it allows you to reformat summarize sort filter chart and create formulas from your facilities management data Fortunately it is quite easy to export data from the AMRS Viewer into Excel To begin the process of exporting data simply click the Export icon from the AMRS Viewer This will bring up the Export Options window Export Options Please select an Export format rong 1 Boma M Enter the page range that you would like to Export All Pages From 1 Figure 15 Export Options Window To complete the exporting process 1 From the Export Options window choose MS Excel 97 2000 Data only or Acrobat Format PDF as the format from the drop down menu 2 Verify that the All for pages to export button is selected 3 Click the OK button to export You will then be prompted to save the exported file the default file name is CrystalViewer xls but you can change that Ca If you have exported the data to MS Excel you can open the file in Microsoft Excel and manipulate the data using any Excel features AE No all reports are suitable for an Excel format Those rep
11. and validating the quality of asset management and work order data in the system NOTE Reports are organized by suggested use not required use In other words all user levels from park manager to WASO supervisor may find reports in other organizational folders useful Regardless of your position explore the other folders to view all of your reporting options You will also be able to build your own personal favorite reports folder that only you can see which allows you to store the reports you use most frequently in one place for your own usage March 2010 u 10 nlav 5 Asset Management Reporting System User Manual You will learn more about this option in the section Development of Personal Favorite Reports Folder beginning on page 8 Other reports that most individuals use more sporadically can be found under the other report folders These are organized by major FMSS application e g Inventory Labor Plans Purchasing etc Eon in the other report folders have not been validated or formatted and are more likely to be updated at some point in the future When a report is updated it affects anyone who has scheduled the report to run at a certain time If a report you have scheduled is changed you will need to reschedule it in order for it to run correctly NOTE New reports will be created from time to time and added to the appropriate folders Therefore you may see some additional reports available beyond those that ar
12. been removed by the park Example Demolished buildings or other assets Definition For asset location records that are not asset specific Not Examples Applicable e A site or area such as the park or district e Fleet asset location records Figure 31 Asset Status Definitions and Examples Labor Code Every employee involved in maintenance has an FMSS labor record associated with a number labor code The labor record contains the person s name park unit and pay rate along with other information The labor code is used to enter the hours an employee worked and can also be used to track projects on which he or she worked Once an individual is assigned a labor code he or she keeps it forever even if they move to another park or if they are a seasonal employee If you need to enter an individual s labor code as one of the parameters to run a report see your PAM for the correct labor code Location and Asset Records Numbers As location records and asset records are entered into the FMSS they are each given a numerical code which can be used to identify that specific location record or asset record If you need to enter a location or asset number as one of the parameters to run a report see your PAM for the correct number Supervisor Code Just as employees have their own FMSS labor code supervisors also have a labor code associated with them The supervisor s labor code can be used in the supervisory field to track projects and
13. specify how frequently you want a report to be generated see Figure 19 below Schedule schedule Condition Assessment Progress Report Customize your options Schedule w Set the run time parameters for this report RUN report Report will ru lst Monday of Month Last Day of Month Day of Nth Week of the Month Calendar Figure 19 Schedule Options Each of the choices will open a different screen Fill out the appropriate fields on the scheduling screen For example selecting Daily will take you to the Daily window eaan p pley 21 Asset Management Reporting System User Manual Schedule Schedule Cancel Help Condition Assessment Progress Report Customize your options Schedule Set the run time parameters for this report Run report Daily Report will run once every N days DaysiN Update Start Time 12 wa PM w 9 21 2004 End Time 12 00 AM 9 e1 2014 Figure 20 Schedule Daily Fill out the appropriate fields in the window You can set up a report to run every day or every other day by changing the field Days N When the Days N field is set at 1 the report will run every day If it is set to 2 then it will run every other day When you change the date interval labeled Days N you have to click the Update button for the change to take effect Database Logon You should not modify anything on this screen you can skip it Parameters Yo
14. that you would like to view The options of instances you may view are illustrated in Figure 26 above 26 March 2010 Asset Management Reporting System User Manual By clicking on the date time field 9 16 2004 3 04 17 PM for example you will be able to view the output of the report generated at that specific date and time To update the status of the reports by refreshing your History Window click on the Refresh tab a NOTE You can always go back to the history of instances of the report by clicking on the History link for the report as was illustrated in the Navigation section in Figure 6 You can check on the status of a report by clicking on the words in the Status column For example if the report failed you can find out what the error was by looking at the status as illustrated in Figure 27 below Work Drder Information Status Failed Printer he Iinszanze is not printed External Destination Malthe instance ko mekimg ndana edu with a subject of Work Creation Time agza 3 10 44 Py Start Time O O 2005 5 10 44 pr End Time 0 9 2005 S 1C 4E PM Server ised INP2 4201772 709CF renanctinaserve Error Message Information is needed Figure 27 Report Status Window The available statuses are as follows Success The report was generated successfully Failed The report was not generated successfully Usually the cause of failure is a parameter that is either not entered p
15. 24198 FYOS Maintain Repair Exterior Envelope Gtrs NR APPR FM 33036 524204 FYOS Maintain Repair HVAC Bldg NR APPR FM 33037 524205 FYOS Maintain Repair HYAC Otrs NR APPR FM v Figure 14 AMRS Viewer Window The menu bar at the top of the AMRS Viewer window contains a series of buttons that allow you to move around the report and print or export the report to a variety of formats iE Group Tree Clicking this button turns the group tree on or off The group tree allows you to navigate quickly to a particular group of data In this example the group tree shows all the locations that are in the report In the window above the group tree is on the left side of the report Clicking on a location number will move you to the page with that location data Turning off the group tree allows the user to see more data fields without having to scroll across M Export Clicking this button allows you to send the output to a file using a variety of file formats Once you select a file type you will then need to select a file name and location just as if you were saving a file The file formats that you can export from the Crystal Report Viewer are as follows Adobe Acrobat MS Word MS Excel MS Excel Data only and Rich Text Format The file formats are described in Figure 30 see pages 31 32 27 Refresh The refresh button permits you to run the report again allowing you to choose different parameters This will not save the parameters you already s
16. B Navigation using the AMRS Viewer The AMRS Viewer allows you to browse and navigate interactively through the results of the AMRS report It also allows you to save and print the report a Crystal Reports Viewer Microsoft Internet Explorer BAA ts 7 5 mirry I 17 bh FS PA 100 v estas 7 Facility Management Sofavare Systen Date printed 12 22 2005 1 35 pm Work Order Cost by Location Park HOBE Horseshoe Bend National Military Park Status ALL Work Type s ALL Sub Work Type s ALL Region SER Location 16059 Date Type Target Start Date Range 10 1 2005 to Humber of Workorders inthis report 19 Data Starts on Second Page This report provides users with the total cost of operating and owning a location asset t can be used for planning and prioritizing work as well as for project development The work orders are sorted by their status Figure 13 First Page of Report The first page of a report as shown in Figure 13 usually provides the documentation for a report In this example the documentation consists of the name of the report e g Work Order Information the parameters used in generating this report and some information about the appropriate usage of the report To move on to the second page of the report where the data begins click the Next Page icon b which will open the AMRS Viewer window as shown in Figure 14 March 2010 E 2 O lay 15 F i wt Y f Asset Management Reporting Sy
17. L Deficiencies that must be corrected Legislative Mandate Accessibility in response to regulatory CI LMAC requirements These activities include retrofitting for accessibility Deficiencies that must be corrected in response to regulatory Legislative Mandate Code requirements These activities Compliance CI LMCO include retrofitting for code compliance and removing hazardous materials Deficiencies that must be corrected Legislative Mandate Fire Structure in response to regulatory CI LMFS requirements related to structural fire protection codes oo Deficiencies that must be corrected Legislative Mandate Life Safety due to regulatory requirements Code CI LMLS related to safety codes 36 March 2010 Asset Management Reporting System User Manual Day to day activities as well as planned work required to preserve an asset in such a condition that it may be used for its designated Facility Maintenance FM purpose over its expected life cycle Examples include routine replacement of HVAC filters repairing a roof that was damaged ina storm and building a ramp to meet accessibility laws Regularly scheduled periodic Preventive Maintenance FM PM maintenance activities within 1 year on selected equipment Work activities that recur based on normal wear patterns on a periodic cycle of greater than 1 year and less than 10 years Typical work includes painting caulking sealing carpet replacements etc Un
18. McCormick Kristen Renzi Christie Wahlert Michael Lewis Jeremy Hackerd Jeff Bransford Allene Lowrey This document may not be duplicated without the permission of the Eppley Institute for Parks and Public Lands acting on behalf of Indiana University The National Park Service and federal agencies may duplicate it for training and administrative purposes provided that appropriate written acknowledgement is given No other state or local agency university contractor or individual shall duplicate the document without the permission of Indiana University Copyright 2010 the Trustees of Indiana University on behalf of the Eppley Institute for Parks and Public Lands TABLE OF CONTENTS MUOG CUON yi aE ee Eee 1 Gaining Access to the AMRS SYSiem ns gas 3 opaning an AC CO UAL errors 3 HOGGING ON TONG AMR xine a nan E Eee 3 Navigation of the Asset Management Reporting System AMRS cccececeeeceeeeeeeeeeeeeeeeees 5 Report Organization and Usage ccccseecccsesceceesceceeeececeeceeeeseucesseucesseueessaeeessaeeessaeeesaeees 5 Nav galng ReporkFolders nsessevenssasaar cad een asedsSedasecSedesegedwes 6 AGHON MENU DESENBIION san 7 Development of Personal Favorite Reports Folder u u0204004400040 nenn nenn nenne nen nennen 8 Detailed Functions of ine Action MEenl a 5a 13 Function and USEioriheVieW Options 13 SEIECUNGEPAfamelers sure 13 Ener ng Dale Paramete seien nein 14 Navigation using th
19. National Park Service U S Department of the Interior NATIONAL SERVICE Asset Management Asset Management Reporting System March 2010 N Lore j j H 1 3 H ba on s j 3 F j f a 5 J Ei J iT Fi aa FAR 7 i I re j Pr v E i i al f a Ei ee INDIANA UNIVERSITY Eppley RR tor Parks ana Public Lands Morton 5t Suite 101 A IN 47404 Asset Management Reporting System AMRS User Manual Timothy Harvey GEL Elizabeth A Dodson Asset Management Program gi PARK Training Manager Team Leader National Park Service ES SERVICE WASO PFMD Ai SF National Park Service March 2010 Completed in accordance with Sub Agreement 48 of the National Park Service Indiana University Cooperative Agreement CA 2670 97 001 nstitute for Parks and Public Lands Stephen A Wolter Nona Capps Executive Director Project Manager Eppley Institute for Parks amp Public Lands Indiana University Research Park 501 N Morton Street Suite 101 Bloomington IN 47404 812 855 3095 Acknowledgements Contributing National Park Service Staff Karl Bachman Ron Chaney Ray Cozby Mike Doherty Marcus Ferro Dave Forney Mike Hill Natalya Karamyshev Meg Leffel Steve Maass Debbie Mason Jim McCarthy Jeri Mihalic Igor Vorozheykin Olivia Shinomoto Ruth Pourier Nancy Pearson Contributing Eppley Institute Staff Geoff McKim Matthew Berry Christy
20. OPU ALL ALL ALL ALL ALL ALL ALL OPEN ALL Br 2 19 2010 2 43 52 PM ERobertsHamel ALL ALL NONE Date Microsoft Excel Success 2010 2 19 Location False True CUO Ms Crile ADD All ADI a Ald Figure 28 Deleting an Old Report March 2010 28 Asset Management Reporting System User Manual WHERE TO GO FOR HELP Once you begin to use the AMRS you may have questions To get answers to your questions you should consult the following sources They are listed in the order of suggested action Park Account Manager FMP HelpDesk email FMP HelpDesk in Lotus Notes or FMP Help Desk nps gov FMP HelpDesk phone 303 969 2609 Regional Coordinator Figure 29 AMRS Assistance Requesting a New Report Most reporting needs can be met through reports that are already in the AMRS However if you have a reporting need that is not already in the AMRS you can first try exporting a current report to Excel and reorganizing the data to get the information you need You can also request a new report through the HelpDesk Upon receipt of a request for a new report it will be evaluated a recommendation will then be made to either modify an existing report to accommodate the need or pass the new report request on to the systems group for creation a zu GD oley 29 30 Asset Management Reporting System User Manual March 2010 Asset Management Reporting System User Manual APPENDIX A REPORT EXPORT FORMATS The following
21. are the report export formats supported by AMRS All of them work for scheduled jobs but not all work with the AMRS Viewer Format Description Works with the AMRS Viewer Yes No Crystal Format requires the AMRS viewer to work with Yes Report the report This option should not be used Microsoft File can be opened with Microsoft Excel and Yes Excel includes any formatting page and report headers subtotals etc Contrast with Microsoft Excel Data Only Microsoft File can be opened with Microsoft Excel but it Yes Excel Data only includes the data records themselves Only without headers formatting sub totals etc Best when you want to do additional data manipulation and calculations on the results This format is also good if you want to import data into Microsoft Access Contrast with Microsoft Excel format Adobe File can be opened viewed and printed by Yes Acrobat anyone with an Adobe Acrobat PDF viewer The resulting Acrobat document includes any formatting graphic images etc of the report and it is formatted exactly as it will print out Appropriate for sharing presentation quality reports electronically with others This is the format that you will most likely use if you want to e mail the report to others Not appropriate when additional data manipulation is required Rich Text File is meant to be imported into a variety of Yes word processing programs Microsoft Word format is preferable when Mi
22. crosoft Word is the chosen word processor VERS ROTE Gppoiey 31 Format Plain Text Paginated Text Tab separated Text Tab separated Values Character separated Values 32 Asset Management Reporting System User Manual Works with the AMRS Viewer Yes No Description File strips out all font changes and formatting leaving a version of the report that can be imported into almost any other program May be useful for including in e mail messages to others Similar to Plain Text but it includes pagination information any page breaks page footers etc Format provides the data records in the report No and it uses tab characters to separate the individual fields within a record Also includes any report header and footer information Provides only the data records themselves Fields within each record are separated by tab characters No formatting headers or footers are included This is most likely the format you would use if you wanted to import the results of the report into some other analysis program such as Microsoft Access or wanted to provide the data to a third party for analysis Similar to Tab separated Values but it allows you to designate the character used to separate one field from another unlike Tab separated Values which assumes that the tab character is used to separate the values Figure 30 Report Export Formats March 2010 Asset Management Reporting Sy
23. der To see your Favorite reports folder you must go up one level in the folder hierarchy You can do this by clicking on the dropdown menu icon and choosing Favorites Cancel Help Selected Items Click the button below to apply Folders Select the folder where you want to place the action to all listed items to the selected folder the listed items Favorites Figure 9 Copying Reports to Your Favorite Reports Folder eo Clicking on the IX icon will display all of the reports currently in your Favorite reports folder When you first begin to use the AMRS there will be no reports in this folder To copy the report Work Order Information into your Favorite reports folder click the Copy button You will now be able to view and work with reports in your Favorites reports folder by clicking on the Favorites link from the home page see Figure 10 National Park Service eS S een ge en genen Pee Bt an U S Department of the Interior tise Asset Mar IaJemmel ji Report Iq system Favorites Folder Home Ja Favorites Folders Work Order Information Figure 10 Favorites Folder View 10 March 2010 Asset Management Reporting System User Manual You should now have a basic idea of how to navigate through the folders of the AMRS We will now turn to the action menu to outline the basic purpose and multiple functions of the system March 2010 Vv gt plev 11 12 Asset Management Reporting System User Manual
24. described above represent an attempt to identify those reports that are most likely to be useful to FMSS users you also have the ability to create your own personal Favorite reports folder which can be used to provide quick access to the reports that you use the most This folder will only be visible to you other users will have their own Favorite reports folders By adding and deleting reports from this folder you can easily and quickly access your most commonly used reports To create your Favorites folder click on the link labeled Organize in the upper right hand corner of the screen You will then see the Organize Folders dialog box Crystal Enterprise Organize Favorites Windows Internet Explorer Organize Folders Contents Organ ze these folders and items Maximo 4 1 Archive Report Folder db Maximo 6 2 Project Folder N xz I z Local intranet zZ 100 g Figure 6 Organize Folders Dialog Box March 2010 Asset Management Reporting System User Manual The Organize Folders dialog box allows you to move reports into and out of your Favorites folder To copy the report Work Order Information from where it is in the Park Management folder into your Favorites folder first click on the Park Management folder and then click the Expand button You will see a list of the reports in the Park Management folder as shown below Crystal Enterprise Organize Favorites Window
25. e AMRS Viewer ucnsueessnssnsnnnnennnennnennnennonennnnennonenn nenn RR KR RAR nennen 15 Nav dallon BUll ns ss Wann aaa 18 EXDOrL ang Analyze Dal aaa a a 19 Function and Use of the Schedule Option u2222200220000020n0 nenne nnennn nenne nenne nenne nnnnnennn 20 SCHE zus see En se een 21 Database LOGON aa a een 22 Parame ler S sunny 22 DES NO ION ee 23 EMalOBIOH WAalK INrOU N ens 24 FO Alessi 25 FIINLSEHINOS Eee ee 26 Function and Use of the History Option Window s ssseesrrrsrrrssrressrrsrrresrrrnrrrnrrrrnr rr rr nenne nennen 26 Deleting a Scheduled Report and Deleting Generated Reports You No Longer Need 28 WA ronto goor Helper Ay lawiauidivimutbietnwtadelswiatanehalutunn 29 Requesting a New Reportase seeiis E EEE EEEE E E 29 Appendix A Report EXPON FOMMAlS aerei iian ea EEE EEE EE E T a 31 Appendix B Report Parameter Definitions And Explanations u 24004400240 Bene ernennen 33 Appendix C Glossa yV Or Terms ee ee ee 41 TABLE OF FIGURES Figlire 12 E09 OR ScCieen ee ea 3 Figure 2 Reports in the Park Management Folder u02240044002000B0n0 Benno nennen nennen 5 Figure 3 Report oUub Folder Organizati n zerresn een 6 Figure 4 Report Roll Over Description 2 220022200200008000 00000 nenne nnnnennnn nenne nenne nenne nenne nennen 7 FIGUKE 5 LISL Or Reports and Acl on Meilkssaszane ea eten REON sent dee eb 7 Figure 6 Organize Folders Dialog Box
26. e shown in the figures in this manual Navigating Report Folders If you double click on a selected folder the reports within that folder will be displayed in a list Asset Management Reporting System agnbel praan Logoi Help a search i Co Go fit Home Account gmckim Favorites Folders He APT FCI Scatter Plot GPRA Plan vs Actual Cost GPVACBP R e PO rts Work Order Information Work Order NPSWO Work Orders with Long Description Figure 3 Report Sub Folder Organization ur To see additional details about a particular report move your mouse over the title of the report You will see a brief description of the report as seen in Figure 4 Moving your mouse over the title will also verify that the report is identified as 6 2 March 2010 Asset Management Reporting System User Manual fi Home 8 Favorites GC Maximo 6 2 Project Folder gt 9 Park Management Folders API FCI Scatter Plot Work Order Asset List By Location Spec Temp Work Order by Supervisor Lead Craft Labor Gre Actuals and Estimates Asset Spec Temp Info Work Order Cost by GL Account Component Renewal Schedule by Location Work Order Information Deficiency Work Orders by Location en 6 2 ke Folder gt Park Eight Major Industry Standard Locations GPRA Plan vs Actual Costs Work Order Cost by GL Account Location Detail Information This report provides a list of work 3 i a i orders with their associated total Location Hierarchy wit
27. elected all parameters will have to be identified again 16 March 2010 Pa To run another report using most of the parameters of the first report Right click on the report page The context menu will open Asset Management Reporting System User Manual 1 Select the Back option mun 4100 OPERATING 3108 00 SF P276 ners 4100 OPERATING 2300 00 SF P276 Fra 11 3 3100 OPERATING 176 AC P26 Save Background 45 7400 OPERATING 1 00 EA P276 Set as Background 7400 OPERATING 1 00 EA P276 are Backaral rd 6300 NOTAPPLICABLE 100 EA P276 2100 OPERATING 986 00 LF P276 Select All 3100 OPERATING 212 AC P276 Faste 2100 OPERATING 1420 00 LF P276 an 4100 OPERATING 1 018 00 SF P276 4100 OPERATING 360 00 SF P276 Ang LP arortES 6300 OPERATING 1 872 00 LF P276 MEW OTE 4100 OPERATING 2418 00 SF P276 Encoding 0000 NOTAPPLICABLE 100 EA P276 6300 OPERATING 54 101 00 SF P276 Print 5400 OPERATING 1 00 EA P26 Print Preview 5400 OPERATING 100 EA P276 Refresh 4100 OPERATING 3 384 00 SF P276 4100 OPERATING 934 00 SF P276 Export to Microsoft Excel 4100 OPERATING 1654 00 SF P276 send To Bluetooth 4100 OPERATING 60 00 SF P26 Ebern 4100 OPERATING 851 00 SF P276 4100 OPERATING 81800 SF P276 4100 OPERATING 313500 SF P276 ee i The report you requested requires further information Crystal Parameter Field s Enter Top Level Location Discrete Value Enter System Discrete Value PRIMARY PRIMARY The previo
28. entry to all of the pre defined reports to which you have access If you don t know which folder a certain report is located in you can use the Search function Type in what you think the title is and it will bring up all reports with that in the title of the report search results listed below are from all folders Be sure to hover over the report title to determine which folder the report is from ational Park Service S Department of the Interior seat N U Account Edodson Ga Favorites Folders Maximo 4 1 Archive Report Folder Maximo 6 2 Project Folder Figure 2 Reports in the Park Management Folder To open a folder double click on the folder icon Report Organization and Usage As Figure 2 illustrates from the home screen you will be given a choice of Maximo 4 1 Archive Report Folder and Maximo 6 2 Project Folder There are subfolders organized by application In the subfolders there are lists of individual reports The Management Park Management and FMSS Audit folders include reports that have been identified as meeting most of an FMSS user s routine reporting needs e Management reports are those that are most likely to be useful at the regional and WASO levels emphasizing the ability to roll up and summarize data from multiple parks e Park Management reports are the detailed reports that are most likely to be useful to park facility managers e FMSS Audit reports are those that are useful in maintaining
29. eports f ooo Search Entering text called the search string in this box allows you to search for occurrences of the search string in the report You do not have to enter a complete word and the search is not case sensitive For example searching on the word park will find instances of Park park Parker and spark To activate the search click the binoculars icon it will search for and highlight the next instance in the document of the search string that you have entered in the box The search will start from the page you are viewing Limitations to the Search Function The Search function only finds the first instance of the search string on a report page Each subsequent search moves on to the next page of the report Finally the Search function highlights the instance of the search string that is found and moves the cursor to the appropriate position in the report To be able to click on the binoculars icon again to search for further occurrences of the search string you will have to scroll up to the top of the report 100 Size This allows you to magnify or reduce the size of the output on the screen 18 March 2010 Asset Management Reporting System User Manual Do not hit the Enter key when changing the size Simply change the desired zoom level and wait Hitting the Enter key will close the report Export and Analyze Data Most reports can be exported into
30. ese activities include retrofitting for accessibility Deficiencies that must be corrected in response to regulatory Legislative Mandate Code requirements These activities Compliance FM LMCO include retrofitting for code compliance and removing hazardous materials Deficiencies that must be corrected Legislative Mandate Fire Structure in response to regulatory FM LMFS requirements related to structural fire protection codes ZUR Deficiencies that must be corrected Legislative Mandate Life Safety due to regulatory requirements Code FM LMLS related to safety codes A component renewal work type that has been tracked in the system and facility management practice Component Renewal Deferred and is not funded when identified as Maintenance FM CRDM Deferred Maintenance will then move in the Component Renewal Deferred Maintenance work type category Recurring maintenance that has been identified and tracked in the Recurring Maintenance Deferred system and facility management Maintenance FM RMDM practices and is not funded when required will move into this work category Work activities performed on a recurring basis related to the normal performance or function of an asset throughout the year which intends to meet daily operational needs and activities for which a facility or item of Installed Building equipment IBE is intended to be used Typical work performed under operations includes janitorial and custodial services
31. h Asset Equipment cost totaled by account number Hierarchy The information provided is useful New API FCI Scatter Plot for tracking the budget status for various accounts especially for Park Totals by Asset Code project related accounts PM Schedule by Location Figure 4 Report Roll Over Description Action Menu Description There are four main actions that can be performed on any report View View Latest Schedule and History To open a report menu click on the report name In this example clicking on the Work Order Information report title will open the Work Order Information action menu API FCI Scatter Plot Work Order Asset List By Location Spec Temp Work Order by Supervisor Lead Craft La ata A t List By L t 5 T Work Order by 5 Lead Craft L Actuals and Estigi Asset Spec Temp Info Work Order Cog pis TET r R view Latest Component Renewal Schedule by Location Work Order ni Deficiency Work Orders by Location Schedule Eight Major Industry Standard Locations History GPRA Plan vs Actual Costs Location Detail Information Figure 5 List of Reports and Action Menu There are four main actions that can be performed on any report View View Latest Schedule and History To open a report menu click on the report name In this example clicking on the Work Order Information report title will open the Work Order Information action menu View Generates and displays the report interactively using the most curre
32. n demand or at a subsequent date or time when server usage is likely to be low The purpose of this manual is to show you how to access run and review the output of the pre defined facility management reports that have been provided through the AMRS It is intended to serve as a job aid to those individuals using the FMSS data Throughout the manual you will notice the occasional appearance of the following icons They mark notes terms and instructions and help to clarify important points The computer monitor icon highlights keystrokes needed to input data into the AMRS including shortcuts or time saving methods in the FMSS computer application The caution sign indicates that you should be careful to pay particular attention to a specific aspect of the content as it will have an impact on your success This symbol designates a listing of the key terms to look for as you review the handbook content The key terms will be easily identified by the key symbol in the left margin a The wrench indicates useful tools or tips that can be used within the software March 2010 BA nv le Asset Management Reporting System User Manual March 2010 Asset Management Reporting System User Manual GAINING ACCESS TO THE AMRS SYSTEM Obtaining an Account Both FMSS users and non users need to request access to AMRS This should be done through the User Management link found under Related Information on the FMSS portal page See the O
33. nt data available View Latest Instance Allows a user to see the report as it was run the last time Selecting View Latest Instance shows the last report run by anyone NOT the last time the user ran the report Schedule Programs reports to run at a time designated by the user The user may also schedule reports to run periodically March 2010 AO P NOV 7 Asset Management Reporting System User Manual History Shows the recent scheduled history of this report which includes who generated the report what the parameters were the date it was generated and whether or not it was generated successfully Occasionally very large reports containing many thousands of records may take up to ten minutes to generate However it typically takes less than a minute By viewing the History of a report a report can often be generated in a few seconds However a report generated in this fashion may not contain the most current data and it may not be based on the parameters that you want to use Ifthe user needs a report to generate periodically such as daily weekly or monthly then it should be scheduled in advance during off hours so that the reports are generated at a time when the server is not experiencing a high volume of user traffic Further information about the action menu will be given in the next chapter The Detailed Functions of the Action Menu Development of Personal Favorite Reports Folder Although the folders
34. ofs beaches waterways and sidewalks Services and commodities used to operate facilities that are delivered by pipeline or other line Includes sewer water electrical natural gas Utilities Cost FO UT and propane and energy water or wastewater that is generated or treated onsite purchased from a municipal system or from a private supplier Activities not directly associated with a constructed asset that pertain to the labor hours and leave of park employees Annual leave sick Business FO BU leave compensatory time taken holiday admin leave LWOP regular AWOL non duty career seasonal and furlough and suspension hours March 2010 Mnlaev Asset Management Reporting System User Manual Work Type Sub Work Type Activities not directly associated with a constructed asset that pertain to the overall management and administration of the park Communications shop Management FO MG management and control shop inventory management and control meetings trainings reports FMSS supervision planning field investigation or quality checks budget payroll personnel office administration and partnership Figure 32 Work Types and Sub Work Types 40 March 2010 Asset Management Reporting System User Manual APPENDIX C GLOSSARY OF TERMS See Inside NPS for glossary March 2010 41
35. ontains all of the data but no extraneous formatting This makes importing into Excel cleaner Function and Use of the Schedule Option Rather than run the report right away you can schedule the report to run sometime in the future Based upon your needs you may choose to run a report once or establish a schedule to run reports at a given time such as every day week or month Once scheduled reports have been generated there are several destinations to which you can automatically send them including your e mail inbox Each of the available options is discussed in the Destination section below 20 March 2010 Asset Management Reporting System User Manual To schedule a report select the Schedule option for the report The Schedule window will appear Schedule Schedule Condition Assessment Progress Report Customize your options Schedule time parameters for this report Figure 18 Schedule Window Each item in the options drop down menu has default values You should check each item to make sure that the default values are correct After you have concluded making changes to a page be sure to click the page s Update button if one is available To schedule and run a report you will need to perform actions involving each one of the six options that make up the Schedule drop down menu Schedule Database Logon Parameters Destination Format and Print Settings Schedule The Schedule option allows you to
36. orts that are optimized for exporting to Excel are labeled as such Asset Management Reporting System User Manual A B C D E F G H UE K L M Facility Date printed 08 09 2005 9 25 am Work O Region Park s Asset C Occupz Asset L Work T Sub Wi WO StzReport Date f 2 This report shows a list of work orders that the user can employ in order to determine a work plan This list can help plan and prioritiz 157 524356 FYO5 Snow removal seas gtrs North Rim APPR FO 0 1 357 158 524358 FYOS Landscaping seas gtrs North Rim APPR FO 159 32791 Hermits Rest HR booo 160 507270 Check solar system to portable toilet Hermit CLOSE FM 6221 3600 161 32793 Desert View DY 000 162 593334 FYOS Pest Management Inspect for pest D APPR FM 6221 46 163 519038 Assist with post hole digging DY Point CLOSE FM 6221 3100 164 523892 Work to temporary gravel road DV CLOSE FM 6221 3100 165 542050 Install timer on overhead light Desert View CLOSE FM 6221 3100 166 593323 F YDS All appliance repair DV Housing sectior APPR 6221 4600 1671593324 FYO5 Call Out DV Housing section APPR 6221 4600 166 593326 FYO5 Carpentry DV Housing section APPR 6221 4600 1697593327 FYOS Change of Occupancy COOM DV Ha APPR 6221 4600 170 593328 FYOS Electrical DV Housing section APPR 6221 4600 171 593330 FYO5 Mechanical DY Housing section APPR 6221 4600 172 593331 FYO5 Misc repairs DV Housing section APPR 6221 4600 1731593333 PROJECT FY05 Pest management DY Hous APPR
37. perations and Maintenance Facility Management Software System Student Manual for step by step instructions Your NPS username and password will be used to log on this is the same username and password you use to log into your computer Logging on to the AMRS The AMRS is accessed through your web browser It can only be accessed through the NPS intranet To access the reporting system open your web browser Microsoft Internet Explorer 5 0 or higher and go to the following web address http ofmd2 nps gov tmp fmss Under Access to Other Applications you will see a link to the Asset Management Reporting system Click on this to go to the AMRS login page Cancel Help Log On to Crystal Enterprise Existing User User Name ledodson sis Password PO Log On Figure 1 Log On Screen 1 Both FMSS users and non users need specific access to AMRS You can request access through the FUMP process 2 Enter your NPS Username This is the username you use to log into your computer 3 Enter your NPS Password Again this is the password you use to log into your computer 4 Click the Log On button You should now be successfully logged onto the AMRS March 2010 BA nlev 3 Asset Management Reporting System User Manual March 2010 Asset Management Reporting System User Manual NAVIGATION OF THE ASSET MANAGEMENT REPORTING SYSTEM AMRS Once you have logged on you should see the AMRS home page which provides
38. rational and obsolete functionally deficient for any reason including e Asset is undersized for its current use does not meet functional demands requirements Operational e Asset does not meet applicable codes and regulations Obsolete Zul e Visitor center that was planned and constructed for a significantly smaller visitor population than is currently being served Utility water treatment plant fuel system that does not meet governing codes and regulations 34 March 2010 Asset Management Reporting System User Manual Asset Definition and Examples Status Definition Asset that is planned or under construction from initial planning stages until the new Planned asset has been accepted by NPS at which time the asset becomes operational Example Any planned asset including roads campgrounds buildings utilities etc Definition Asset does not meet the park s mission or is not required for operations although it may be convenient to use e Asset does not relate to a future desired condition in the park unit e Asset s removal is determined by the park s General Management Plan GMP Example Any asset that is or should be slated for demolition Definition Asset is vacant and not being used for park mission or operations and the asset s future use Is not imminent Example Assets that require mothballing for potential future reuse Hemoved Definition Asset was once a part of the inventory but has since
39. roperly or not entered at all Running The report is still running Click the refresh tab to refresh the history window or check again later Most reports take between one and 10 minutes although it may take more during heavy server usage times Recurring The report is scheduled to be re run automatically at the interval that was specified when the report was scheduled Pending The report has been scheduled to be run once at some future time eaan G poley 27 Asset Management Reporting System User Manual Deleting a scheduled report and deleting generated reports you no longer need To delete a scheduled or generated report click in the selected box and click the delete button You can only delete those items that you created Crystal Enterprise History Windows Internet Explorer History Work Order Information Instance Time Run By Parameters Format Status Selected SER VICK ALL ALL ALL ALL ALL ALL ALL OPEN ALL ALL Er 2 25 2010 12 13 33 PM ERobertsHamel ALL Report Date Microsoft Excel Success m 2010 2 25 Location False True MWR DAAV ALL ALL ALL ALL ALL ALL ALL OPEN ALL Er 2 24 2010 9 28 52 AM JCrowe ALL ALL Report Date Microsoft Excel Success 2010 2 24 Location False True SER DRTO 4300 4100 NPS ALL ALL ALL ALL ALL ALL Er 2 23 2010 7 33 54 AM MGallivan ALL ALL Report Date Microsoft Excel Success 2005 10 1 Date 2010 2 23 Location False True PWR F
40. rs to the file format of the report to be generated See Figure 30 on pages 31 32 for a description of the different file formats Crystal Enterprise Schedule Windows Internet Explorer Schedule schedule Cancel Help Work Order by Supervisor Lead Craft Labor Group or Work Location with Actuals and Estimates Customize your options Format Set the format for this report Report Format Adobe Acrobat Crystal Report Microsoft Excel cc Page range RETTEN All pages Microsoft Word C From Tab separated Text Tab separated Values Character separated Values Figure 24 Report Format Window While Crystal Report is the most common and flexible report format you can only view Crystal Report formatted files if you are logged into the AMRS or if you have the AMRS program installed on your own computer March 2010 JO 2 Pev 25 Asset Management Reporting System User Manual it to others who do not have access to the AMRS then do not use the Crystal Report format Instead generate the report in alternative programs such as Microsoft Excel or Adobe Acrobat Microsoft Excel is the recommended format if you want your recipient to be able to manipulate the data further Adobe Acrobat is the recommended format if you want the recipient of the report to be able to print and view the results but not manipulate the data AF NOTE If you plan to have the results of the report e mailed to you or wish to distribute
41. s Internet Explorer Organize Folders Contents Organize these folders and items Park Management Ez Eight Major Industry Standard Locations GPRA Plan vs Actual Costs Location Detail Information Location Hierarchy with Asset Equipment Hierarchy New API FCI Scatter Plot Park Totals by Asset Code PM Schedule by Location PMIS Project by Location PMISLOCD Work Order Work Order by Supervisor Lead Craft Labor Group or W Work Order Cost by GL Account Work Order Information xl work Order Information ws ww re Local intranet 100 I Figure 7 Expanded Folder View Reports in the Park Management Folder Highlight the report you want to copy to your Favorite reports folder and click the Copy To button gt Copy Crystal Enterprise Windows Internet Explorer Selected Items Click the button below to apply Folders Select the folder where you want to place the action to all listed ttems to the selected folder the listed items c Work Order Information Favorites Home Maximo 4 1 Archive Report Folder Maximo 6 2 Project Folder Favorites Ey Ir Bore TT EE F anra AA 4 Figure 8 Copy Folders Window March 2010 P POV Asset Management Reporting System User Manual In the left panel you will see the report that you are copying On the right you will see the folder into which you can copy the report Notice that you will not see your Favorite reports fol
42. scheduled reactive repairs that would not be estimated and Corrective Maintenance FM CM planned but are accomplished by local staff or existing service contractors The planned replacement of a component or system that will reach Component Renewal FM CR the end of its useful life based on condition and life cycle analysis within the facility s lifetime Removal of an asset that has been determined to be unsafe or no oy longer meets mission goals ZEMONON VENEN Removal is determined by management in conjunction with NPS planning procedures A maintenance task carried out to Emergency Maintenance FM EM avert an immediate hazard or to correct an unexpected failure Inspection Accessibility Assessment FM INAC Inspection Condition Assessment Annual FM INCAA Inspection Condition Assessment Comprehensive FM INCAC Inspection Fire Protection Life Safety FM INFLSA Inspection Fire Protection Condition Assessment FM INFPCA Recurring Maintenance FM RM Comprehensive Inspection Other Types of Inspection FM INOTH Mar Rent PW ole 37 Asset Management Reporting System User Manual Maintenance that was not performed when it should have l been or was scheduled and was put PRENEO MAINENANCE VEN off or delayed Continued deferment of maintenance will result in deficiencies Deficiencies that must be corrected Legislative Mandate Accessibility in response to regulatory FM LMAC requirements Th
43. stem User Manual Eu ft Internet Exp x FA E Main Report iv N A 2 11 b bi 100 MM crystal 2 ERGRCA A Facility Management Software System El Be Work Order Information 32765 Region sk ALL 32766 Park s GRCA 32768 Asset Code s ALL 32786 Occupant ALL AssetLocation amp ALL 32791 Work Type s ALL 32793 Sub Work Type s ALL 32795 WO Status ALL 32799 Report Date from 08 01 2004 to 08 01 2005 32800 Asset Description Asset Code API FCI CRV 32802 WO Description Status Toe Sous ee PMIS Comp GL Account Priority 32807 32811 32952 32764 Horth Rim HR 0000 0 000 232954 523927 FYOS Repair GSA Vehicles NR APPR FM 22956 523930 FYOS Repair Interior Vehicles NR APPR FM 523979 FYOS Service Repair Interior Power Equipment APPR FM 32957 NR 32060 523985 Pi Service Repair Primary Electrical System APPR FM 32963 523988 FYOS Service Repair Second Electrical System APPR FM 32965 NR 32967 523999 FYOS Maintain Alternative Energy System NR INPRG FM 37968 524001 FYOS Maintain Telecommunication System NR APPR FM 524027 FYOS Maintain Road Shoulder Turnout NR APPR FM 33003 524054 FYOS Maintain Surfaced Roadway Parking Areas APPR FM 33007 NR 33022 524069 FYOS Maintain Surfaced Trails NR APPR FM 33031 524179 FYOS Maintain Repair Interior Envelope Bldg NR APPR FM 524152 FYOS Maintain Repair Interior Envelope trs NR APPR FM 33033 524184 FYOS Maintain Repair Exterior Envelope Bldg NR APPR FM 33034 5
44. stem User Manual APPENDIX B REPORT PARAMETER DEFINITIONS AND EXPLANATIONS The following tables provide more detailed information regarding some of the parameters you might encounter when running a report If you have further questions about what report parameters mean you may wish to contact your Park Account Manager PAM or the FMP HelpDesk Asset Code Asset codes are used in the FMSS to organize assets into different major asset types Each asset group is broken up into different asset categories each of which is identified by its asset code For example if an individual wanted to run a report regarding Maintained Landscapes he or she would look under the asset group Grounds and enter 3100 as the Asset Code parameter Asset Group Asset Category Asset Code Unit of Measure SITE AREA Tre OOOO 0000 ROAD PARKING AREA ROAD BRIDGE ROAD TUNNEL RO 00M OOOO r 800 T8qareFeet J Road Bridge O o TSquareFeet OOO Road tunnel H 000 Square Feet O O O TRAIL 2100 Tai Bridge Substantial 2200 Trail Tunnel Substantial 2300 GROUNDS Maintained Landscapes 3100 any 3800 BUILDING Bug 4100 ng 4300 UTILITY I WaterSystem soo Gallons per day DS waste Water System 5200 Gallons perday eating amp Cooling Plant s30 Each FE rical System Tea Rai System oo fEaeh Phone system f oo fEh a e een E System 5800 Cubic Yards MARINE WATERWAY WATERFRONT Dam
45. te parameter Many of the reports allow the user to select which date range type they want such as Report Date Target Start Date Actual Start Date etc Click on the il 7 3 415 86 calendar FARTEN 14 75 16 17 18118120 24 22 24 2425 26 27 JES intel rere i Figure 12 Calendar Icon and Selecting a Date Parameter ia You should generally use the Calendar as illustrated above to enter date parameters when generating a report If you want to enter the date manually you must enter the date in the format that the AMRS expects Date YYYY MM DD For example to enter February 1 2005 you would type Date 2005 02 01 The lower value or bound refers to the earliest point in the report s history Entering in no upper bound will return records up to the current date However you must have a lower bound or upper bound specified for AMRS to run the report When entering parameters you must click the Add button at least once even if you are selecting the ALL value for the parameter After entering all parameter values click the OK button to generate the report 14 March 2010 Asset Management Reporting System User Manual The report will appear in one to three minutes depending on the length and amount of data you have requested Remember very large reports may take longer to generate NOTE For more information and definitions of the different FMSS report parameters see Appendix
46. u should fill out the parameters for a scheduled report in the same way as you would when generating an interactive report Figure 21shows an example of the parameters associated with the report Work Order Cost By Location Note that these parameters are the same as those that would be used if the report were generated interactively 22 March 2010 Asset Management Reporting System User Manual Schedule Schedule Cancel Help WOCBL2 Work Order Cost By Location Customize your options Parameters Location Enter Location New value Default Values Current value No current value has been set Status Select Status or choose ALL New value Default Values Add Current values Remove Figure 21 Report Scheduling Parameters Window ee You must fill in all of the parameters for a report to run correctly When running a report under the View action option you will be prompted to enter any missing parameters However when scheduling a report the system will not tell you whether you have forgotten to enter a parameter It is very important to ensure you have entered all parameters when scheduling a report or the report will not run correctly Destination Destination refers to the location to which the report output is sent after it has been generated The available options are illustrated in Figure 22 below Schedule Scthedu e Cence Condition Assessment Progress Report CLston
47. us parameters will open You can make any change needed for the second report 2 Select OK Your second report will now open Print This allows you to print the report The print options will correspond to your specific printer and the printers that are available to you on your network You should always confirm the number of pages that the report will generate before you print rail March 2010 17 Asset Management Reporting System User Manual When you try to print for the first time on a different computer you may get a white box with no options To fix this you need to contact the helpdesk Navigation Buttons This series of arrow buttons allows you to move through the pages of the report JS Go to first page J Go back one page E Go forward one page Fl Go to last page gt Skip to Page Function Allows you to enter a specific page number and skip to that page To use this type a page number in the box and click on the page icon 1714 Page Number Shows you which page you are on and how many total pages are in the report However the number that shows you the total number of pages in the report will not be accurate until you view the last page in the report By default it is 1 which only tells you that there is more than one page in the report To find out the total number of pages in the report click the go to last page icon as shown above Note that this could take some time for very long r
48. who is responsible for the project lf you need to enter a Supervisor code as one of the parameters to run a report see your PAM for the correct supervisor s labor code Haren eo Goley 35 Asset Management Reporting System User Manual Work Types and Sub Work Types As work orders are entered into the FMSS they are assigned different work types and sub work types These categorizations identify more specifically the type of work that is occurring making it possible to run reports for certain types of work occurring in the park When entering work types and sub work types as report parameters use the table below to understand how each is defined Work Type Sub Work Type Alterations or new construction that helps an asset better meet its intended purpose Examples include Capital Improvements CI paving an unpaved parking area and replacing portable restrooms with a permanent facility in a frequently visited area Changes to interior arrangements or other physical characteristics of an existing facility or installed equipment so it can be used more effectively for its currently designated purpose or adapted to a new use Includes work referred to as improvement conversion remodeling and modernization Construction that adds to the existing footprint of an asset or creates a new asset Retrofitting to reduce energy use or Energy Policy CI EP increase sustainability and reduce carbon footprint Alterations CI A
49. ze ycu options Destiaation Set the Destination for the report Destination Dofault Detault u Figure 22 Destination Window These are the choices available from the Destination drop down menu Default The Default choice saves the report output in the AMRS file structure You can then view the results directly from the History window in Figure 26 This is the typical option but it requires you to log into the AMRS to view the results of your scheduled report March 2010 BH olev 23 Asset Management Reporting System User Manual Unmanaged Disk Unmanaged Disk allows the user to change the file destination but the destination must be part of the Enterprise network This option is not supported Email This allows you to email the output to an email address See Figure 23 for more details FTP Do not choose the FTP option It is disabled Email Option Walk through If you wish to email the output to an email address select Email from the Destination drop down menu The Email Option window will open Crystal Enterprise Schedule Windows Internet Explorer Customize your options Destination Set the Destination for the report Destination Email SMTP You can schedule to a SMTP server with a choice of two different sets of values Use the Crystal Job Server s defaults Set the values to be used at schedule time here Betsy_Dodson nps gov Betsy _Dodson nps gov Subject Asset Report Message
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