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Train User Manual

1. M BROWN M Brown and m brown are all valid However the use of punctuation or spaces between characters is relevant and where applicable should be maintained 1 2 Exiting Train To exit Train and close the program click the cross in the top right hand corner of the screen 2013 LMP 4 Train 1 3 1 4 Screen Layout All screens within Train share a similar format 15 8 Train HSB Inspection Reports Reports Utilitie Menu Bar a aA Y Recent Dates Graph Alerts Search Item Locations Data Par Reports Reports History Filter Date Based Action ss Data Tools HSB Today 12 Mar 2013 Munich RE 1866 lt Click here to refresh Alert screen gt Reports received in the last 14 days 0 lt No data to display gt e Menu Bar this consists of File View Toolbars Utilities and Help menu options and remains static throughout Train e Tool Bar the main navigational point within Train Click on a Tool Bar option to move to that screen e Data Area information requested from Train is displayed in the Data Area Data displayed and actions that can be carried out on the data vary from screen to screen Recent Reports After logging in Train will open onto the HSB Today screen 15 CRE Train HSB Inspection Reports Reports Utilities eure yo AY Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter D
2. Munich RE 48 Overdue Inspections HSB Engineering Insurance 0 Outstanding Repairs Time Qual Immedia 0 Not Availables Reports received in the last 14 days 0 Date Received Fr Item Id olicy No Locid Address Date Received 5 Severity Report Type PlantNumber ExamDate Description No data to display 2013 LMP 6 Train Clicking on any of the links will switch the view to the Alert screen and display the relevant tab Report Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu Save List to file Edit Displayed Data Email list to Save List to file To save the currently displayed report listing 1 Right click in the Data Area of the screen 2 Select Save List to file from the subsequent menu 3 Navigate to the location in which the file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Edit Displayed Data Edit Displayed Data allows the customisation of information presented on the report listing To add fields to a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Customization Actions Complete 2 Additional Description Client Name Combined Serial Plant N Current Report HSB Report Id Ignore Overdue Inspector Item Ref Last Exam Es m Location
3. B0001 30 06 2013 18 09 2013 Air Receiver L0045 19 06 2013 19 06 2012 Mobile Hydraulic Handler L0002 19 06 2013 19 06 2012 Fork Lift Truck Powered L0003 19 06 2013 19 06 2012 Fork Lift Truck Powered L0004 19 06 2013 19 06 2012 Fork Lift Truck Powered L0003 29 06 2013 29 06 2012 Runway Track L0004 29 06 2013 29 06 2012 Runway Track L0001 05 06 2013 05 12 2012 Ceiling Hoist L0006 05 06 2013 05 12 2012 Ceiling Hoist L0038 12 06 2013 12 12 2012 Personnel Hoist LO044 11 06 2013 11 12 2012 Item of Safety Equipment 10007 13 06 2013 13 12 2012 General LO040 13 06 2013 13 06 2012 Runway 10001 04 06 2013 04 12 2012 Stair Lift 10001 04 06 2013 04 12 2012 Stair Lift 10001 04 06 2013 04 12 2012 Stair Lift 10001 04 06 2013 04 12 2012 Stair Lift 10001 04 06 2013 04 12 2012 Stair Lift 10001 04 06 2013 04 12 2012 Stair Lift L0005 04 06 2013 04 12 2012 Ceiling Hoist A report listing for the current month will display in the lower part of the screen To change to an alternate month click on the appropriate bar on the graph Report Listing The Report Listing on the Detail Tab offers a number of options Right click in the Data Area to view the options menu Copy to Excel Edit Displayed Data E mail list to Copy to Excel To save the currently displayed report listing to a spreadsheet 1 Right click in the Data Area of the screen 2 Select Copy to Excel from the subsequent menu 3 Navigate to the location in which the file is
4. Edit Displayed Data E mail list to Repair Threshold Clear All Items Clear Selected Items Depending on the currently selected tab selecting the Clear All Items option and clicking the subsequent Confirm button will clear all overdue inspections items marked as not available or any defects Selecting specific items and clicking Clear Selected items will clear these Delete Report NOTE This option has no effect Reports cannot be deleted from Train Save List to file 2013 LMP Alert 15 To save the currently displayed report listing 1 Right click in the Data Area of the screen 2 Select Save List to file from the subsequent menu 3 Navigate to the location in which the file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Edit Displayed Data Edit Displayed Data allows the customisation of information presented on the report listing To add fields to a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Customization 8 Columns Actions Complete a Additional Description Client Name Combined Serial Plant N Current Report HSB Report Id Ignore Overdue Inspector Item Ref Last Exam Location Location Address Drag the required field name from the Customization box to the header bar on the report list Repeat as required
5. Recent Reports SEFROMERREFFEEREHERFPREBERLTLEREBEEFEBERFRLEECRESEREEPERERETFEBEBEFTEPERELTCEBESERFEHEBERLECEOESEFFEREFERLTEFPESRELEE 4 Reports 10 Alert 14 Overdue IMSpe ction 20 20 20 ccccscccaceccscaceccecsaaceccctazeccecadeccceusnestceessaczcentseeeceestadeccatseetceajiaecceat 16 A A PEERERTEEEEFEEHESEEFUEEFERERREEEEFERFEEEEFEEREEREEFEEEENLPERR EERFERTEEIFEREREEREFFEERFERFERBERER 17 Not CU AAA A Me dune eue anna nun dan fe nonnnegatieneg uni isoeuencss tenus 18 History 20 Dates 24 Graph 28 Graph Options osier iii 30 Search 32 Locations 38 Index 45 Getting Started Getting Started 3 1 Getting Started 1 1 Logging On Double click on the Train icon to access the Logon screen Train requires a Username and Password to be entered before access is allowed This is to e ensure that the correct data is made available to individual users e protect the integrity of data stored and e ensure that the correct security settings are applied to prevent misuse of the system Logon Screen Train 3 Electronic Inspection Reports Munich RE HSB Engineering Insurance Login Name Password Y Use secure connection 1 Enter the login name and password as provided by LMP or the System Administrator into the appropriate boxes 2 Where a secure internet connection is required place a tick in the Use secure connection box 3 Click Login NOTE Usernames and passwords within Train are not case sensitive
6. Satisfactory where seen NOTED NDT to longitudinal seam furnace tube to end plates and end plates to shell attachment welds undertaken by Frazer Nash 1995 no defects revealed Test due again 2000 subject to each annual inspection NOTE Boiler 10 years old 1998 A hydraulic pressure test was carried out at the annual inspection of r Normally the entire report will not fit onto the screen so a scroll bar at the right hand edge allows a view of the whole report to be obtained through scrolling up or down User Comments Uniquely electronic reporting offers a User Comments section This enables the tracking of actions performed as a result of the report and also allows the action and overdue reminders for a particular report to be cleared a Train HSB Inspection Reports Reports Utilities EN GAS 7 4 Y Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter Date Based Action Data Tools Report Attachments Oxford e SWL 170 kg Loen Iwe hereby advise that the above items of equipment were not examined or inspected on the date s shown and the status of previous certification or examination inspection reports should be determined prior to returning the items to service Date of Examination 28 Jan 2013 Date of Last Examination un Inspecting Engineer R P Cook Signature Qualification Engineer Surveyor KE Cat TO BE INSERTED IN THE GENERAL REG
7. Select Email list to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any message Click Send Message The report listing will be sent as an attachment to the email BA IN Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Options for information on applying this setting 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue 2 Click the Utilities tab on the Menu Bar and then click pon Email Batch on the Tool Bar 2013 LMP 6 1 3 Input the email address of the recipient s in the blank email which opens 4 Add a subject line and any necessary message 5 Click Send The reports will be sent as attachments to the email Printing multiple reports 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e
8. the document cannot subsequently be altered e Document stored as link saving files as links creates a shortcut from the Train database to the location in which the file is held Any changes made to the file will be reflected in the file accessed by Train 5 Add a Document Description 6 Click OK to save the document or Cancel to abandon the file attachment Report Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu Save List to file Edit Displayed Data Email list to Save List to file 2013 LMP History 21 To save the currently displayed report listing 1 Right click in the Data Area of the screen 2 Select Save List to file from the subsequent menu 3 Navigate to the location in which the file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Edit Displayed Data Edit Displayed Data allows the customisation of information presented on the report listing To add fields to a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Customization 8 Columns Actions Complete a Additional Description Client Name Combined Serial Plant N Current Report HSB Report Id Ignore Overdue Inspector Item Ref Last Exam Location Location Address 4 Drag the required field name from t
9. 30 next interim 30 next through 30 not availables 18 P password 3 print multiple reports 4 R remove actions reminder 17 remove overdues 16 repairthreshold 17 report type 32 SS save list to file 4 slack period 16 ae toolbar 4 U user comments 10 username 3 nt as LMP Technical Services Ltd Rockleigh Court Rock Road Finedon Northants NN9 5EL Telephone 01933 683810 Fax 01933 683819 Web www Imp co uk Email support Imp co uk
10. Dates Graph Alerts Search ltem Locations Data im Reports Reports History Filter Date Ba wired Data Tools Field to Search esa Ja to Search As see Y Current Reports Only OR Rows Together Search Results Drag a column header here to group by that column Plant Numl Severity SerialNo Combined Plant Code Reportid Descriptior HSB Reportid Exam Date Next Thorough Date Received No data to display i Select the field to be searched from the drop down menu in the left hand box Field to Search box ii Select the appropriate criterion to be applied to the search from the drop down list in the middle box Search Criterion box NOTE Depending on the field selected in the first box a criterion may automatically appear here This can be amended if needed via the drop down list ii Input the text to search for in the right hand box Search Text box iv Repeat steps i iii in the other rows of the Search screen as required a maximum of four rows of search terms is available 5 Toggle the Current Reports Only tick box on off as required 6 Where more than one row of search criteria is constructed the rows will by default be linked with an AND command returning only those records where all criteria are met To find records where any criterion is met click into the OR Rows Together box 7 Click Search Now to display the results of the search Text field criteria Fields that are text based
11. Location Address a gt Drag the required field name from the Customization box to the header bar on the report list Repeat as required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data To remove fields from a view Right click in the Data Area Select Edit Displayed Data from the subsequent menu The Customization box will open Drag the field name to be removed away from its position As soon as a cross appears on the field name release the mouse button The field will be removed from the screen and will instead be listed in the Customization box 5 Repeat as required and then close the Customization box click the cross in the top right hand corner wi 2013 LMP Getting Started 7 Email list to To email the currently displayed report listing Right click in the Data Area Select Email list to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any message Click Send Message The report listing will be sent as an attachment to the email orp iN ES Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Options for information on applying this setting 1 Select the required reports e To select reports distributed throughout the listing select the first rep
12. To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click icon Batch Print on the Tool Bar The standard Windows print control box will then open offering a choice of printer Make any necessary changes and then click OK mm Printing report lists 1 Select icon Print from either the Utilities tab or in the window title area 2 The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK Graph options The default options on the Graph screen can be altered to amend the information graphed and displayed The following options are available Show next through dates selected by default and shows inspections yet to be carried out e Show next exam includes non statutory examinations and shows inspections yet to be carried out e Show completed examinations selecting the Historics option causes items for which an inspection has already been carried out to be displayed on the Graph screen e Show ignored items enabling this option will cause reports which have been marked as Ignored have been marked to be removed from the Overdue List either by a user or through the Autoclense function to appear on the Graph screen 2013 LMP Search 32 Train 7 Search Search enables the creat
13. for example Item Id Description Location Manufacturer etc offer the following criteria e Contains e Doesn t contain e Is exactly e Isnot For example to search for reports containing the manufacturer name Craven 1 Ensure All Types is selected in the Report Type field 2 Select Manufacturer from the drop down list in the left hand search box 3 Select Contains from the drop down list in the middle search box 4 Input Craven in the right hand search box 5 Click Search Now to display the results of the search 2013 LMP Date field criteria Fields that are date based for example Next Thorough Date Exam Date etc offer the following criteria Is before the Is after the Is on or before the Is on or after the Is the Is not the To search for reports with an Exam date between 30 June 2009 and 31 December 2010 Ensure All Types is selected in the Report Type field Select Exam Date from the drop down list in the left hand search box Select Is on or after the from the drop down list in the middle search box Input 30 6 09 in the right hand search box In the left hand search box of the second row select Exam Date from the drop down box Select Is on or before the from the drop down list in the middle search box Input 31 12 10 in the right hand search box Toggle the Current Reports Only tick box on off as required Click Search Now to display the results of the search DI ONT QE R
14. location company opens the individual locations for that policy number The lower section of the screen offers four tabs Overdue Items Outstanding Actions Not Availables and Current Plant with a report listing for each tab 2013 LMP Locations 39 Once a specific location has been highlighted in the upper portion of the screen the Overdues tab will refresh showing a count of overdue inspections and the relevant reports a 5 Train HSB Inspection Reports 5 2 Reports Utilities SD ys 4 Y Alerts Search Item Locations Data Reports History Filter Data Tools _ J Recent Dates Graph Reports Date Based _ ss Client HSB Haughton Engineering Policy No 001180 Site No Location Overdue Actions NotAvail 00002 Trafford Park Greater Manchester 0 0 0 00004 Willow Road Colnbrook 0 0 0 Berkshire 00005 Ashvale Works Tredegar 3 0 0 Y Gwent 3 00006 3 Hurworth Road Aycliffe Industrial 1 0 0 Estate Newton Aycliffe Co Durham 00007 Beardmore Way Clydebank Ind Estate 1 0 0 Clydebank Strathclyde G81 4H7 00010 Don Road off Newhall Road 0 0 0 vat column B0001 30 09 2007 Air Receiver Clicking on the other tabs will cause them to refresh and display appropriate data NOTE When the Actions tab is selected its title will change to reflect the repairs defects setting selected on the Alert screen Report Listing The Report Listing off
15. or emailed from Train To save a report 1 Right click in the Data Area of the report 2 Select Save As from the subsequent menu 3 Navigate to the location in which the report is to be saved select the required file type from the drop down list and set a filename 4 Click Save To email a report Right click in the Data Area of the report Select e mail report to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any necessary message Click Send Message Depending on the Email options which have been set the report will be sent as either an attachment to the email or as the body of the email message let age eer 2013 LMP Alert 3 Alert 0 The Alert screen is accessed either via the icon or by selecting the lt Click here to refresh Alert screen gt on the Recent Reports page It offers an overview via three tabs of reports of inspections which e have overdue reports listed against them and require a more recent inspection report Overdue Inspections e require remedial action by the owner user of the plant Outstanding Repairs e could not have an examination carried out Not Availables a Train HSB Inspection Report Reports Utilities sea 9 vs 4 Y Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter Date Based Action Required Data Tools pti Next Work
16. 05 05 06 2013 Personnel Hoist 10008 05 06 2013 Runway Track 10010 05 06 2013 Item of Safety Equipment 10002 05 06 2013 Item of Safety Equipment 10003 05 06 2013 Item of Safety Equipment 10009 05 06 2013 Item of Safety Equipment 10001 07 06 2013 Stair Lift 10001 07106 2013 Stair Lift L0001 07 06 2013 Stair Lift The upper portion of the screen is a calendar which defaults to today s date The lower portion of the screen has two tabs which display a listing of inspection reports received The first tab displays reports received in the current month whist the second tab displays reports received on the current day Click on an alternate date to change the view to the required date If the date is not visible on the calendar listing click one of the displayed Month Year headings and click to choose as appropriate Clicking on the Month Year heading will cause a monthly calendar to display Clicking on the Year heading on this calendar will group years into decades clicking again wil cause centuries to display Report Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu Save List to file Edit Displayed Data Email list to Save List to file To save the currently displayed report listing 1 Right click in the Data Area of the screen 2 Select Save List to file from the subsequent menu 3 Navigate to the location in which the file is to be saved select the appropr
17. ISTER amp HSB 3 gt Reg Street London EC3R 7LP OAS gt England and ration No GB 652 6422 43 010 User Status El Remove from Overdue List El Remove Actions Reminder m User Comments To record acomment 2013 LMP Reports Field Name Action Resut_ O S Remove from Single click Once selected the current report will no longer appear on the Overdue Overdue List Inspection list of the Alert screen Remove Actions Single click f Once selected the current report will no longer appear on the Reminder Outstanding Defects list of the Alert screen User Status Pick list Choose from a list of standard responses Information input here will be stored against the current report User Status can be used as a criterion on the Search screen User Comments Text entry Click into the box under User Comments and input the required text Information input here will be stored against the current report and where selected will appear in subsequent printouts NOTE There is no Save button in Train Changes are saved automatically on exit from the screen Printing a report Select icon Print from either the Utilities tab or in the window title area The standard Windows print control box will open offering a choice of printer If the selected report is too large to fit onto a single sheet of paper a page break will automatically be inserted at an appropriate point Exporting a report A report may be saved to a file
18. Scheme of No As above psoz Parts 2 6 Steam Boiler amp Fittings Unknown Serial No JIC 3 8152 Plant No 2 Thorough and Working Examination Results and Observations Internal Condition Satisfactory where seen External Condition Satisfactory where seen NOTED NDT to longitudinal seam furnace tube to end plates and end plates to shell attachment welds undertaken by Frazer Nash 1995 no defects revealed Test due again 2000 subject to each annual inspection NOTE Boiler 10 years old 1998 A hydraulic pressure test was carried out at the annual inspection of r Examination Once the report has been read click a to return to the Recent Reports screen By default the Today screen displays a list of reports received within the last 14 days This view may be altered to show items rather than reports and the time frame can be changed to 1 7 14 21 28 or 91 days To choose to view items or to change the time frame click on Reports or 14 and select the required option from the subsequent drop down list Alert details Clicking on lt Click here to refresh Alert screen gt will display the Alert screen If the Recent Reports page is reselected the view will alter 5 Train HSB Inspection Reports 2 2 Reports ana y Utilities 23 4 Y Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter Date Based Action Required Data Tools HSB Today 12 Mar 2013
19. Train User Manual 2013 LMP All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document The text of this manual is subject to change without notice The current version of the manual is available from the Train documentation page www mp co uk train_docs html 2013 LMP Contents Table of Contents Part 1 2 3 4 Part Il Part Ill mul 2 3 Part IV Part V Part VI 1 Part VII Part VIII 2013 LMP Getting Started 3 EA nee en sus le dun le ed et mean en Pass See mod een se een e ane sienne 3 Eding TAN ES io 3 Screen Layout iii ans 4
20. an attachment to the email MD Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Options for information on applying this setting 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in 2013 LMP Gwe blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click cs Email Batch on the Tool Bar Input the email address of the recipient s in the blank email which opens Add a subject line and any necessary message Click Send The reports will be sent as attachments to the email Printing multiple reports 1 wn Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then cli
21. and then close the Customization box click the cross in the top right hand corner to refresh the view of the data on To remove fields from a view Right click in the Data Area Select Edit Displayed Data from the subsequent menu The Customization box will open Drag the field name to be removed away from its position As soon as a cross appears on the field name release the mouse button The field will be removed from the screen and will instead be listed in the Customization box 5 Repeat as required and then close the Customization box click the cross in the top right hand corner an Email list to To email the currently displayed report listing Right click in the Data Area Select Email list to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any message Click Send Message The report listing will be sent as an attachment to the email NEID Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Options for information on applying this setting 2013 LMP 3 1 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to on
22. ate Based Action Required Da a HSB Today 12 Mar 2013 Munich RE 1806 lt Click here to refresh Alert screen gt man Engines tasas Reports received in the last 14 days 0 lt No data to display gt 2013 LMP Getting Started 5 The Today screen is Train s equivalent of an email inbox As reports are received summary details are displayed on the Today screen To read a report double click on the appropriate summary details 5 Reports Utilities ana Train HSB Inspection Reports aya A Y Recent Dates Graph Alerts Search tem Locations Data Reports Reports History Filter Date Based Action Required Data Tools Report THE PRESSURE SYSTEMS SAFETY REGULATIONS 2000 SI 128 THE PRESSURE SYSTEMS SAFETY REGULATIONS NI 2004 No 222 HSB REPORT OF EXAMINATION OF SYSTEM OR PARTS THEREOF A Policy 001180 Plant Code B24A11 Previous Report 1 Site 00001 Schedule B0057 Report Number 170899 001 005MM1 PS1 WRITTEN SCHEME NUMBER 501 4 Name and address of owner HSB Haughton Engineering Trafford Park Greater Manchester 2 Subject to written agreement under the relevant Schedule of the regulations Location of systems and name of user if different from above a System Identification b Identification of part of system c Description of part of system p gt Lal Results of examination and condition of parts examined in accordance with Written
23. cent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click icon Batch Print on the Tool Bar The standard Windows print control box will then open offering a choice of printer Make any necessary changes and then click OK Printing report lists 1 2 Select icon Print from either the Utilities tab or in the window title area The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2013 LMP Graph 6 Graph From information contained within previously issued reports Train produces graphs to show when the next inspection for a particular item of plant is due To access the graphing option click on the Tool Bar The Graph screen will open showing a graph of next thorough and next interim exams due within the current year n rain HSB Inspection Reports DE Reports Utilities SA 734 Y Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter Date Based Action Required Data Tools WA Next Thorough JT NextExam F Histories lgnored items Due Within 2013 gt Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 262 2 m Des Within 2013 Drag a column header 80003 30 06 2013 31 07 2014 31 05 2012 Horizontal Steam Engine Namod
24. ck icon Batch Print on the Tool Bar The standard Windows print control box will then open offering a choice of printer Make any necessary changes and then click OK Printing report lists 1 2 Select icon Print from either the Utilities tab or in the window title area The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2013 LMP Locations 8 Locations The Locations view enables the viewing of reports for locations or policies To open the Locations screen select sb from the Tool Bar Bis Train HSB Inspection Reports E P P Reports Utilities AD E Y Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter Date Based Action Required Data Tools Policy No El 001180 Client HSB Haughton Engineering Trafford Park Greater Manchester 00004 Willow Road Colnbrook 0 0 0 Berkshire 00005 Ashvale Works Tredegar 3 0 0 Gwent 00006 3 Hurworth Road Aycliffe Industrial 1 0 0 Estate Newton Aycliffe Co Durham 00007 Beardmore Way Clydebank Ind Estate 1 0 0 Clydebank Strathclyde G81 4H7 00010 Don Road off Newhall Road 0 0 0 m group by that column lt No data to display gt The Location screen is divided into two sections the top section is a list of locations companies divided up by policy number Clicking on the next to a
25. e Dates screen provides details of reports received on a particular day or in a particular month EN To access the Dates screen select B from the Tool Bar Bs Train HSB Inspection Reports gt r Reports Utilities GN v say Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter LL date gasea Action Required ___Data Tools __ J 4 June 2013 July 2013 August 2013 September 2013 October 2013 Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun 2 28 29 30 31 1 1 2 3 4 1 1 2 3 4 5 6 3 4 5 6 7 8 9 1 2 3 4 5 6 7 5 6 7 8 9 10 n 2 3 4 5 6 7 8 7 8 D 10 1 2 B 10 11 12 13 14 15 5 8 910 4 12 13 14 2 13 14 15 16 17 18 19 HY Bw 5 17 18 19 20 21 2 23 15 16 17 18 19 20 24 19 20 21 2 23 24 25 16 17 18 19 20 21 22 A 2 23 24 25 2 27 28 2 3 4 24 25 26 27 28 29 30 2 23 24 25 26 21 28 26 7 28 29 30 31 23 24 25 26 21 28 29 29 30 31 1 30 6 C Today 20 06 2013 04 06 2013 Stair Lift 10001 04 06 2013 Item of Safety Equipment 10002 04 06 2013 Personnel Hoist L0005 04 06 2013 Item of Safety Equipment 10004 04 06 2013 Runway Track 10001 06 06 2013 Runway Track 10002 06 06 2013 Runway Track 10003 06 06 2013 Patient Sling LO004 06 06 2013 Patient Sling L0005 06 06 2013 Personnel Hoist L0006 06 06 2013 Personnel Hoist 10001 05 06 2013 Stair Lift 10001 06 06 2013 Stair Lift L0001 05 06 2013 Runway Track 100
26. e another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click S Email Batch on the Tool Bar Input the email address of the recipient s in the blank email which opens Add a subject line and any necessary message Click Send The reports will be sent as attachments to the email ARAN Printing multiple reports 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue 2 Click the Utilities tab on the Menu Bar and then click icon Batch Print on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and then click OK Printing report lists 1 Select icon Print from either the Utilities tab or in the window title area 2 The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK Overdue Inspections Details of assets which are overdue for inspection are displayed on the Overdue Inspections tab Clea
27. ected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click S Email Batch on the Tool Bar Input the email address of the recipient s in the blank email which opens Add a subject line and any necessary message Click Send The reports will be sent as attachments to the email ARAN Printing multiple reports 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click icon Batch Print on the Tool Bar The standard Windows print control box will then open offering a choice of printer Make any necessary changes and then click OK WN Printing report lists 1 Select icon Print from either the Utilities tab or in the window title area 2 The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2013 LMP Dates 5 Dates Th
28. ens 4 Add a subject line and any necessary message 5 Click Send The reports will be sent as attachments to the email Printing multiple reports 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click icon Batch Print on the Tool Bar The standard Windows print control box will then open offering a choice of printer Make any necessary changes and then click OK Wn Printing report lists 1 Select icon Print from either the Utilities tab or in the window title area 2 The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2013 LMP Index A attach documents 20 autoclense 17 B batch email 4 batch print 4 Cu clear overdue inspections 16 completed inspections 30 data area 4 documents attach 20 E edit displayed data 4 email batch 4 list 4 report 10 email multiple reports 4 exit 3 ignored items 30 L logon screen 3 mark as read 4 mark as unread 4 menu bar 4 2013 LMP N nextexam
29. epairs by Severity It is possible to search for repairs by severity However within Train the severity of repairs detailed is stored as a number in the range 1 to 4 The numbers relate to degree of severity thus Immediate Repairs Time qualified Repairs Other identified defects Observations Clear m N Wu Criteria available on the Severity field are e Islessthan e Is greater than e Is exactly e Isnot For example to search for immediate repairs listed on current reports 1 Ensure All Types is selected in the Report Type field 2 Select Severity from the drop down list in the left hand search box 3 Select Is exactly from the drop down list in the middle search box 4 Input 4 in the right hand search box 5 Ensure Current Reports Only is ticked 6 Click Search Now to display the results of the search Search Results Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu Save List to file Edit Displayed Data Email list to Save List to file To save the currently displayed report listing 1 Right click in the Data Area of the screen 2013 LMP Search 35 2 Select Save List to file from the subsequent menu 3 Navigate to the location in which the file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Edit Displayed Data Edit Displayed Data allows the customisation of information presen
30. er Make any necessary changes and click OK 2013 LMP Reports 2 Reports To view a report double click on the appropriate report details in the data area of the screen The selected report will be displayed in a similar format to a paper version Bs Train HSB Inspection Reports Reports Utilities BAM 9 2 SAT Recent Dates Graph Alerts Search tem Locations Data Reports Reports History Filter Date Based Action Required Data Tools Report THE PRESSURE SYSTEMS SAFETY REGULATIONS 2000 SI 128 THE PRESSURE SYSTEMS SAFETY REGULATIONS NI 2004 No 222 HSB REPORT OF EXAMINATION OF SYSTEM OR PARTS THEREOF m Policy 001180 Plant Code B24A11 Previous Report 1 Site 200001 Schedule B0057 Report Number 170899 001 005MM1 Pst WRITTEN SCHEME NUMBER 501 4 Name and address of owner HSB Haughton Engineering Trafford Park Greater Manchester 2 Subject to written agreement under the relevant No Schedule of the regulations 3 Location of systems and name of user if As above different from above 4 a System Identification Pso2z b Identification of part of system Parts 2 6 c Description of part of system Steam Boiler Fittings Unknown Serial No JIC 3 8152 Plant No 2 5 Results of examination and condition of parts Thorough and Working Examination examined in accordance with Written Scheme of Results and Observations Internal Condition Satisfactory where seen External Examination Condition
31. ers a number of options Right click in the Data Area to view the options menu Save List to file Edit Displayed Data Email list to Save List to file To save the currently displayed report listing 1 Right click in the Data Area of the screen 2 Select Save List to file from the subsequent menu 3 Navigate to the location in which the file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save 2013 LMP Edit Displayed Data Edit Displayed Data allows the customisation of information presented on the report listing To add fields to a view 1 2 Right click in the Data Area Select Edit Displayed Data from the subsequent menu 3 The Customization box will open 4 5 Customization 8 Columns Actions Complete Additional Description Client Name Combined Serial Plant N Current Report HSB Report Id Ignore Overdue Inspector Item Ref Last Exam m Location Location Address Drag the required field name from the Customization box to the header bar on the report list Repeat as required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data To remove fields from a view SIN ES 5 Right click in the Data Area Select Edit Displayed Data from the subsequent menu The Customization box will open Drag the field name to be removed away from it
32. he Customization box to the header bar on the report list 5 Repeat as required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data To remove fields from a view Right click in the Data Area Select Edit Displayed Data from the subsequent menu The Customization box will open Drag the field name to be removed away from its position As soon as a cross appears on the field name release the mouse button The field will be removed from the screen and will instead be listed in the Customization box 5 Repeat as required and then close the Customization box click the cross in the top right hand corner an Email list to To email the currently displayed report listing Right click in the Data Area Select Email list to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any message Click Send Message The report listing will be sent as an attachment to the email NEID Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Options for information on applying this setting 2013 LMP 22 Train 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Sel
33. iate file type from the drop down list and set a filename 4 Click Save 2013 LMP Dates 25 Edit Displayed Data Edit Displayed Data allows the customisation of information presented on the report listing To add fields to a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Customization 8 Columns Actions Complete a Additional Description Client Name Combined Serial Plant N Current Report HSB Report Id Ignore Overdue Inspector Item Ref Last Exam Location Location Address 4 Drag the required field name from the Customization box to the header bar on the report list 5 Repeat as required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data To remove fields from a view Right click in the Data Area Select Edit Displayed Data from the subsequent menu The Customization box will open Drag the field name to be removed away from its position As soon as a cross appears on the field name release the mouse button The field will be removed from the screen and will instead be listed in the Customization box 5 Repeat as required and then close the Customization box click the cross in the top right hand corner SON Email list to To email the currently displayed report listing Right click in the Data Area Select Email lis
34. ified statutory repairs Repairs and Defects as above plus non time qualified or non statutory repairs All Repairs Defects and Observations as above plus comments made by the inspector surveyor 3 3 The currently selected repair threshold is indicated by the name of the Outstanding Repairs tab To change the displayed threshold 1 Right click in the Data Area of the Alert screen 2 Select Repair Threshold and then the required level of categorisation from the subsequent menu 3 The Outstanding Repairs tab will automatically refresh to reflect the newly selected repair threshold Outstanding Repairs Repair information is automatically cleared from the Alert screen when a new report which does not list any repairs is received Where an asset is repaired following an inspection it is possible to remove it from the Outstanding Repairs screen Double click on the required item to view the last received report Select the User Comments tab at the top of the screen Click into the Remove Actions Reminder tick box Add any necessary detail in the User Comments field O ALE Click the amp icon to return to the Alert screen The Alert screen will automatically refresh to reflect any changes NOTE There is no Save button Train automatically saves any changes upon return to the Alert screen Autoclense By default all outstanding repairs are displayed This view may be amended to show only those repairs identified on the
35. ing Date Next Thorough Date 00006 B0001 Air Receiver Serial No NO 1 30 09 2007 29 12 2007 30 11 2009 MEL2957 00001 B0037 Jacketed Pan Serial No 7 18 08 2008 17 10 2010 00001 B0053 Steam Boiler Serial No 04 10 2009 02 12 2010 11 2 8006 Plant 10 1 00005 10003 Fork Lift Truck Powered 000976 18 01 2008 18 07 2008 00011 LO006 Fork Lift Truck Powered 114H09001820 23 03 2009 23 09 2009 00005 10008 Block Manual YB33964 18 01 2008 18 01 2009 3 00005 10013 Block Manual GD27894 18 01 2008 18 01 2009 00001 L0014 Passenger Goods Lift Electric Serial No 18 09 2010 19 03 2011 1 35427 00001 L0017 Passenger Goods Lift Electric Serial No 10 01 2008 07 07 2008 4 65325 00001 10018 Passenger Goods Lift Electric Serial No 07 08 2008 06 02 2009 5141601 00001 10019 Passenger Goods Lift Electric Serial No 03 07 2007 06 01 2008 7140502 00001 10020 Passenger Goods Lift Electric Serial No 14 09 2010 15 03 2011 11144511 00001 10021 Passenger Goods Lift Electric Serial No 03 07 2007 06 01 2008 14 5434 00001 10214 Block Powered 070 0568 19 06 2007 19 08 2008 00001 L0216 Block Powered 069 0178 19 06 2007 19 08 2008 00001 LO240 Block Powered C6 PD9509 20 06 2007 20 08 2008 X By default the Alert screen opens on the Overdue Inspections tab Report Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu Clear All Items b Clear Selected Items Save List to file
36. ion of lists of reports that meet user defined criteria y Train HSB Inspection Reports Reports Utilities SD ye 4 Y Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter Date Based ss _ Data Tools Report Types to Search AllTypes search Now y y Current Reports Only OR Rows Together Search Results Drag a column header here to group by that column Other Nam Address Policy No Locid No data to displa By default the Current Reports Only option is ticked This means that only the most recently received report for each relevant item is included in the search results To view every historic as well as current report that meets the search criteria click into the Current Reports Only box to turn the option off Building a search Select 2 from the Tool Bar 1 2 The Search screen willopen as above 3 Set the Report Types to Search from the drop down list The default setting is All Types but the full listing is e Al Types e Pressure Plant e Lifting Equipment Lifts e Power Press e Local Exhaust Ventilation Electrical Mechanical e Electrical Wiring e Not Availables Selecting any other type than All Types will restrict the returned search results to just one category of report 2013 LMP Search 33 4 Now build the search rules Dye Tra SB Inspection Report Reports Utilities a 6 q Ly 5 ig Recent
37. lense Y Clear Repairs Automatically Print Scale Report Printing Scale PDF Emailing Y Email reports as PDF where possible Click into the Overdue Slack box and input the number of days grace required Click OK The Configure box will close and the Alert screen will automatically refresh to reflect any changes Overdue List The reports displayed on the Overdue List may be altered to show overdue thorough or overdue working inspection types 1 2 3 4 Alert Options Report Options Internet Options Select Utilities gt Configure Train from the Menu Bar The Configure dialog box will open on the Alerts tab Configure Serve Ed Overdue Slack How many days grace before flagging an inspection as overdue Overdue List Y Show Overdue Thoroughs Y Show Overdue Workings AutoClense Y Clear Repairs Automatically Print Scale Report Printing Scale r PDF Emailing Y Email reports as PDF where possible Cancel Click the tick boxes in the Overdue List box to toggle the inspection types on and off Click OK The Configure box will close and the Alert screen will automatically refresh to reflect any changes 3 2 Repairs Repair Threshold Four levels of repair categorisation are offered by Train The repair thresholds are 2013 LMP Immediate Repairs only statutory repairs requiring immediate attention Immediate and Time Qualified Repairs as above plus time qual
38. most recent report through the use of Autoclense 1 Select Utilities gt Configure Train from the Menu Bar 2 The Configure dialog box will open on the Alerts tab Configure Serve Bg Alert Options Report Options Internet Options Overdue Slack How many days grace before flagging an inspection as overdue Overdue List Y Show Overdue Thoroughs Y Show Overdue Workings AutoClense Y Clear Repairs Automatically Print Scale Report Printing Scale gt PDF Emailing J Email reports as PDF where possible 3 Click into the Autoclense Clear Repairs Automatically box 4 Click OK The Configure box will close and the Alert screen will automatically refresh to reflect any changes NOTE Autoclense does not clear repairs against older reports it simply hides them from view Not Available Reports listed on the Not Availables tab are reports of non inspection Reasons for the non inspection are detailed within individual reports The HSB telephone number is included at the foot of each report in order to rearrange an inspection 2013 LMP History 4 History f ae i The Item History screen provides detailed information on a selected item of plant and displays all reports that have been received for the selected item HINT To view the History screen a report for the relevant item must have been viewed If a report has not been viewed clicking will have no effect B
39. ort and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click cs Email Batch on the Tool Bar Input the email address of the recipient s in the blank email which opens Add a subject line and any necessary message Click Send The reports will be sent as attachments to the email MOND Printing multiple reports 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click icon Batch Print on the Tool Bar The standard Windows print control box willthen open offering a choice of printer Make any necessary changes and then click OK Wn Printing report lists 1 Select icon Print from either the Utilities tab or in the window title area 2 The standard Windows print control box will open offering a choice of print
40. ring Overdue Inspections Overdue inspections are automatically cleared from the Alert screen when a new report is received However where an asset has been scrapped or moth balled its details may be removed from the Overdue Inspections or Not Availables tabs by amending the User Comments tab on the last received report Double click on the required item to view the last received report Select the User Comments tab at the top of the screen Click into the Remove from Overdue List tick box Add any necessary detail in the User Comments field m Se D Click the icon to return to the Alert screen The Alert screen will automatically refresh to reflect any changes NOTE There is no Save button Train automatically saves any changes upon return to the Alert screen Overdue Slack period It is possible to increase the number of days an item has to be overdue before it appears on the Alert screen Overdue Slack period By default the Overdue Slack period is set to 0 ie items will appear on the Overdue screen as soon as they are overdue 2013 LMP 3 4 To increase the Overdue Slack Select Utilties gt Configure Train from the Menu Bar The Configure dialog box will open on the Alert Options tab Configure Serve Alert Options Report Options Internet Options Overdue Slack How many days grace before flagging an inspection as overdue Overdue List Y Show Overdue Thoroughs Y Show Overdue Workings AutoC
41. s Train HSB Inspection Report Reports Utilities EN 8 wa OJ SF r G Ks 4 Y 9 5 Recent Dates Graph Alerts Search Item Locations Data Reports Reports History Filter Date Based Action Required Data Tools Item Id 80037 Item Details Location Trafford Park Greater Manchester UserRef Description Jacketed Pan Manufacturer Unknown Makers Number Serial No 7 Date of Make Drag a column header here to group by that column Data Area Plant Number HSB Report Id Report Type Exam Da Date Received De SSS B0037 290402 001 020SP1 PS1 24 02 2011 24102 12011 arete Pan 10 28 35 10 28 35 B0037 051099 027 006MM1 PS1 18 08 2008 18 08 2008 Jacketed Pan Pg Drag and Drop Area NS Attaching documents Train enables documents for example scanned images or Word documents to be stored on the History screen of an asset through drag and drop To attach a document 1 View the History of the item in question 2 Navigate to the location in which the required file is held 3 Click on the appropriate file name and holding down the left hand mouse button drag the file to the Drag and Drop Area of the History screen and release the mouse button 4 Inthe subsequent Document Details dialog box select the method to save the document e Document stored in database a copy of the document will be stored in the Train database This is the most secure method of saving a file as once saved
42. s position As soon as a cross appears on the field name release the mouse button The field will be removed from the screen and will instead be listed in the Customization box Repeat as required and then close the Customization box click the cross in the top right hand corner Email list to To email the currently displayed report listing BA IN Right click in the Data Area Select Email list to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any message Click Send Message The report listing will be sent as an attachment to the email Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Options for information on applying this setting 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue Click the Utilities tab on the Menu Bar and then click pon Email Batch on the Tool Bar 2013 LMP Locations 41 3 Input the email address of the recipient s in the blank email which op
43. t to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any message Click Send Message The report listing will be sent as an attachment to the email ee D DES Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Options for information on applying this setting 1 Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adjacent to one another click on the first report hold down the Shift key and select the last of the group NOTE Selected reports will be highlighted in blue 2013 LMP EN Click the Utilities tab on the Menu Bar and then click a Email Batch on the Tool Bar Input the email address of the recipient s in the blank email which opens Add a subject line and any necessary message Click Send The reports will be sent as attachments to the email Printing multiple reports 1 Wn Select the required reports e To select reports distributed throughout the listing select the first report and then hold down the Control key and click on the other required reports NOTE Selected reports will be highlighted in blue e To select reports adja
44. ted on the report listing To add fields to a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Customization E Actions Complete a Additional Description Client Name Combined Serial Plant N Current Report HSB Report Id Ignore Overdue Inspector Item Ref Last Exam m Location Location Address nz Drag the required field name from the Customization box to the header bar on the report list Repeat as required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data To remove fields from a view Right click in the Data Area Select Edit Displayed Data from the subsequent menu The Customization box will open Drag the field name to be removed away from its position As soon as a cross appears on the field name release the mouse button The field will be removed from the screen and will instead be listed in the Customization box 5 Repeat as required and then close the Customization box click the cross in the top right hand corner RD Email list to To email the currently displayed report listing Right click in the Data Area Select Email list to from the subsequent menu Input the email address of the recipient s in the blank email which opens Add a subject line and any message Click Send Message The report listing will be sent as
45. to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save 2013 LMP Edit Displayed Data Edit Displayed Data allows the customisation of information presented on the report listing To add fields to a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Customization 8 Columns Actions Complete Additional Description Client Name Combined Serial Plant N Current Report HSB Report Id Ignore Overdue Inspector Item Ref Last Exam Location Location Address m 4 Drag the required field name from the Customization box to the header bar on the report list 5 Repeat as required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data To remove fields from a view Right click in the Data Area Select Edit Displayed Data from the subsequent menu The Customization box will open Drag the field name to be removed away from its position As soon as a cross appears on the field name release the mouse button The field will be removed from the screen and will instead be listed in the Customization box 5 Repeat as required and then close the Customization box click the cross in the top right hand corner SIN ES Email list to To email the currently displayed report listing Right click in the Data Area

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