Train User Manual - LMP - SGS Report support page
Contents
1. 2008 LMP 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 report of the group NOTE Selected reports will be highlighted in blue Click 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 O1 5 D Save the current viewed 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 file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Printing reports Individual reports To print a copy of the report currently displayed 1 Either e Select File gt Print from the Menu Bar or e Click the icon on the Tool Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary2. e Select File gt Exit from the Menu Bar or e Click the cross in the top right hand corner of the screen 2008 LMP Getting Started 9 2 3 Screen Layout All screens within Train share a similar format Train 3 Electronic Mag Menu Bar 0 File View ToolBars Utilities Help Ch Today 0 Alert Le View History A Dates WM Graph O Search Loc y 2 L a Sd Batch Es Print Today 1 6 Apr 2007 lt Click here to refresh Alert RS Dors Ares HSB Haughton Reports received in the last 7 days 0 Other Name Item Id Plant Number ExamD Date Received Description 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 2 4 Email Options Three email settings are available Send Email with Outlook Log Dispatched Emails and altering the format of emailed lists Send Email with Outlook By default email messages are sent using the in built email package and originate from the LMP server However where Microsoft Outlook has been installed it is preferable to enable Outlook as the standard email system in order that messages are sent and are logged on the
3. gt x a Batch gt Print Policy No Client Overdue Actions Not Avail E 001180 HSB Haughton Engineering 26 11 2 Site No Location Overdue Actions Not Avail 20 Overdue Inspections 5 Outstanding Repairs and Defects 2 Not Availables A Item Id Plant Number Exam Date Description O5 Now200 Air Receiver 05 Nov 200 Passenger Goods Lift Electric O1 Now200 Passenger Gaods Lift Electric O5 Now200 Passenger Goods Lift Electric 03 Aug 200 Block Powered 05 Aug 200 Block Powered 06 Aug 200 Block Powered 05 Aug 200 Block Powered 05 Aug 200 Block Powered 11 Au9 200 Block Manual O2 Sep 20C Air Receiver 02 Sep 20C Air Receiver 04 0ct200 Jacketed Pan 24 Feb 200 Passenger Goods Lift Electric 01 Mar 200 Eye bolt 17 Aug 200 Steam Boiler 20 Aug 200 Passenger Goods Lift Electric 20 Aug 200 Passenger Goods Lift Electric 20 Now200 Steam Boiler 23 Sep 20C Passenger Goods Lift Electric 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 location company opens the individual locations for that policy number The lower half of the screen offers three tabs Overdue Items Outstanding Actions and Not Availables with a Report Listing for each tab By default the Overdue Inspections tab displays with a count of the number of overdue inspections It is necessary to click on the other two tabs to obtain a count of Actions or Not A
4. 23 Sepi20C Passenger Gaods Lift Electric N3tAunt2NN Black Powered By default the Alert screen opens on the Overdue Inspections tab However each of the tabs presents information in the form of a report listing Report Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu Clear All Items gt Clear Selected Items Save List to file Delete Report Edit Displayed Data E mail list to Repair Threshold gt 2008 LMP Alert Report Overview 21 Clear All Items Depending on the currently selected tab clicking this option will clear all overdue inspections items marked as not available or any defects A Confirm option will open to ensure that items are not cleared in error Clear Selected Items 1 Select the items to clear e To select items 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 items adjacent to one another click on the first report hold down the Shift key and select the last report of the group NOTE Selected reports will be highlighted in blue 2 Right click on a highlighted item and click Clear Selected Items from the subsequent menu The items will be marked as cleared Save List to file To save the currently displayed report listing 1 Right click in the Data Area of the screen 2
5. icon on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If any of the selected reports are too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Printing report lists To print the currently displayed report listing 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print Attaching Documents Train enables documents for example scanned images or Word documents to be stored against an individual asset through drag and drop To attach a document 1 Navigate to the location in which the required file is held 2 Click on the required 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 key 3 In the subsequent Document Details dialog box select how 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 the file 2008 LMP 4 Train 3 01 00 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
6. How many days grace before flagging an inspection as overdue Overdue List Show Overdue Thoroughs Show Overdue Workings AutoClense Clear Repairs Automatically Cancel 3 Click into the Overdue Slack box and input the required number of days grace 4 Click OK The Configure Serve dialog 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 all overdue inspections overdue Thorough inspections or overdue Working inspections 1 Select Utilities gt Configure from the Menu Bar 2008 LMP Train 3 01 00 2 The Configure Serve dialog box will open on the Alert Options tab 4 2 3 4 Report Options Internet Options Overdue Slack How many days grace before flagging an inspection as overdue Overdue List Show Overdue Thoroughs Show Overdue Workings AutoClense M Clear Repairs Automatically Cancel Click the tick boxes in the Overdue List box to toggle the inspection types on or off Click OK The Configure Serve dialog box will close and the Alert screen will automatically refresh to reflect any changes Repairs Repair Threshold Four levels of repair categorisation are offered by Train The Repair Thresholds are Immediate Repairs only statutory repairs requiring immediate attention Immediate and Time Qualified Repairs as above and time qualif
7. Im Site 00001 Schedule B0010 Report Humber 051099 008 006MMl WRITTEN SCHEME NUMBER 2 1 Mame and address of owner HSB Haughton Engineering Trafford Park Greater Manchester Subject to written agreement under No the relevant Schedule of the regulations Location of systems and name of user TK3 if different from above a System Identification PS16 b Identification of part of system Parts 10 14 Comp No AP10 12 c Description of part of system Air Receiver c w fittings Unknown Serial No B 40 Results of examination and condition Thorough Examination of parts examined in accordance with External In order Internal Slight surface pitting Fittings in Written Scheme of Examination order 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 disenabled Train 3 Electronic Inspection Reports File View ToolBars Utilities Help ET E ro 0 Alert Es View SZ History Dates Y son search 5 Loc A GA Batch gt gt Print Certification I certify that the above system or parts thereof was examined in accordance with the Written Scheme of Examination and that
8. Select Save As 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 Delete Report Where an item of plant no longer exists it may be appropriate to delete associated reports NOTE Once a report has been deleted it can not be re instated To delete a report 1 Click on the required report 2 Right click and select Delete Report from the subsequent menu 3 Inthe subsequent Confirm dialog box click OK to confirm or Cancel to abandon the deletion of the report Edit Displayed Data Edit Displayed Data allows the customization 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 2008 LMP 22 Train 3 01 00 3 The Customization box will open ctions Complete dditional Description ddress lient Name Current Report Date Received requency em Ref ast Exam 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 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Drag the field nam
9. amendments are made to the User Actions or User Status sections of a report the user details date and time and action carried out will be recorded Printing a report To print a copy of the report currently displayed either e Select File gt Print from the Menu Bar or e Click the icon on the Tool Bar The standard Windows print control box will then open offering a choice of printer If the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Exporting Reports Reports may be saved to a file or emailed from Train 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 The report will be sent as an attachment to the email on 8 D 2008 LMP View 33 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 file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save 2008 LMP Histor 36 Train 3 01 00 6 History The History screen provides detailed information on a selected item of plant and displays all reports that have been received for the selected
10. blank The Customize Bar appears at the foot of the Data Area when any filter is applied The current filter will appear at the left hand end of the Customize Bar e To delete the current filter click the X This will clear all filter criteria from the current view Deleting the filter will also close the Customize Bar e To disenable the filter click the tick The filter can be re applied by re clicking the in the tick box Custom Filters More complex filters may be created using the Custom option 1 Hover over the field to which the main filter is to be applied click the down arrow and choose Custom 2 A Custom Filter dialog box will open Custom Filter Show rows where Plant Number CE y AND Oor v Use _to represent any single character Use to represent any series of characters 3 Complete the lines of the filter as required and click OK to apply The filter will remain in force until it is removed 2008 LMP Forms available within Train Train 3 01 00 12 Forms available within Train The following report types are available within Train CAL1 DELH EC1 ESC1 F2197 FLT1 FORM54 HIM1 HSB E1 HWB1 LEV2A LEV2B LEV3A LEV3B LOL54 LOLH LOLMI LOLP1 LOLT1 LOLT1C MC NSP1 NSPP PIR1 PP1 PPMI PS1 RON VN1 VR 2008 LMP Index A attach documents 36 autoclense 26 B batch email 14 36 42 batch print reports 14 36 42 Ou clea
11. file will be reflected in the file accessed via Train 4 Add a Document Description 5 Click OK to save the document or Cancel to abandon the file attachment 2008 LMP e Train 3 01 00 7 Dates The Dates screen provides details of which reports have been received on a particular month EN YAA Dates or day To access the Dates screen select from the Menu Bar Train 3 Electronic Inspection Reports File View ToolBars Utilities Help rr E GN m Ch Today 0 Alert Via view FE History VA Dates MM Graph O Search A Loc e a E 2 Geb Batch 22 Print EX november 2006 December 2006 February2007 gt 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 RER ENTE nn N NE PE EN i ASC CN p 10 H 12 4 S G T S Bag 8 9 W0 1 12 15 14 S eTo g wa aaa 15 16 17 19 18 1i 12 13 14 15 16 17 15 16 17 48 19 20 2 12 13 44 15 16 17 18 20 21 22 El 24 25 26 18 19 20 21 22 23 24 22 23 24 25 26 27 28 19 20 21 22 23 24 25 27 28 29 30 25 26 27 28 29 30 31 29 30 31 26 27 28 Today 23412006 0 Inspection Reports for November 0 Inspection Reports for 23 November Item Id Plant Number Exam Date Description The top half of the screen is a calendar which defaults to today s date The lower half of the screen has two tabs which display Inspection Reports received By default the first tab displays reports received in the current month whilst the secon
12. item HINT To view the History screen an item of plant must first be selected if no asset or report FE History has been selected clicking the icon will have no effect Train 3 Electronic Inspection Reports ES File View ToolBars Utilities Help E ua Ch Today 0 Alert N 0 View History EZA Dates Graph 7 Search s Loc 4 gt E N Gh Batch gt Print as se Plant Item information ItemId B0010 Location Trafford Park Greater Manchester User Ref Description Air Receiver Manufacturer Unknown Makers Number Serial No B 40 Date of Make List of reports Plant Number received for item Exam Date Description 22iJun 200 Air Receiver 19 Apri200 Air Receiver Drag and Drop area Report List 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 E mail 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 As 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 2008 LMP Delete Report Where an item of plant no longer exists it may be appropriate to delete associated reports NOTE Once a report has been deleted it can not be re instated To delete a report 1 Click on the re
13. options menu Save List to File Edit Displayed Data E mail 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 As 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 Delete Report Where an item of plant no longer exists it may be appropriate to delete associated reports NOTE Once a report has been deleted it can not be re instated To delete a report 1 Click on the required report 2 Right click and select Delete Report from the subsequent menu 3 Inthe subsequent Confirm dialog box click OK to confirm or Cancel to abandon the deletion of the report Edit Displayed Data Edit Displayed Data allows the customization 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 2008 LMP 16 Train 3 01 00 3 The Customization box will open ctions Complete dditional Description ddress lient Name Current Report Date Received requency em Ref ast Exam 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 t
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15. the above is a true report of the result Thorough Working Inspection Engineer Mr W Nunnerley Date of Examination 19 Apr 2004 Qualification Engineer Surveyor Date of Last Examination Signature W hun Date of Next Examination 13 Jun 2006 4 TO BE INSERTED IN THE GENERAL REGISTER HSB Haughton Engine s Lim Registered office Cairo H Road Waterhead Oldham Lancashire OL4 5510 f 0845 in England and User Status JRemove from Overdue List Remove Actions Reminder User Comments 2008 LMP View 31 2008 LMP Train 3 01 00 To record a comment Remove from Overdue Single Click Once selected the current report will no longer appear in the Overdue Inspection list of the Alert screen Remove Actions Single Click Once selected the current report will no Reminder longer appear in the Outstanding Defects list of the Alert screen User Status Click the drop down Select an option from the drop down list to arrow to right hand place a categorisation against the selected end of box report User Comments Text entry Click into the box under User Comments and input required text Information input here will be stored with the current report and appear in subsequent printouts Additionally the following information will be automatically recorded in the User Comments section e Ifareport is emailed then the date and time the report was sent will be recorded e If any
16. the other rows of the search as required a maximum of four rows of search terms is available 5 By default all reports will be searched To limit the search to the most recently received report click into the Current Reports Only tick box 6 Where more than one row of search criteria is constructed by default the rows will be linked with an AND command This will return results only for those records where all criteria are met To link search criteria with an OR command where results will be returned for records where any of the criteria are met click into the OR Rows Together tick box 7 Click Search Now to display the results of the search Searching Text Fields Fields that are text based for example Item Id Description Location Manufacturer etc offer the following criteria e Contains e Doesn t contain e Is exactly e Isnot 2008 LMP s Train 3 01 00 For example to search for reports containing the manufacturer Craven O O1 D gt Ensure All Types is selected in the Report Type field Select Manufacturer from the drop down list in the left hand search box Select Contains from the drop down list in the middle search box Input Craven in the right hand search box Click into the Current Reports Only text box Click Search Now to display the results of the search Searching Date Fields Fields that are date based for example Next Thorough Date Exam Date etc offer the fo
17. 3 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 key The field will be removed from the screen and will instead be listed in the Customization box 4 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 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 necessary message Click Send Message The report listing will be sent as an attachment to the email NANA View a selected report To view a report displayed on the listing either e double click on the required report or IN e View e click on the required report and select View from the Tool Bar Email the current viewed 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 The report will be sent as an attachment to the email O1 8 D Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled See Email Opt
18. Customization box whilst the data refresh is in progress 2008 LMP Advanced Features 69 Once a Grouping has been applied a sort or filter may be applied to the Grouped data Removing a Grouping If a filter has been applied to a Grouping the filter must be cleared before the Grouping is removed To do this 1 Click the down arrow on the required field 2 Select the All option from the subsequent listing Now remove the Grouping 3 Right click in the Grouping Area and select Edit Displayed Data from the subsequent menu 4 Drag the required field name to the Customization box and release the mouse button NOTE f the filter has not been removed before the grouping option is undone then a filtered view of the data will continue to be presented 5 Repeat steps 1 4 as required 6 Close the Customization box click the cross in the top right hand corner to refresh the view of the data NOTE If Prime is exited before the refresh has taken place the filter will be retained by Prime for future use Sorting Report Lists Report Lists may be sorted either alphanumerically the default setting or reverse alphanumerically once a Grouping has been applied To apply a sort click on the title of the field against which the sort is to be applied The Report Listing will automatically refresh to reflect the sort Filtering Report Lists In addition to the Setup Filter separate filters may be applied to the field tit
19. Drag the field name to be removed away from its position As soon as a cross appears on the field name release the mouse key The field will be removed from the screen and will instead be listed in the Customization box 4 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 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 necessary message Click Send Message The report listing will be sent as an attachment to the email IRN View a selected report To view a report displayed on the listing either e double click on the required report or WS view 5 e click on the required report and select View from the Tool Bar 2008 LMP Graph 51 Email the current viewed 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 The report will be sent as an attachment to the email m 8 D 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 info
20. ETFFEREERLTEREFRETPEPEREFLFEFFEETPECPERELTERFFEFTLECFERELTE 9 Part Ill Today 14 Part IV Alert Report Overview 20 1 Overdue AAA A A TO 24 2 RE 07 ES BPCRFPEPELLPRRSPETEFFEETEREFFEFTERFRERFFTERFTEFTPEFFFEFSTPERTEECLFFPEREFLERFTFETLEFEFEESFFEFTIFTLPERRREFGERFTFETEEFPRRERTREFTN 26 3 Not Available 2 55505 SEREPERHEFERFRRTEREEREFAEEEFEFEEEREFEEHEEEEL ER EERERECHEEREEEPEHERTFERFEEERTEELEREEREEHEEEN 27 Part V View 30 Part VI History 36 Part VII Dates 42 Part VIII Graph 48 1 Working with Gra pitas cccccats cicececcececeaeececcecseccccoatscncdeestetectarerecceeseacccoaysszccaasiadccaarsastecasseeccents 48 Part IX Search 54 1 Working with Search Results uususssnnsnnneennannnnennnnnnnnnnnnnnennnnneennnnnnennnnneennnnneenn anne 57 Part X Location 62 Part XI Advanced Features 68 1 Setup Filter DR RER Re 68 2 Grouping Sorting and Filtering Report Lists 68 Part XII Forms available within Train 74 Index 77 2008 LMP Introducing Electronic Reporting Introducing Electronic Reporting 5 1 Introducing Electronic Reporting Q What is an Electronic Report A An Electronic Report is simply a computer version of a paper report It looks the same as the original and contains the same information 0 Do Electronic Reports replace paper versions of reports Yes Electronic Reports remove the need to hold paper copies of reports though a printed copy can still be produced if necessary How do know if someone
21. SA History Dates NE om 4D Search S Loc amp 3 A 5 7 3 each SS prit Today 16 Apr 2007 lt Click here to refresh Alert screen gt HSB Haughton Reports receivedinthe last7 days 0 Plant Number Exam D Date Received Description By default this displays a list of reports received within the last 28 days This view may be altered to show items rather than reports and the time frame can be changed to 1 7 14 21 or 28 days To choose to view items or to change the time frame click on Reports or 28 and select the required option from the subsequent drop down list Clicking on lt Click here to refresh Alert screen gt will display the Alert screen If the Today page is re selected the view will alter Train 3 Electronic Inspection Reports File View ToolBars Utilities Help CE ross 0 Alert Eo View eB History Dates A om LD search 5 Loc ED Beten CD Print Today 16 Apr 2007 23 Overdue Inspections 11 Outstanding Repairs and Defects HSB Haughton 2 Not Availables Reports received in the last 7 days 0 Plant Number Exam D Date Received Description 2008 LMP Today 15 The new links operate thus Action On What Single click Overdue Inspections Switches to the Alert page and displays list of overdues list of items with Outstanding Defects list of Not Availables Report Listing The Report Listing offers a number of options Right click in the Data Area to view the
22. Train User Manual 2008 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 Imp co uk train_docs html 2008 LMP Contents Table of Contents Part I Introducing Electronic Reporting 5 Part Il Getting Started 8 1 kogging ON cia era iia a a T a 8 gt A E REAN ENE ENEA tendu ele mme eee des den non et nus de ENa 8 ST 9 A Email 0 oJ iTe L JERERPPBPFREFTFPEFFEEFGPFFREETPFFFERFECPEFFEFTTPEFERELLERFTE
23. changes and click OK to print NOTE ff the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Multiple reports To print a copy of 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 report of the group NOTE Selected reports will be highlighted in blue 2008 LMP 18 Train 3 01 00 2 Click the gt icon on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If any of the selected reports are too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Printing report lists To print the currently displayed report listing 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print 2008 LMP Alert Report Overview Train 3 01 00 4 Alert Report Overview The Alert screen is accessed either via the 0 icon or by selecting t
24. d tab displays reports received on the current day Changing the displayed dates e To change the year click on the year in the heading above any of the month calendars Up Down arrows will display which can be clicked to move forwards or backwards by year e To change the month click on the name of one of the months above the calendars A drop down list of month names will display Click the required month to change the view e To change the date click on any of the dates in the displayed calendars to update to the selected date Report Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu 2008 LMP Save List to File Edit Displayed Data E mail 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 As 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 Delete Report Where an item of plant no longer exists it may be appropriate to delete associated reports NOTE Once a report has been deleted it can not be re instated To delete a report 1 Click on the required report 2 Right click and select Delete Report from the subsequent menu 3 Inthe subsequent Confirm dialog box click OK to confirm or Cancel to abandon the deletion o
25. e to be removed away from its position As soon as a cross appears on the field name release the mouse key The field will be removed from the screen and will instead be listed in the Customization box 4 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 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 necessary message Click Send Message The report listing will be sent as an attachment to the email on amp D View a selected report To view a report displayed on the listing either e double click on the required report or Vs view 5 e click on the required report and select View from the Tool Bar Email the current viewed 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 The report will be sent as an attachment to the email IRN 2008 LMP Alert Report Overview 23 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 i
26. ed by the most recent report through the user of AutoClense 1 Select Utilities gt Configure from the Menu Bar 2 The Configure Serve dialog box will open on the Alert Options tab Configure Serve Report Options Internet Options Overdue Slack How many days grace before flagging an inspection as overdue Overdue List M Show Overdue Thoroughs M Show Overdue Workings AutoClense Clear Repairs Automatically 3 Click into the AutoClense tick box 4 Click OK The Configure Serve dialog box will close and the Alert screen will automatically refresh to remove any superseded repairs 4 3 Not Available Reports listed on the Not Available tab are reports of non inspection Reasons for the non inspection are detailed within individual reports Double click on the required report in order to view the details and reasons for non inspection 2008 LMP s Train 3 01 00 5 View The View option displays the selected report on the screen in a similar format to the paper version Train 3 Electronic Inspection Reports File View ToolBars Utilities Help Ch rodar 0 Alert Es View SA History Dates GES LO search ab Loc Batch E Print GD THE PRESSURE SYSTEMS SAFETY REGULATIONS 2000 SI 128 gt PRESSURE SYSTEMS AND TRANSPORTABLE GAS CONTAINERS REGULATIONS un NI 1991 No 471 REPORT OF EXAMINATION OF SYSTEM OR PARTS THEREOF Policy 001180 Plant Code BOsalz Previous Report
27. elect Utilities gt Setup Filter from the Menu Bar 2 The Filter Setup dialog box will open Filter Setup Fitter Control Combination C Filter On And Reports of Type an Types y Filter Off C Or Additional Filter Rules Cancel 3 Inthe Filter Control box select Filter On 4 Ifa restriction on the type of report is required click the drop down arrow in the Reports of Type box to select the type of report 5 Apply Additional Filter Rules as required NOTE The Additional Filter Rules are constructed in the same way as a Search Please consult the Search section for more details Grouping Sorting and Filtering Report Lists Train allows the grouping sorting or filtering of Report Lists Applying a Grouping Either e drag a Column title to the Grouping Area green arrows indicate where the heading may be dropped into place or e inserta new field name in the Grouping Area i Right click in the Data Area ii Select Edit Displayed Data from the subsequent menu iii Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button iv Repeat if required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data NOTE The data refresh may take up to a minute to complete depending on the quantity of data affected Do NOT attempt to re close the
28. 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 AS Save the current viewed report k 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 file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save 2008 LMP Printing reports Individual reports To print a copy of the report currently displayed 1 Either e Select File gt Print from the Menu Bar or e Click the icon on the Tool Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE ff the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Multiple reports To print a copy of 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 report of the group NOTE Selected reports will be highlighted in blue 2 Click the
29. es v Search Now E gt 3 Current Reports Only OR Rows Together _ Search Results Plant Number Exam Date Description Building a search 1 Select 2 from the Tool Bar 2 The Search screen will open as above 3 Select the Report Types to Search from the drop down list The default setting is All Types but the full listing is e All Types e Pressure Plant e Lifting Equipment Lifts e General Plant e Power Press e Local Exhaust Ventilation e Not Availables Selecting any other type than All Types will restrict the returned search results to just one category of report 2008 LMP Search 55 4 Now build the search rules Train 3 Electronic Inspection Reports File View ToolBars Utilities Help 3 Cs ver nor CA ca E Ch Today Alert IR 0 View History E Graph pe ZA Search Jh Loc o di A gt S2 Batch E Print Field to Search search Report Types to criteria JTYP S he v v CO Current Reports Only OR Rows Together Search Results Plant Number Exam Date Description 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 search criteria to be applied to the search from the drop down list in the middle box Search criteria box iii Input the text to search for in the right hand box Search text box iv Repeat steps i iii in
30. ew History Dates Graph 2 Search A Loc Tick box to de E a EA display Tick box to include SAB Inspection type ar superseded reports Next Thorough _ NextExam Hisiories Examinations Due Within 2006 Jui Aug Sep Oct Nov DER Year selection a 1 0 Examinations Due Within January 2006 Drag a column header here to group by that column Item Id Plant Number Exam Date Description B0016 O5 Now200 Air Receiver 2008 LMP Inspection Type and Superseded Reports The Next Thorough Next Exam and Historics tick boxes may be ticked unticked to alter the information presented by the graph The Next Thorough and Next Exam tick boxes control which type of inspection to display whilst the Historics box controls whether superseded reports are displayed As the selection is amended the Graph screen will automatically update to reflect the changes Time frame displayed By default the current year and month are displayed when Graph is first selected To amend the year click the Year selection arrows to increase or decrease the year as required To change the reports displayed in the Report Listing area click on one of the month bars of the graph to show the reports for that month Report Listing The Report Listing offers a number of options Right click in the Data Area to view the options menu Copy to Excel Delete Report Edit Displayed Data E mail list to Co
31. ew a selected report To view a report displayed on the listing either e double click on the required report or e click on the required report and select View from the Tool Bar Email the current viewed 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 The report will be sent as an attachment to the email O1 D 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 report of the group NOTE Selected reports will be highlighted in blue Click 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 AS 2008 LMP Save the current viewed report 1 Right click
32. f the report Edit Displayed Data Edit Displayed Data allows the customization 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 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 2008 LMP a Train 3 01 00 To remove fields from a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Drag the field name to be removed away from its position As soon as across appears on the field name release the mouse key The field will be removed from the screen and will instead be listed in the Customization box 4 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 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 necessary message Click Send Message The report listing will be sent as an attachment to the email Oo 8 D Vi
33. g user actions in comments box in order to enable the option 5 Click OK to apply the setting 2008 LMP Getting Started 11 Format of emailed lists By default reports are emailed from Train as attachments in Excel format This format allows data to be manipulated by the recipient provided Excel is available on their computer Other email format options are html browser based view which will present data in a format which can be viewed by any recipient but which cannot be manipulated or csv a generic spreadsheet format To amend the format of emailed lists 1 Select Utilities gt Configure from the Menu Bar 2 The Configure Serve dialog box will open on the Alert Options tab 3 Select the Report Options tab Configure Serve Alert Options Report Options Internet Options Log dispatched emails O Log user actions in comments Deletion O On deletion remove only selected item On deletion remove ALL items on report Emailing Lists Send lists as Excel O Send lists as CSV Generic Spreadsheet O Send lists as HTML Browser OK Cancel 3 Click the button next to the format in which the attachments are to be sent and then click OK to apply the setting 2008 LMP m Train 3 01 00 3 Today On start up Train will open onto the Train Today page Train 3 Electronic Inspection Reports File View ToolBars Utilities Help EN ss Today get Us view
34. ge break will automatically be inserted at an appropriate point Printing report lists To print the currently displayed report listing 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print 2008 LMP 4 Train 3 01 00 8 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 Be on the Tool Bar The graph screen will open showing a graph of Next Thorough and Next Exam due within the current year and a report listing of Next Thorough and Next Exam due within the current month Train 3 Electronic Inspection Reports File View ToolBars Utilities Help CG ro 0 Alert gt View History Dates el on 2 search A Loc E Batch 2 Print Y Next Thorough _ istori Examinations Due Within 2006 Jul Aug Sep Oct Nov 1 0 Examinations Due Within January 2006 Drag a column header here to group by that column Item Id Plant Number Exam Date Description B0016 O5 Now200 Air Receiver 8 1 Working with Graph The default options on the Graph screen may be altered to amend the information graphed and displayed Train 3 Electronic Inspection Reports File View ToolBars Utilities Help SN es CEL rose E j
35. has changed a report Electronic Reports cannot be altered The functionality of Train prevents changes being made to reports 2O What are the benefits of adopting Electronic Reports Time Train will process all reports and automatically identify those which require action Peace of mind Train will quickly identify any inspections which are overdue Faster reporting a report can be received within minutes of leaving the inspecting authority gt 2008 LMP Getting Started 8 Train 3 01 00 2 2 1 2 2 Getting Started 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 HSB Haughton Login Name Password 1 Enter the login name and password as provided by LMP or the System Administrator into the appropriate boxes 2 Click Logon NOTE Usernames and passwords within Train are not case sensitive 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 Exiting Train To exit Train and close the program either
36. he option to lt Click here to refresh Alert screen gt on the Train Today page It offers a quick overview through the use of three tabs of those 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 Time Qual Immediate Repair e could not have an examination carried out Not Availables Train 3 Electronic Inspection Reports File View ToolBars Utilities Help Z E EN Ch Today 0 Alert Na view SA History ES Dates NE om 2 Search 5 Loc y gt x ga Batch E Print 26 Overdue Inspections 11 Outstanding Repairs and Defects 2 Not Availables Plant Number Exam Date Description 02 Sep 20C Air Receiver 02 Sep 20 Air Receiver 04 0ct200 Jacketed Pan 17 Au9 200 Steam Boiler 20 Nov 200 Steam Boiler 05 Nov 200 Air Receiver 16 Now200 Air Receiver 24 Jul 2001 438 05 Aug 200 Block Powered 446 05 Aug 200 Block Powered 777 11 Au9 200 Block Manual Unknown 22 Marf200 Fork Lift Truck Powered Unknown 09 May 200 Fork Lift Truck Powered 01 Mar 200 Eye bolt Unknown D4 Mar 200 Block Manual Unknown 04 Mar 200 Block Manual 20 Aug 200 Passenger Goods Lift Electric 20 Aug 200 Passenger Goods Lift Electric O1 Now200 Passenger Goods Lift Electric O5 Now200 Passenger Goods Lift Electric 05 Nov 200 Passenger Goods Lift Electric 24 Feb 200 Passenger Goods Lift Electric
37. he view of the data To remove fields from a view 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 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 key The field will be removed from the screen and will instead be listed in the Customization box 4 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 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 necessary message Click Send Message The report listing will be sent as an attachment to the email on amp D View a selected report To view a report displayed on the listing either e double click on the required report or Vs view 5 e click on the required report and select View from the Tool Bar Email the current viewed 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 The report will be sent as an attachment to the email IRN
38. ied statutory repairs Repairs and Defects repairs or defects which have been noted but which are not statutory repairs All Repairs and Observations as above with any comments The currently selected Repair Threshold is indicated by the name of the Outstanding Repairs tab To change the displayed threshold 1 2 3 Right click in the Data Area of the Alert screen Select Repair Threshold and then the required level of categorisation from the subsequent menu 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 1 2 3 Double click on the required item to view the last received report Scroll to the foot of the report and click into the Remove Actions Reminder tick box Select the appropriate category from the drop down list in the User Status box if 2008 LMP Alert Report Overview required 4 Add any necessary detail in the User Comments field 5 Clickthe icon to return to the Alert screen The Alert screen will automatically refresh to reflect any changes AutoClense By default all outstanding repairs are displayed This view may be amended to display only those repairs identifi
39. in the Data Area of the report 2 Select Save As 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 Printing reports Individual reports To print a copy of the report currently displayed 1 Either e Select File gt Print from the Menu Bar or e Click the icon on the Tool Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE ff the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Multiple reports To print a copy of 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 report of the group NOTE Selected reports will be highlighted in blue 2 Click the gt icon on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If any of the selected reports are too large to fit on a single sheet of paper a pa
40. int Multiple reports To print a copy of 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 report of the group NOTE Selected reports will be highlighted in blue 2008 LMP 24 Train 3 01 00 4 1 2 Click the gt icon on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If any of the selected reports are too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Printing report lists To print the currently displayed report listing 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print Repair Threshold The repair threshold displayed on the Outstanding Repairs tab may be amended To change the displayed threshold 1 Right click in the Data Area of the Alert screen 2 Select Repair Threshold 3 A menu will open Immediate Repairs Only Immediate and Time Qualified Repairs Repairs and Defects All Repai
41. int Multiple reports To print a copy of 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 report of the group NOTE Selected reports will be highlighted in blue 2 Click the icon on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If any of the selected reports are too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Printing report lists To print the currently displayed report listing 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print 2008 LMP Advanced Features e Train 3 01 00 11 11 1 11 2 Advanced Features Setup Filter The Setup Filter enables a restriction to be placed on the set of reports with which Train is currently working once a filter is applied all screens within Train will only display those reports which meet the filter criteria Applying a Setup Filter 1 S
42. ions 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 report of the group NOTE Selected reports will be highlighted in blue Click 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 Pon 2008 LMP 5 Click Send The reports will be sent as attachments to the email Save the current viewed 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 file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Printing reports Individual reports To print a copy of the report currently displayed 1 Either e Select File gt Print from the Menu Bar or e Click the icon on the Tool Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE ff the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted a
43. lect Is Exactly from the drop down list in the middle search box Input 5 in the right hand search box Click into the Current Reports Only text box Click Search Now to display the results of the search DARAN Working with Search Results Search results form a Report List 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 As 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 customization 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 requency 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 2008 LMP s Train 3 01 00 hand corner to refresh the view of the data To remove fields from a view k Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu
44. lected heading NOTE Blanks is only available for fields which contain blank or non blank items e NonBlanks displays all items which do NOT have a blank value in the currently selected heading NOTE Non Blanks is only available for fields which contain blank or non blank items e Specific criteria that appear under the field heading place a tick in the relevant check box es to filter by the selected criteria The down arrow will change colour to indicate that a filter has been applied Once a filter is applied a Customize bar will appear at the foot of the Data Area Removing a Filter To remove a filter either 1 Hover over the name of the filtered field and click the down arrow on the required field 2 Select the All option from the subsequent listing NOTE If filters have been applied to more than one field repeat the above steps to remove the filters on each field or 1 Click the cross on the Customize bar NOTE This will clear all filter criteria currently applied 2008 LMP Advanced Features 71 Custom Filters and the Customize Bar Train 3 Electronic Inspection Reports File View ToolBars Utilities Help a E ey view SA History Dates NE on LO Search S Loc gt S25 lt a f K M Today 16 Apr 2007 lt Click here to refresh Alert screen gt HSB Haughton Reports received in the last 7 days 0 Plant Number ExamD Date Received Description x a Plant Number
45. les on a displayed report listing in order to restrict the view to display only those items which meet the filter criteria Applying a Filter 1 Ifnecessary add a field name to the Report Listing i Right click in the Data Area ii Select Edit Displayed Data from the subsequent menu ii Drag the appropriate field name from the Customization box to the required point on the screen and release the mouse button iv Repeat if required and then close the Customization box click the cross in the top right hand corner to refresh the view of the data 2008 LMP Train 3 01 00 2 Hover over the field name to which the filter is to be applied and click the down arrow that appears at the right hand end of the field name Train 3 Electronic Inspection Reports Eile View ToolBars Utilities Help EN Ch Today tert Vos view FE History 5 Dates A Graph LI Search gh Loc z gt Y u A Batch 22 Print Today 16 Apr 2007 lt Click here to refresh Alert screen gt HSB Haughton Reports received inthe last 7 days 0 Other Name Item Id Plant Number ExamD Date Received Description 3 Select the required filter type e All displays all data and therefore removes any previously applied filters e Custom allows complex filtering across a range of criteria see the Custom Filters section for more information e Blanks displays all items which have a blank value in the currently se
46. llowing criteria e Is before the e s after the e ls on or before the e ls on or after the e s the e Is not the To search for all reports with an Exam date between 30 June 2006 and 31 January 2007 NAON ONO 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 06 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 1 07 in the right hand search box Click into the Current Reports Only text box Click Search Now to display the results of the search Searching for Repairs 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 5 The numbers relate to severity Immediate Repairs Time qualified Repairs Repairs and Defects Observations Clear NOAA I Criteria available on the Severity field are e Is less than e Is greater than e Is exactly e Is not 2008 LMP 9 1 For example to search for immediate repairs listed on current reports Ensure All Types is selected in the Report Type field Select Severity from the drop down list in the left hand search box Se
47. local computer To use Outlook to send email 1 Select Utilities gt Configure from the Menu Bar 2 The Configure Serve dialog box will open on the Alert Options tab 2008 LMP 10 Train 3 01 00 3 Select the Internet Options tab Configure Serye Alert Options Report Options Internet Options Result Limit The maximum number of reports to return when filling the 5000 lists Entering zero removes the restriction SQL Server Time Out If you are recieving grids with no data increasing the time out value could help 120 seconds Send Email with Outlook 4 Click into the Use local copy of Outlook to send emails box in order to enable the option 5 Click OK to apply the setting Log Dispatched Emails Where this option is enabled any report emailed from Train will have details of the date and time the email was sent and by whom recorded in its User Comments field 1 Select Utilities gt Configure from the Menu Bar 2 The Configure Serve dialog box will open on the Alert Options tab 3 Select the Report Options tab Configure Serve Alert Options Report Options Internet Options Log dispatched emails Log user actions in comments Deletion On deletion remove only selected item O On deletion remove ALL items on report Emailing Lists Send lists as Excel O Send lists as CSV Generic Spreadsheet O Send lists as HTML Browser 4 Click into the Lo
48. m 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 The report listing will be sent as an attachment to the email 1 8 D View a selected report To view a report displayed on the listing either e double click on the required report or e click on the required report and select View from the Tool Bar Email the current viewed 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 The report will be sent as an attachment to the email O1 8 D 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 report of the group NOTE Selected reports will be highlighted in blue Click Email Batch on the Tool Bar Input the
49. nformation 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 report of the group NOTE Selected reports will be highlighted in blue Click 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 O1 5 D Save the current viewed 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 file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Printing reports Individual reports To print a copy of the report currently displayed 1 Either e Select File gt Print from the Menu Bar or e Click the icon on the Tool Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE ff the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate po
50. py to Excel To save the currently displayed report listing to an Excel spreadsheet 1 Right click in the Data Area of the screen 2 Select Save As 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 Delete Report Where an item of plant no longer exists it may be appropriate to delete associated reports NOTE Once a report has been deleted it can not be re instated To delete a report 1 Click on the required report 2 Right click and select Delete Report from the subsequent menu 3 Inthe subsequent Confirm dialog box click OK to confirm or Cancel to abandon the deletion of the report Edit Displayed Data Edit Displayed Data allows the customization of information presented on the report listing To add fields to a view 2008 LMP s Train 3 01 00 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open 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 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open
51. quired report 2 Right click and select Delete Report from the subsequent menu 3 Inthe subsequent Confirm dialog box click OK to confirm or Cancel to abandon the deletion of the report Edit Displayed Data Edit Displayed Data allows the customization 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 requency gnore Overdue naccessible nspector em Ref 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 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 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 key The field will be removed from the screen and will instead be listed in the Customization box 4 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 2008 LMP 3 Train 3 01 00 Email list to To email the currently displayed report listing Right click in the Data Area Select Email list to fro
52. r all items 20 clear selected items 20 clearing overdue inspections 24 copy to Excel 48 custom filters 68 customize bar 68 D documents 36 attach 36 Es edit displayed data 14 36 42 email batch email 14 36 42 email listto 14 36 42 Excel copy to 48 exit 8 oy ye filtering report lists 68 filters custom filters 68 customize bar 68 filtering report lists 68 grouping report lists 68 2008 LMP H historics 48 my ie log out 8 logon screen 8 Microsoft Outlook 9 N next exam 48 next thorough 48 non inspection 27 not availables 27 Os outstanding repairs 26 remove actions reminder 26 overdue inspections 24 remove from overdue list 24 slack period 24 overdue list 24 P password 8 printing report 14 36 42 Res remove actions reminder 26 30 remove from overdue list 24 30 repair threshold 20 26 repairs 26 report batch print reports 14 36 42 print report 14 36 42 view report 14 36 42 report lists 14 36 42 report type 54 mes 7 Train 3 01 00 save list to file 14 36 42 setup filter 68 slack period 24 sorting report lists 68 Ti thorough inspection 24 ss user comments 30 user status 30 username 8 Ve view report 14 36 42 W working inspection 24 2008 LMP LMP Technical Services Ltd Rockleigh Court Rock Road Finedon Northants NN9 5EL Telephone 01933 683810 Fax 01933 683819 Web www Imp co uk Email
53. rmation 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 report of the group NOTE Selected reports will be highlighted in blue Click 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 AS Save the current viewed 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 file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Printing reports Individual reports To print a copy of the report currently displayed 1 Either e Select File gt Print from the Menu Bar or e Click the icon on the Tool Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Mul
54. rs Defects and Observations 4 Click on the required threshold level 5 The Outstanding Repairs tab will automatically refresh to reflect the newly selected Repair Threshold Overdue Inspections Clearing 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 mothballed its details may be removed from the Overdue Inspections or Not Availables tabs by amending the User Comments section of the last received report Double click on the required item to view the last received report Scroll to the foot of the report and click into the Remove from Overdue List tick box Select the appropriate category from the drop down list in the User Status box Add any necessary detail in the User Comments field a P N Click the 0 icon to return to the Alert screen The Alert screen will automatically refresh to reflect any changes 2008 LMP Alert Report Overview 25 Overdue Slack period It is possible to increase the number of days between the examination of an asset and the report for this examination being received Overdue Slack period By default the Overdue Slack period is set to 0 To increase the Overdue Slack 1 Select Utilities gt Configure from the Menu Bar 2 The Configure Serve dialog box will open on the Alert Options tab Configure Serve Report Options Internet Options Overdue Slack
55. 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 report of the group NOTE Selected reports will be highlighted in blue Click 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 IRN Save the current viewed 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 file is to be saved select the appropriate file type from the drop down list and set a filename 4 Click Save Printing reports Individual reports To print a copy of the report currently displayed 1 Either e Select File gt Print from the Menu Bar or 2008 LMP Location 65 e Click the icon on the Tool Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE ff the selected report is too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate po
56. t an appropriate point Multiple reports To print a copy of 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 report of the group NOTE Selected reports will be highlighted in blue 2 Click the gt icon on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If any of the selected reports are too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Printing report lists To print the currently displayed report listing 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print 2008 LMP Location 62 Train 3 01 00 10 Location The Location view enables the viewing of reports for locations or policies To open the Location screen select se from the Tool Bar Train 3 Electronic Inspection Reports File View ToolBars Utilities Help E rose 0 aet Aia view SA History K A Graph LD Search 5 Loc H gt
57. tiple reports To print a copy of multiple reports 2008 LMP 52 Train 3 01 00 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 report of the group NOTE Selected reports will be highlighted in blue 2 Click the icon on the Tool Bar 3 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print NOTE If any of the selected reports are too large to fit on a single sheet of paper a page break will automatically be inserted at an appropriate point Printing report lists To print the currently displayed report listing 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will then open offering a choice of printer Make any necessary changes and click OK to print 2008 LMP s Train 3 01 00 9 Search Search enables the creation lists of reports that conform to user designed criteria Train 3 Electronic Inspection Reports File View ToolBars Utilities Help 1 EN gra Ch rosa 0 Alert 285 View FA History Ks Dates A Graph A Search 5 Loc E Beten I print Report Types to Search Al Typ
58. vailables 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 offers anumber of options Right click in the Data Area to view the options menu Save List to file Edit Displayed Data Email list to 2008 LMP Location e Save List to file To save the currently displayed report listing 1 Right click in the Data Area of the screen 2 Select Save As 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 customization 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 ctions Complete dditional Description ddress Client Name urrent Report requency 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 1 Right click in the Data Area 2 Select Edit Displayed Data from the subsequent menu 3 The Customization box will open Drag the field name to be remo
59. ved away from its position As soon as a cross appears on the field name release the mouse key The field will be removed from the screen and will instead be listed in the Customization box 4 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 Email list to To email the currently displayed report listing 1 Right click in the Data Area 2 Select Email list to from the subsequent menu 3 Input the email address of the recipient s in the blank email which opens 2008 LMP e Train 3 01 00 4 Add a subject line and any necessary message 5 Click Send Message The report listing will be sent as an attachment to the email View a selected report To view a report displayed on the listing either e double click on the required report or e click on the required report and select View from the Tool Bar Email the current viewed 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 The report will be sent as an attachment to the email 1 8 D 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
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