Reporting
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Reporting begins when substantial field work or analysis has been completed. Due to the short duration of maintenance projects this often begins at the conclusion of the field portion of the project.
Origional Review
Scanning
Data Entry
Data Quality
Engineering Review
Equipment List Update
Executive Summary
Electronic Formatting
Printing
Delivery & Review
Followup
Inspect test sheets returning from the field to make sure that 100% of the documentation was provided. Use the equipment list that was put together during the bidding phase to reconcile this.
Scan Origionals for electronic Record. Save the scanned image to the virtual job folder.
Enter the results and along with any other detail into the database. Select which form to fill out based on the sheet number (LV1-1, etc.) If the job was prepared ahead of time, find the record that was already started for the device that the test sheet was for. Otherwise append a new record to the end of the database.
Review Data Integrity. Check for missing data and consistancey of data types & all fields filled out in such a way that the customer knows that each item was addressed. (ie. 23G = 23,000 on test sheet or .01 = 0.01 on test sheet, etc.)
Using the equipment List, filter the records shown by the job number then starting at the top review each sheet for correct date, project Information, Nameplate Information (include N/A for Not Applicable or Unk if the information does exist, but we were unable to identify it in the field. Make sure that the data collected is in the right column (ie Model numbers are recoreded in the Serial Number field. Move this data back to the Model number field where it belongs. Use the datasheet view to see this clearly. Move all data that doesn't belong in a field into the Remarks Field. Make sure that the data is of the right type and make corrections as needed. Make sure that Unit Information is added where needed and removed where not needed (ie. 15A A=Ampere if Field on Form includes the Designation then remove the A. IF it does not add the A.
Check test data to make sure proper notation is made for all test results not retrieved during field testing (ie. Circuit Breaker was not equipped with Ground fault include an N/A in the test current field) or use NT-Not Tested if the customer requested that this test not be run for given reason.
Check to make sure the Specs used for testing each device are correct. Correct or note any deviation appropriately especially when customer intervention or component conditions dictate changes
Note any deviation from acceptable limits in the Remarks.
Correct any data that appears to be incorrect based on expectations. Use origional test sheets if necessary to determine what the original test data was if necessary
Review each test sheet and document findings and recommendations in the remarks field using standard statments. Use either predefined standard statements or keep a log inside a word document of the statments used for this report and copy and past to keep the language consistant
Check each test sheet for comments in regards to condition problems with the item that was assessed. If comments exist that are general in nature and detail additional nameplate information or other non condition related information, leave it off the equipment list. As each sheet is reviewed update the as found/as left conditions appropriately using the following
Make a copy of the equipment list and strip out all the equipment that tested good. Copy the remaining Item and Remarks from the working equipment list to a word document using the past special "Unformatted Text" selection into the body of the Report Template. Continue to format the information by Bolding the Item text. Make the necessary changes to the introduction and conclusion of the report body then safe to a file using the KH standard nomenclature
Print the Report Executive Summary, the Equipment List, Each Test sheet into Adobe Format. Combine all the Adobe Documents into the Report Executive Summary Adobe File. The Adobe Pages then need to be arranged according to the following:
Executive Summary
Equipment List
Test Sheets By Equipment List Order
Add Bookmarks for the Executive Summary and the Equipment List. Add Bookmarks for Each Substation. If time allows add Bookmarks for each test sheet using the Equipment List Excel document to copy and past bookmarks. After all the sheet bookmarks are entered, roll each sheet up underneath its respective substation. Make sure to maintain the equipment list order as this is done.
Print the final Adobe document front and back on a color duplexing printer. Create a cover and back using the Binder Template. Create Tabs for the Equipment List and each Substation. Using an appropriate sized Window Binder insert the Cover and back into place and put the tabs into the three ring clip. Insert the executive summary in front of the Equipment List Tab. Insert the Equipment List behind the Equipment List Tab. Insert the sheets for each substation behind their respective substation tabs.
Under Construction
Under Construction
Append - Add to the end of any existing database or data within a field. Appending does not delete or replace any data.