Reports
Reports shows the jobs raised in a period. Choose From and Up to (not including), then Show. The backlog is always as of now.
- open now;
- reactive and planned jobs raised, and how many were safety actions;
- verified first time, sent back and reopened;
- effort recorded against the time planned;
- verified, safety clearance pending;
- exceptions waiting for review;
- plan occurrences missed or done late;
- open jobs by state and by age;
- Repeat failures: an item or place with two or more reactive jobs in the period or the 60 days before;
- Missed plan occurrences.
The figures are evidence for a person to review, not a compliance certificate.
Export
Facilities Managers, auditors and administrators can choose Export jobs (CSV). It leaves out descriptions, notes, effort and photos.
Purchasing
Procurement is not connected yet. Purchasing proposals are held in Facilities: nothing is sent, ordered or paid.
- Propose a purchase, on a job: fill in What, Quantity, Unit and Needed by (optional), then choose Hold it.
- Accept the service, on a contractor's verified job: fill in the Purchase order, Line, Quantity and Unit, then choose Hold it. Accepting again returns the one already held.
Purchasing lists every Purchase demand and Service acceptance. To take them to Procurement, choose Download the held proposals (JSON).
Facilities Managers and administrators make proposals; auditors can read and download them.
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