E-Report User Manual - RSA E
Contents
1. Input the email address of the recipient s in the blank email which opens 2011 LMP Reports 15 4 Adda subject line and any necessary message 5 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 2011 LMP 18 E Report 3 Alert The Alert screen is accessed either via the 0 icon or by selecting the Click here to refresh Alert screen on the E Report Today page It offers an overview via three tabs of reports of inspections which e have overdue reports listed against them are 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 File View ToolBars Utilities Help Ou Alert History A je Email Batch Save Batch Dh Batch gt Print User Ref Next Exam 26 07 2010 23 08 2008 PVT CELL NO 1 HPWC 26 07 2010 23 08 2008 NO 1 HIGH PRESSURE WINDOW CELL 05 02 2007 05 02 2008 STREET LIGHTING SAFETY ASSESSMENT 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 gt Clear Selected Items Save List to file Delete Report Edit Displayed Data E mail list to Repair Threshold2. Selecting Use local email system when emailing will mean that messages are sent and logged via the local computer e Email reports as PDF copies of reports are emailed as a PDF attachment Only a few historic reports are not available as PDF documents and these will be emailed in the body of the message 2011 LMP 9 2 Changing the Password To change a password from that initially supplied 1 Select Utilities gt Change Password from the Menu Bar 2 The Change Password dialog box will open r Please select a new password Confirm existing password New password Repeat new password Input the current password into the Old Password box Input the new password into the New Password and Confirm New Password boxes Click OK to save the password change or Cancel to revert to the old password HINT If the current password was input incorrectly or the two instances of the new password do not match a Password Error box will display Click OK to be returned to the Change Password box Re input the correct details and click OK to save the changes Om e a 2011 LMP Advanced Features 10 10 1 10 2 Advanced Features Setup Filter The Setup Filter enables a restriction to be placed on the set of reports with which E Report is currently working once a filter is applied all screens within E Report will only display those reports which meet the filter criteria Ap
3. z acions Compiete 2 Form Name 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 PIES 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 ob p mS 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 fir
4. 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 Sw NS 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 ore one Email multiple reports To email multiple reports the option to send email using the local copy of Outlook must have been enabled 2011 LMP 3 1 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 Email Batch on the Tool Bar Input the email a
5. Defects Time Qual Immediate Repair Today 21 Dec 2010 21 Not Availables Reports received in the last 14 days 6 3 Date Received Today 21 12 2010 LASS 20 12 2010 ELECTRIC PASSENGER GOODS LIFT 21 12 2010 Da 20 12 2010 ELECTRIC PASSENGER AND GOODS LIFT Date Received Last Week 17 12 2010 14 12 2010 STEAM GENERATOR ROOM SW2 15 12 2010 10 11 2010 NITROGEN RECEIVER 15 12 2010 10 11 2010 NITROGEN RECEIVER 14 12 2010 14 12 2010 OPTION 3 17TH EDITION WIRING INSPECTION 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 Mark as Read Mark as Unread 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 2011 LMP Getting Started 9 Edit Displayed Data Edit Displayed Data allows the customisation of information presented on the report listing To add fieldsto 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
6. 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 2011 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 z Columns Actions Complete 2 Form Name 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 PIES Email list to To email the currently displayed report listing Right click in the Data Area Select Email list to from the subsequent menu Inp
7. View ToolBars Utilities Help lt Click here to refresh Alert screen gt Today 21 Dec 2010 Reports received in the last 14 days 6 3 Date Received Today 21 12 2010 LAS5 20 12 2010 21 12 2010 pa 20 12 2010 E Date Received Last Week 17 12 2010 BBM14 14 12 2010 15 12 2010 BAG35 10 11 2010 15 12 2010 BAG35 10 11 2010 2011 LMP 6 E Report The Today screen is E Report s equivalent of an email inbox As reports are received summary details are displayed on the Today screen Reports that have not been read display in a bold font making them easily distinguishable from those that have been read normal font File View ToolBars Utilities Help O ro 9 Aet SZ history Qe IE LD search PN Loc Email Batch Save Batch G Batch 25 Prit RSA Today 21 Dec 2010 Click here to refresh Alert screen Reports received in the last 14 days 6 Description Unread report 20 12 2010 20 12 2010 z Date Re en 17 12 2010 14 12 2010 15 12 2010 10 11 2010 15 12 2010 10 11 2010 ELECTRIC PASSENGER GOODSTIFT ELECTRIC PASSENGER AND GOODS LIFT 2011 LMP Getting Started 7 To read a report double click on the appropriate summary details File View ToolBars Utilities Help In any correspondence relating to this report please quote District B700 HEALTH ANDSAFETY EXECUTIVE Poliey DEMO_ONLY THE PRESSURE SYSTEMS SAFETY REGULATIONS 2000 REPORT OF I
8. allows the action and overdue reminders for a particular report to be cleared File View ToolBars Utilities Help N OL 0 Alert A History ES Dates Y Graph 497 Search sh Loc Email Batch Save Batch dh Batch a Print Report User Comments User Comments Remove from Overdue List Remove Actions Reminder Cat Item Comments Reference To record a comment FieldName Action Resut Cd 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 Once selected the current report will no longer appear on the Reminder 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 wil appear in subsequent printouts NOTE There is no Save button in E Report Changes are saved automatically on exit from the screen Outstanding Defects list of the Alert screen 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 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 2011 LMP Printing opt
9. gt Clear All Items Clear Selected Items Depending on the currently selected tab selecting the Clear All Items option and clicking the 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 2011 LMP 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 Delete Report NOTE This option has no effect Reports cannot be deleted from E Report 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 al Date Received lient Client Name tory 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
10. 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 ob p mS 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 wil 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 wil 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 UA 2011 LMP 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
11. reports will be highlighted in blue Click the batch icon 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 File gt Print from the Menu Bar The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2011 LMP Graphs 32 E Report 6 Graphs From information contained within previously issued reports E Report produces graphs to show when the next inspection for a particular item of plant is due To access the graphing option click lem on the Tool Bar The Graph screen will open showing a graph of next thorough and next interim exams due within the current year File View ToolBars Utilities Help Oro 0 Alert Fa History a Dates E om LO Search PN Loc EmailBatch Save Batch ES Batch a Print Inspections Due Detail Inspections Due 2010 2011 LMP Graphs 33 To view the report listing for items due to be examined in a particular month click on the appropriate bar of the graph The view wil switch to the Detail tab for the chosen month File View ToolBars Utilities Help Or Y Alert EZ History N Dates IE LD search 5 Loc EmailBatch Save Batch ED Batch Print Inspections Due 1 Examination Due Within August 2010 Drag a column head
12. represent any single character Use to represent any series of characters C9 Cm 4 Click OK to apply The filter will remain in force until it is removed or until exit from E Report 2011 LMP Ia Index A attach documents 24 autoclense 21 B batch email 5 batch print 5 Ca changing a password 51 clear overdue inspections 20 completed inspections 35 custom filters 54 customize bar 54 D dataarea 4 documents attach 24 E edit displayed data 5 email batch 5 list 5 report 12 email multiple reports 5 exit 3 B ae filters custom filters 54 customize bar 54 filtering report lists 54 Qe grouping report lists 54 2011 LMP ignored items 35 zd e logon screen 3 markas read 5 mark as unread 5 menubar 4 N next exam 35 next interim 35 next through 35 not availables 22 P password 3 51 print multiple reports 5 R remove actions reminder 21 remove overdues 20 repair threshold 21 report type 38 Ss save list to file 5 setup filter 54 slack period 20 A toolbar 4 U user comments 12 username 3 O 2011 LMP
13. 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 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 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 Search Now to display the results of the search ABN 2011 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 Inp
14. N SERVICE EXAMINATION OF ITEM S WITHIN PRESSURE SYSTEM S 1 Name of user or of owner in DEMONSTRATION CLIENT the case of a mobile system or lessee Address of user ar of owner in ADDRESS OF LOCATION NUMBER 13 the case of a mobile system ADDRESS LINE 2 ADDRESS LINE 3 For the attention of MR J SMITH Location of the System if As above different to the above Type of examination and tests In service examination at work rest in accordance with the Written Scheme s of Examination carried out Written Scheme s of Examination Im e Mog s do the written scheme s Once the report has been read click Or to return to the Today screen To mark a report as Unread 1 Right click in the Data Area of the screen 2 Select Mark As Unread from the subsequent menu 3 The Today screen will refresh to show the report as Unread 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 or 28 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 2011 LMP Alert details Clicking on lt Click here to refresh Alert screen gt will display the Alert screen Ifthe Today page is reselected the view will alter File View ToolBars Utilities Help 3 Overdue Inspections 79 Outstanding Serious
15. 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 batch icon 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 File gt Print from the Menu Bar 2 The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2011 LMP Location 8 Location The Location view enables the viewing of reports for locations or policies To open the Location screen select s from the Tool Bar File View ToolBars Utilities Help em Email Batch Save Batch a Ben Pam ein A er DEMO ONLY DEMONSTRATION CLIENT Overdues Actions NotAvailables Current Plant Drag a column header here to group by that column emi _Juserrer EramDate Descrpon O O OO 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 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 Pl
16. RSA E Report User Manual 2011 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 Screen shots used in this manual are for illustrative purposes only The text of this manual is subject to change without notice Contents Table of Contents Part Getting Started 3 o 3 Mosepnrzieee 3 3 Screen Layout orria OO 4 4 Today nni unanai uin uimsL6euneniunli ee 5 Part Il Reports 12 Part Ill Alert 18 1 Overdue Inspections ds 20 2 JRO A AO 21 3 P Av
17. URE WINDOW CELL BA17 10 12 2002 NO 1 HIGH PRESSURE WINDOW CELL BA17 09 01 2004 NO 1 HIGH PRESSURE WINDOW CELL BA17 29 07 2008 NO 1 HIGH PRESSURE WINDOW CELL BA17 29 07 2008 NO 1 HIGH PRESSURE WINDOW CELL 8 7 Drag and Drop 27 07 2009 NO 1 HIGH PRESSURE WINDOW CELL BA 26 07 2010 NO 1 HIGH PRESSURE WINDOW CELL area Attaching documents E Report 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 E Report database This is the most secure method of saving a file as once saved the document cannot subsequently be altered e Document stored as link saving files as links creates a shortcut from the E Report database to the location in which the file is held Any changes made to the file will be reflected in the file accessed by E Report 5 Add a Document Description 6 Click OK to save the document or Cancel to abandon the file attachment 2011 LMP History 25 Report Li
18. a 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 Customization box while the data refresh is in progress Once a Grouping has been applied a sort or filter may be applied to the Grouped data 2011 LMP Advanced Features 55 Removing a Grouping 1 Ifa filter has been applied to a Grouping the filter must be cleared before the Grouping is removed e Click the down arrow on the required field e Select the All option from the subsequent listing 2 Now drag the field name from the Grouping Area down into the main area of the screen 3 Release the mouse button when a large cross appears over the field name The screen will refresh the view of the data Sorting Report Lists Report lists may be sorted either alphanumerically the default setting or reverse alphanumerically To apply a sort click on the field name against which the sort is to be applied The Report Listing with automatically refresh to reflect the sort Clicking again will reverse the sort order NOTE To sort by more than one column at a time sort the first column then hold down the Shift key and apply a sort to a second column and repeat as required Filtering Report Lists In addition to the Setup Filter s
19. ailable A 22 Part IV History 24 Part V Dates 28 Part VI Graphs 32 A eene eoe rien lue secdecootsiveceastadecaatsiviceeseacccents 35 Part VII Search 38 Part VIII Location 44 Part IX How To 50 SAA ALEnI LAVAL 50 2 Changing the Password uuusssnnsnnnennnnnnnennnnnnnennnnnnnnnnn nennen nenes 51 Part X Advanced Features 94 1 Setup Filter Rinne 54 2 Grouping Sorting and Filtering Report Lists eeeeeeeeeererenee nnne 54 Index 59 2011 LMP Getting Started Getting Started 3 1 Getting Started 1 1 Logging On Double click on the E Report icon to access the Logon screen E Report 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 Login Name Password 1 Enterthe 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 E Report are not case sensitive M BROWN M Brown and m brown are all valid However the use of punctuation or spaces between characters is r
20. ant with a report listing for each tab 2011 LMP Location as 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 File View ToolBars Utilities Help Q 9 Du VS D EmailBatch Save Batch ED Batch cA Print pow O aes Timm El DEMO ONLY DEMONSTRATION CLIENT Locld Location ADDRESS OF LOCATION NUMBER 1 ADDRESS OF LOCATION NUMBER 2 ADDRESS OF LOCATION NUMBER 13 ADDRESS OF LOCATION NUMBER 15 ADDRESS OF LOCATION NUMBER 21 ADDRESS OF LOCATION NUMBER 24 ADDRESS OF LOCATION NUMBER 25 ADDRESS OF LOCATION NUMBER 27 ADDRESS OF LOCATION NUMBER 32 1 Overdue Inspections Actions NotAvailables Current Plant Drag a column header here to group by that column pem user eemtaepeempn TI 04 01 11 ELECTRIC SERVICE LIFT to w 00 0 4Nn ooooooo on ooooooooo0 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 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
21. any combination of these inspection types 1 Select Utilities Configure from the Menu Bar 2 The Configure dialog box will open on the Alerts tab Configure bd Alerts Overdue Slack 0 Reports Overdue List Y Show overdue thorough Search Print V Show overdue interim fni Show overdue non statutory Internet V Defects Autoclense ok came 3 Click the tick boxes in the Overdue List box to toggle the inspection types on and off 4 Click Ok The Configure box will close and the Alert screen will automatically refresh to reflect any changes 3 2 Repairs Repair Threshold Three levels of repair categorisation are offered by E Report The repair thresholds are e Immediate Repairs only statutory repairs requiring immediate attention e Immediate and Time Qualified Repairs as above plus time qualified statutory repairs e All Repairs and Observations as above plus comments made by the inspector surveyor 2011 LMP 22 E Report 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 th
22. ch criteria click into the Current Reports Only box to turn the option off Building a search AQ search 1 Select from the Tool Bar 2 The Search screen will open 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 All Types Pressure Plant Lifting Equipment Lifts Electrical Local Exhaust Ventilation Power Press Not Availables Written Schemes PRESS Written Schemes LOLER Selecting any other type than All Types will restrict the returned search results to just one category of report 2011 LMP 4 Now build the search rules File View ToolBars Utilities Help PN O rio 0 alert History Los Dates al Graph A search sb Loc Limit search to Only search for Current Reports reports where ALL only i 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 riii 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
23. ddress 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 ABN 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 batch icon 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 File gt Print from the Menu Bar 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 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 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 1 Double clic
24. e 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 SNE 5 Click the 0 icon to return to the Alert screen The Alert screen will automatically refresh to reflect any changes NOTE There is no Save button E Report 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 most recent report through the use of Autoclense 1 Select Utilities gt Configure from the Menu Bar 2 The Configure dialog box will open on the Alerts tab j Configure zs Alerts Overdue Slack 0 Reports Overdue List V Show overdue thorough Search Print V Show overdue interim WEIL Show overdue non statutory Internet Defects Autodense ok j cancel Click into the Defects Autoclense box Click Ok The Configure box will close and the Alert screen will automatically refresh to reflect any changes win NOTE Autoclense does not clear repairs against older reports it simply hides them from view Not Available Report
25. ed to more than one field repeat the above steps to remove the filter on each field or 1 Click the cross on the Customize bar NOTE This will clear all filter criteria currently applied 2011 LMP Custom Filters and the Customize Bar The Customize Bar appears at the foot of the Data Area where any filter is applied The current filter will appear at the left hand end of the Customize Bar File View ToolBars Utilities Help O rw 0 Alert Fa History VN Dates I LO Search PN Loc EmailBatch Save Batch ED Batch a Print it Click here to refresh Alert screen Today 11 Jan 2011 Reports received in the last 14 days 0 lt No data to display gt Delete niet Deactivate filter X Description LIKE SERV 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 drop down arrow and choose Custom 2 A Custom Filter dialog box will open oc Show rows where Description a AND O OR Use _to represent any single character Use to represent any series of characters 2011 LMP Advanced Features 57 3 Complete the lines of the filter as required NOTE Input text should be surrounded by either or _ to allow for a section of the field to be searched oc Show rows where Description like SERVICE AND OOR E Use _to
26. elevant and where applicable should be maintained 1 2 Exiting E Report To exit E Report and close the program either e Select File gt Exit from the Menu Bar or e Click the cross in the top right hand corner of the screen 2011 LMP 4 E Report 1 3 Screen Layout All screens within E Report share a similar format Menu Bar File View ToolBars Utilities Help Que Yom Se Qe Bem e Email Batch Save Batch ED Batch CA Print it Click here to refresh Alert screen Today 21 Dec 2010 Reports received in the last 14 days 7 6 User Ref Exam Date Descriptio Date Received Today 21 12 2010 LASS 20 12 2010 ELECTRIC PASSENGER GOODS LIFT 21 12 2010 ba 20 12 2010 ELECTRIC PASSENGER AND GOODS LIFT E Date Received Last Week 17 12 2010 BBM14 14 12 2010 STEAM GENERATOR ROOM SW2 15 12 2010 BAG35 10 11 2010 NITROGEN RECEIVER 15 12 2010 BAG35 10 11 2010 NITROGEN RECEIVER e Menu Bar this consists of File View Toolbars Utilities and Help menu options and remains static throughout E Report e Tool Bar the main navigational point within E Report Click on a Tool Bar option to move to that screen e Data Area information requested from E Report is displayed in the Data Area Data displayed and actions that can be carried out on the data vary from screen to screen 2011 LMP Getting Started 5 1 4 Today After logging in E Report will open onto the E Report Today screen File
27. eparate filters may be applied to the field titles 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 If necessary add additional field names 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 Customize box to the required point on the screen and release the mouse button iv Repeat if required and then close the Customize box click the cross in the top right hand corner to refresh the view of the data 2 Click the down arrow on any of the field names and 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 Custom Filters section for more information e Blanks displays all items which have a blank value in the currently selected heading e NonBlanks displays all items which do NOT have a blank value in the currently selected heading The drop 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 2 Select the All option from the subsequent pick list NOTE If filters have been appli
28. er here to group by that column mm semet Jeamone fuesen A 536 26 07 2010 PORTABLE HORIZONTAL AIR RECEIVER 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 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 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 2011 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 z Columns Actions Complete 2 Form Name 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 f
29. ext exam Print Show completed examinations k ganh Show ignored items Internet L o J ow 4 Set the required Graph options e Show next through dates selected by default and shows inspections yet to be carried out e Show next interim 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 2011 LMP e Show completed examinations selecting this 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 2011 LMP 7 Search Search enables the creation of lists of reports that meet user defined criteria File View ToolBars Utilities Help O rio 0 alert 2 History e Dates Graph 2 Search PN Loc Email Batch Save Batch G Batch 2a Print Report Types to Search armes y E OR Rows Together EEE Search Results User Ref lt No data to display gt 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 sear
30. 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 2011 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 z acions Compiete 2 Form Name 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 PIES 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
31. for 23 December Drag a column header here to group by that column 14 12 2010 STEAM GENERATOR ROOM SW2 14 12 2010 STEAM GENERATOR ROOM SW2 14 12 2010 STEAM GENERATOR ROOM SW1 1442 2010 STEAM GENERATOR ROOM SW1 14 12 2010 STEAM GENERATOR ROOM SW1 1442 2010 STEAM GENERATOR ROOM SW1 14 12 2010 STEAM GENERATOR ROOM SW1 E Description 14 12 2010 STEAM GENERATOR ROOM SW2 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 By default 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 will 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 Delete Report 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 List to
32. ghout 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 batch icon 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 File gt Print from the Menu Bar The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2011 LMP 5 Dates The Dates screen provides details of reports received on a particular day or in a particular month Dates ED To access the Dates screen select a from the Tool Bar File View ToolBars Utilities Help ES 4 e History A Dates OES A Search EN Loc gt Email Batch Save Batch DD Baten E Print 4 December 2010 January 2011 February 2011 Mon Tue Wed Thu Fri Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri 2 30 1 2 3 5 2 4 6 7 8 9 10 12 5 6 7 9 10 11 3 wx D 1 5 HU 19 12 13 14 16 17 18 2 2 22 24 26 19 20 21 23 24 25 27 28 29 30 31 26 27 28 30 3 4 10 11 C Today 23 12 2010 12 Inspection Reports for December Inspection Reports for December 0 Inspection Reports
33. hand comer IS 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 EI 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 Email Batch on the Tool Bar 3 Input the email address of the recipient s in the blank email which opens 4 Add a subject line and any necessary message 2011 LMP 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
34. ions Information contained within printed copies of reports can be customised to include user comments on the printed reports and include the selected item ID at the top of a report NOTE Once applied the selected options will be retained within E Report unless until they are reset User comments Item ID 1 2 4 Select Utilities gt Configure from the Menu Bar The Configure dialog box will open on the Alerts tab f Configure X Alerts Overdue Slack 0 Reports Overdue List Y Show overdue thorough Search Print V Show overdue interim fuir Show overdue non statutory Internet V Defects Autoclense l Cancel Move to the Reports tab Configure X Alerts Reports Search Indude user comments on report extracts Annotate top of report with selected item id Print Graph Internet La Cana Place ticks in the appropriate box es as required and click OK to apply the setting s Exporting a report A report may be saved to a file or emailed from E Report To save a report 1 2 3 4 Right click in the Data Area of the report Select Save As from the subsequent menu 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 Click Save To email a report 1 Right click in the Data Area of the report 2 Select e mail report to from the subsequent menu 3
35. isting 1 Right click in the Data Area of the screen 2 Select Save List to file from the subsequent menu 2011 LMP 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 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 2 Columns ctions Complete a ddress Attention of Client Name Comments ZNA1 Condition Current Report Date Received District Examination orm Name History 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
36. k on the required item to view the last received report 2 Select the User Comments tab at the top of the screen 3 Click into the Remove from Overdue List tick box 4 Add any necessary detail in the User Comments field 5 Click the 0 icon to return to the Alert screen The Alert screen will automatically refresh to reflect any changes NOTE There is no Save button E Report 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 2011 LMP Alert 21 To increase the Overdue Slack 1 Select Utilities gt Configure from the Menu Bar 2 The Configure dialog box will open on the Alerts tab 1 Configure X Alerts Overdue Slack 0 Reports Overdue List Y Show overdue thorough Search Print V Show overdue interim Graph Show overdue non statutory Internet V Defects Autodense J ew 3 Click into the Overdue Slack box and input the number of days grace required 4 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 overdue interim overdue non statutory or
37. l be sent as attachments to the email ABI 2011 LMP Graphs 35 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 batch icon on the Tool Bar 3 The standard Windows print control box willthen open offering a choice of printer Make any necessary changes and then click OK Printing report lists 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 6 1 Graph options The default options on the Graph screen can be altered to amend the information graphed and displayed 1 Select Utilities gt Configure from the Menu Bar 2 The Configure dialog box will open Configure bd Alerts Overdue Slack 0 Reports Overdue List V Show overdue thorough Search Print V Show overdue interim Graph Show overdue non statutory Internet V Defects Autodense a J cms 3 Click on the Graph option Configure 9s Alerts TAE V Show next thorough dates V Show next interim dates Search Show n
38. n box 5 Repeat as required and then close the Customization box click the cross in the top right hand corner PONT 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 WNE 2011 LMP 4 5 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 EN 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 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 throu
39. plying a Setup Filter 1 Select Utilities gt Setup Filter from the Menu Bar 2 The Filter Setup dialog box will open Filter Setup Filter Control Combination Filter On And Reports of Type an Types M Filter Off Or PP Additional Filter Rules tNone x None None None OK Cancel Select Filter On in the Filter Control box Tf a restriction on the type of report is required click the drop down arrow in the Reports of Type box and select the appropriate report 5 Apply Additional Filter Rules as required NOTE The Additional Filter Rules are constructed in the same way as a Search 6 Click OK to apply the filter or Cancel to abandon the changes Aw NOTE Once a filter has been applied E Report will retain the filter between logins Once the filter is no longer required return to the Filter Setup dialog box select Filter Off in the Filter Control box and then click OK Grouping Sorting and Filtering Report Lists E Report 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 of the screen ii Select Edit Displayed Data from the subsequent menu ii Drag the appropriate field name from the Customization box to the required point in the Grouping Are
40. rom 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 PIES 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 ob p mS 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 wil 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 wil 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 wil
41. s listed on the Not Availables tab are reports of non inspection Reasons for the non inspection are detailed within individual reports Contact details in order to rearrange an inspection are included within each report 2011 LMP Histor 4 History The 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 f History been viewed clicking will have no effect gt e report Electronic Inspection Reports ollox File View ToolBars Utilities Help s Today Alert History VN Dates A Graph A 7 Search sh Loc 3 y x a T Email Batch Save Batch 42 Batch lt gt Print Plant Item information Item Id BAIT Location INSTITUTE User Ref Description NO 1 HIGH PRESSURE WINDOW CELL Manufacturer Makers Number Date of Make SOL SWL 6000 PSI List of reports received for item Exam Date Description BA17 08 02 2005 NO 1 HIGH PRESSURE WINDOW CEL BA17 25 04 2005 NO 1 HIGH PRESSURE WINDOW BA17 08 05 2006 NO 1 HIGH PRESSURE WINDOW CELL BA17 23 06 2006 NO 1 HIGH PRESSURE WINDOW CELL BA17 06 07 2007 NO 1 HIGH PRESSURE WINDOW CELL BA17 16 14 2000 NO 1 HIGH PRESSURE WINDOW CELL BA17 12 01 2001 NO 1 HIGH PRESSURE WINDOW CELL BA17 20 1 2001 NO 1 HIGH PRESS
42. st report and then hold down the Control key and click on the other required reports NOTE Selected reports wil 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 wil 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 UA 2011 LMP Printing multiple reports 1 un 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 batch icon 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 File gt Print from the Menu Bar The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK O 2011 LMP Reports 12 E Report 2 Reports To vie
43. sting The Report Listing offers a number of options Right click in the Data Area to view the options menu Save List to File Delete Report 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 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 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 wil open Customization 3 Columns Actions Complete 4 7 orm Name 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 Customizatio
44. t of the group NOTE Selected reports will be highlighted in blue Click the batch icon 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 SR Printing report lists 1 Select File gt Print from the Menu Bar 2 The standard Windows print control box will open offering a choice of printer Make any necessary changes and click OK 2011 LMP 9 9 1 How To Email Options Email options within E Report can be customized depending on the local email system 1 Select Utilities gt Configure from the Menu Bar 2 The Configure dialog box will open Configure X Alerts Overdue Slack 0 Reports Overdue List Y Show overdue thorough Search Print V Show overdue interim SER Show overdue non statutory Internet V Defects Autodense Cancel 3 Click on the Internet option Configure Alerts Emailling Lists Reports Send as excel Search Send as csv Send as html Print Result limit 50000 Graph en 60 seconds m V Use local email system when emailling Y Email reports as PDF V Check for available upgrade on login o Jf cw 4 Setthe required Email options e Emailing Lists by default lists are sent as html attachments but options for xls and csv formats are available e Local email system by default emails are sent via E Report s built in email package
45. ut 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 O O iY E Repairs by Severity It is possible to search for repairs by severity However within E Report 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 Observations Clear LEN UO Criteria available on the Severity field are Is less than Is greater than Is exactly Is not 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 Search Results 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 l
46. ut 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 ob p mS 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 wil 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 wil 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 ABI 2011 LMP Location 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 las
47. w 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 File View ToolBars Utilities Help O ro 0 Aet SB History nates MB cram AQ ser gh Loc Email Batch Save Batch G2 Batch I Print In any correspondence relating to this report please quote District B700 HEALTH ANDSAFETY EXECUTIVE Poliey DEMO_ONLY THE PRESSURE SYSTEMS SAFETY REGULATIONS 2000 REPORT OF IN SERVICE EXAMINATION OF ITEM S WITHIN PRESSURE SYSTEM S Name of user or af owner In DEMONSTRATION CLIENT the case af a mobile system or lessee Address of user or of owner in ADDRESS OF LOCATION NUMBER 13 the case of a mobile system ADDRESS LINE 2 ADDRESS LINE 3 For the attention of MR J SMITH Location of the System if As above different to the above Type of examination and tests In service examination at work rest in accordance with the Written Scheme s of Examination carried out Written Scheme s of Examination Bee a El 8B do the written scheme s 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 2011 LMP Reports 13 User Comments Uniquely electronic reporting offers a User Comments section as a separate tab This enables the tracking of actions performed as a result of the report and also
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