πŸ“Š How to generate reports

Audience: FaultFixers Admins, Managers. How to create reports from reoccurring planned preventative maintenance checks.

Updated over a week ago

One of FaultFixers' many capabilities is building reports from events related to recurring Jobs which can be especially useful for compliance purposes as well as audits.

It is often required to present evidence of service records, for example, data on regular fire alarm maintenance, and even show what measures have been taken if and when something is not up to standards.

A typical use case is providing evidence of the last 3 months of reports on a specific check. There are several ways FaultFixers can be used for this purpose.Β 

Download the PPM list

On the left-hand side menu, head over to PPM Tasks.

Use the filter box to type in the PPM name you are after, for example, "annual boiler gas", as shown in the example below. By using the filter box, you can filter PPMs that have only taken place in a specific Building.

Once you see the list, you can right-click and export all PPMs into CSV. This will only download the information that appears in the columns of the PPM Task list.

Download the Occurrences

You can also download Occurrences within a PPM. Each occurrence shows when a specific check has taken place.

The 'Open' Tab shows those Occurrences that are either 'In Progress' or yet to be completed 'New'.Β 

As seen in the video below, make sure to select the right filters, such as the date. This can be done by using the calendarΒ and searching, for example, which checks have taken place in the last 3 months for the Weekly Fire Alarm Tests PPM.

Once you see the occurrences list you are after, you can right-click and download it into CSV files.

You can also see and download the Forms within each Occurrence, which can be accessed by clicking on the Occurrence and navigating up to the 'Forms' tab. You'll also see any comments and media related to each specific check on the 'Media' Tab.

Search Forms directly

It is also possible to go straight to Forms on the left-hand side menu, type in the Form name, and see a list of all forms that have been completed for a specific PPM.

You can click on any form, print it, download it, or share it via email.

If you need more help, you can always get in touch with us at support@faultfixers.com.

Happy Days! πŸ˜€

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