Home > SI 2016 Documentation > User Guide > Reports > Standard Reports > Check List Reports

Check List Reports

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Details

 

This page describes the Check List reports that are available in SI 2016: Check List, Check List (Bulk Wire not Ordered), Check List (With Order Status), Check List (Install Status)*.

 

*Check List (Install Status) displays under Installation Reports.

Definitions

 

These reports have the following default Report Definitions:

 

 

 

These Report Definitions have the following Parameters, the default being not to show OFE or Labor Items in the report:

 

 

Each Report Definition has its own Sorting defaults:

 

Layout and Fields

 

This example was run "By Location":

 

In all three Check List reports, the Client information, report name, Modified, and Revision fields only display on the first page.

 

check list body.jpg

 

Subsequent pages just list your company name and phone number in the page header:

 

check list 2nd page.jpg

Body

 

The fields that display for each item on each report are as follows.

 

Check List

 

check list body.jpg

 

OK (check box), Location, System, Manufacturer-Model, Component ID, Category, Subcategory, Comments (line).

 

Check List (Bulk Wire not Ordered)

 

check list bulk wire body.jpg

 

OK (check box), Manufacturer-Model, Part Number, Order Status, Wire Length, Comments (line).

 

This report requires that you set your Bulk Wire to "Not Ordered". See Order and Install fields.

 

Check List (With Order Status)

 

check list order status body.jpg

 

 

OK (check box), Manufacturer-Model, Component ID, Order Status, Wire Length, Comments (line).

 

This report requires the use of Order and Install fields

 

Check List (With Order Status)

 

 

OK (check box), Manufacturer-Model, Component ID, Task Number, Install Status, Installed Date, Install Notes.

 

This report requires the use of Order and Install fields.

 

Page Footer

 

page footer.jpg

 

The footer lists the project number and page number.

Last modified
11:38, 23 Feb 2016

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