Reports
Contents
- 1 Reporting
- 1.1 Common Filter Criteria
- 1.2 Report Display Options
- 1.3 Report Sort Order
- 1.4 Report Output
- 1.5 Equipment Reports
- 1.6 PPM’s And Standard Jobs
- 1.7 Work Orders
- 1.7.1 Cost Code Analysis
- 1.7.2 Overdue Work Orders
- 1.7.3 Due Date Performance
- 1.7.4 Maintenance Efficiency
- 1.7.5 Selective Work Orders
- 1.7.6 Work Order Priority
- 1.7.7 Current Load Status Analysis
- 1.7.8 Work Schedule Planner
- 1.7.9 Downtime Analysis
- 1.7.10 Gross Load Status Analysis
- 1.7.11 Performance by Priority
- 1.7.12 Number of Jobs Analysis
- 1.8 Labour Resources
- 1.9 Inventory
- 1.10 Certification Reports
Reporting
Common Filter Criteria
Reports within the application used some common shared filters, these are documented below.
Equipment Filter
The equipment filter, a common element amongst many equipment based reports allows equipment rages to be selected for the report based upon the following criteria.
- Equipment Code (Discreet or range value ‘please refer to equipment range filter’)
- Obsolete Status
- Equipment Location
- Site
- Location
- Sub-Location
- Asset Group
- Manufacturer
- Equipment Type
- Equipment Template
Equipment Range Filter
The equipment range filter used in many reports is designed to allow flexible selection of equipment items. It comprises of 2 fields a ‘start equipment’ and ‘end equipment’. Dependant what is entered into these fields will affect the records returned.
An example equipment item list will be used to show how this works.
If we have a list of ten equipment items;
AC1, AIR1, BELT1, BELT2, CON1, CON2, DRV1, FAN1, MOTOR1, SPR1
The table below shows example outcomes, in all instances the outcome indicates that records matching the equipment list will be returned, this is in conjunction with any other filter criteria that the report may be using.
|
Start Equipment |
End Equipment |
Outcome |
|
Blank |
Blank |
Complete list of equipment items |
|
CON2 |
Blank |
Consecutive list of items from CON2 untilt he end of the list |
|
BELT1 |
FAN1 |
Consecutive list of items starting at BELT1 and ending with FAN1 |
|
MOTOR1 |
MOTOR1 |
The specific equipment item |
Consecutive list are all equipment items that ‘fit’ between the selected start and end alphanumerically. In the above example, the range BELT1 to FAN1 would return;
BELT1, BELT2, CON1, CON2, DRV1, FAN1.
Standard Job Filter
The standard job filter is a common element amongst many standard job reports and allows for standard jobs to be selected based upon the following criteria
- Standard Job Code
- Description
- Part of a standard job description
- Asset Group
- Initial status (Job Status)
- Site
- Task Type
- Craft
- Job Type
- Priority
- Labour Resource
Date Ranges
The majority of reports contain a date range filter. This is normally comprised of a ‘start date’ field and an ‘end date’ field. The date being used for comparison can vary but the way in which the comparison work is the same unless otherwise specified.
If no date range is selected, i.e. the date fields are left blank then no date range filter will be applied. It should be noted however that on some reports the date range is mandatory.
General Item Range Filters
A common feature amongst several of the reports is the range filters. This is normally comprised of a ‘start item’ field and an ‘end item’ field. Although the labelling of these may vary the principle behind how they work remains the same irrespective of the field they are being compared to. In the same was as for the equipment ranges filter the records returned by the report will be filtered to any items that fit in an alphanumeric sequence between the selected start and end points.
So for example if we had a sequence or items;
A, B, C, D, E, F, G, H, J
If the ‘start item’ was set as ‘B’ and the end item was set as ‘G’ then the records returned would only be those that contained B,C,D,E,F,G.
If no range is selected, i.e. the fields are left blank then no range filter will be applied. It should be noted however that on some reports the range filter may be mandatory.
Some typical examples of these are;
Inventory Item Range Filter
Store Range Filter
Supplier Range Filter
Report Display Options
Each report has selection of display options that allow the user to control the appearance of the reports. The ability to do this is stored on a per user basis; please refer to the user accounts section for more information on activation.
Common Display Options
Hide Filter Details
This option if checked will supress the filter details section of the report from being output.
Report Theme
This allows the user to select an output theme or style for the report. The theme selected affects the colour and other appearance aspects of the report output. Please refer to the system configuration help for report themes for more information.
Excel Friendly Output
If this option is checked then the report output should be formatted to a more suitable format for export to excel.
Report Sort Order
Where applicable, tables and matrix reports, the records can be sorted by using the column headers in much the same way as a scan form in the system. All reports do open with a pre-defined sort order but this is easily changed by clicking the ‘up/down’ arrow displayed in the column header.
Report Output
As well as being printed reports can be exported out to various formats b using the export button located in the page navigation section of the report viewer.
By clicking the drop down a list of export options will be presented allowing export directly to Microsoft Excel, Microsoft Word or PDF format.
When an option is selected you will be presented with a window prompting if you wish to save the generated file or simply open it for viewing.
Equipment Reports
Equipment List
Ref: AG3_001
Description
Provides a tabular sortable listing of all equipment stored in the system with ability to filter the list using various criteria.
Operational Criteria
Results are returned based upon equipment records matching one or more of the following selectable filter criteria. If no criteria are selected then all applicable equipment records are returned.
- Equipment Filter
Aims
The report is designed to provide the end user with a definable printable listing of equipment.
Results Analysis
Not applicable.
Pareto Analysis
Ref: AG3_002
Description
This report provides a graphical representation or tabular listing of equipment showing amount of maintenance resource used by each item. This is done by analysis of work orders within a given date range. The basis for analysis can be selected by the user at runtime and includes options for different aspects of time and cost analysis.
Operational Criteria
For both chart and list reports results are returned based upon work order records meeting the selectable filter criteria;
Pareto
Basis of analysis
This is where the user selects what is to be used as the basis for calculating resource usage; each is calculated against individual equipment items.
|
Selection |
Description |
|
Labour Hours |
Work time plus travel time (if applicable) |
|
Labour Cost |
Labour Hours (as above) multiplied by the rate for the time period |
|
Material Cost |
Overall cost of inventory items issued to work orders plus any other associated material costs. |
|
Down Time |
Total of down time recorded or calculated on work orders |
|
Total Cost |
Labour cost (as above) plus the material cost |
|
Number of jobs |
Total number of work orders raised |
- Work Order start date range
- This will include any work orders that have been raised against the equipment item where the work orders start date is within the specified date range
- Percentage of items / Number of items
- This represents the number of items to be returned that meet the filter criteria. The items selected are based upon the ‘top’ matches meeting the selected analysis method and criteria.
- Equipment filter
So for example; if the user wanted to examine the ten highest maintenance cost items, between 01/01/2010 and 01/01/2011 based upon the overall labour cost of work order orders raised against the equipment. The Pareto filter would be set thus;
Basis of Analysis Labour Cost
Start date => 01/01/2010
Start Date <= 01/01/2011
Percentage of items 0
Number of items 10
Equipment filter Default settings
Aims
This report is designed to help to reduce maintenance costs and down time. The report aims to provide the end user with an analysis of equipment items that are using the highest volume of maintenance resources; time, material etc. based upon the selected analysis method. From these results further targeted analysis of specific equipment can be made with a view to reducing maintenance costs by perhaps application of additional or revised planned preventative maintenance schedules, use of harder wearing components or even equipment replacement.
Results Analysis
Pareto List
Depending on the analysis method selected the grid initially opens sorted showing the items which have used the highest quantity of the selected resource first.
Items where the percentage total is high are the items using the most resource. The causes of the high resource usage should be investigated further.
The cumulative percentage (%Cummul) shows a running total of the percentage totals. Once this value reaches 100% there are no more items within the current sort where resource has been used.
Pareto Chart
The chart displays equipment items on the y axis and the selected analysis method on the x axis. The screen capture below shows ‘labour cost’. Again the items displaying the highest values are those using the most resources and causes should be looked into.
Equipment Averages
Ref: AG3_003
Description
This report provides a tabular breakdown of equipment costs and downtime for a given date range. The report also provides an overall average cost value for each asset within the selected filter criteria.
The report returns;
Equipment code
Equipment description
Site
Location
Total jobs
Total cost of stock issued to work orders raised against the equipment item
Total of other costs incurred
Total of labour costs
Total time (labour hours) which includes work time plus travel time
Total number of down time recorded/calculated on work orders
Operational Criteria
Results are returned based upon equipment records matching one or more of the following selectable filter criteria. If no criteria are selected then all applicable records are returned.
- Work order start date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders start date is within the specified date range.
- Equipment filter
The report calculates the total for the selected equipment range from any work orders that have been raised against the equipment where the work order start date is within the selected date range.
Aims
The report aims to provide the end user with average time/cost figure for the selected filter criteria. For example the average amount of down time for equipment within a specific location. It also provides the user with a total time/cost for each equipment items within the given date range.
Results Analysis
Any equipment items in the list showing a high cost value should have the causes of this high value investigated. By using suitable filters this report can be used to show specific areas, locations or grouping of equipment where the average costs are higher than others. This information can then be used in the scheduling and prioritisation of preventative maintenance.
Equipment Aggregates
Ref: AG3_004
Description
This report provides a tabular breakdown of equipment costs and downtime for each job type for a given date range. The report also provides an overall total cost value for each asset within the selected filter criteria.
The report returns;
Equipment code
Equipment description
Site
Location
Job type
Total jobs
Total cost of stock issued to work orders raised against the equipment item
Total of other costs incurred
Total of labour costs
Total time (labour hours) which includes work time plus travel time
Total number of down time recorded/calculated on work orders
''''Operational Criteria
Results are returned based upon equipment records matching one or more of the following selectable filter criteria. If no criteria are selected then all applicable records are returned.
- Work order start date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders start date is within the specified date range.
- Equipment filter
The report calculates the total for the selected equipment range from any work orders that have been raised against the equipment where the work order start date is within the selected date range.
Aims
The report aims to provide the end user with a cost analysis breakdown for job types and equipment. The report could be used as a follow on from the Pareto report to look at the types of work carried out against equipment items identified as having high costs.
For example;
The Pareto report identifies the equipment item LF-02 as using having high costs.
It therefore makes sense to investigate further the reason for these high operational costs. If the plant aggregates report is then executed with a suitable filter the types of work carried out against this equipment can then be assessed.
From here we can see that the highest contributing factor towards the costs were breakdown repairs. Having identified this item, corrective steps can be taken to try to increase reliability and reduce costs.
Period Equipment Performance
Ref: AG3_005
Description
This report returns a tabular list of equipment items showing figures for all work orders raised against an equipment item that meet the filter criteria. Costs can be broken down into individual work orders. The report can be operated in a summary or detail mode, allowing the work order details to be hidden.
Summary View
Detail view
The report returns;
Equipment code
Equipment description
Site
Location
Work order number
Job type description
Total jobs (grouped by job type)
Total cost of stock issued to work orders raised against the equipment item
Total of other costs incurred
Total of labour costs
Total time (labour hours) which includes work time plus travel time
Total number of down time recorded/calculated on work orders
Operational Criteria
Results are returned based upon work order and equipment records matching one or more of the following selectable filter criteria. If no criteria are selected then all applicable records are returned.
- Work order start date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders start date is within the specified date range.
- Job type
- This allows a single job type to be selected for the report so that specific types of work can be selected. Selecting ‘null’ is the same as selecting all.
- Summary
- Option checked will produce a summary report hiding the work order detail
- Option un-checked will produce a detailed report showing work order detail.
- Equipment Filter
The report provides a total calculation at the end of the report showing overall sum totals for each applicable column.
Aims
The report aims to provide a total cost analysis for work orders generated within a given period, with facility to examine specific types of work. For example, with a suitable filter applied this report could show the overall labour cost of all work orders for the first quarter of the year.
Results Analysis
The results are used to find areas of high operational maintenance costs, from this problematic equipment can be identified and addressed with a view to reducing costs.
Equipment Breakdown
Ref: AG3_006 / AG3_007
Description
This report has a summary and detailed mode and shows key dates and amount of down time for work orders where the job type is a ‘breakdown’ type job, that are not PPM jobs and that meet within the filter criteria.
Detailed
This shows a tabular list of all work orders meeting the filter criteria, grouped by equipment item with total down time for each work order.
The detailed report returns;
Equipment code
Equipment description
Site
Location
Work order number
Job description
Completion comments
Date/time occurred
Date/time reported
Date/time started
Date/time completed
Date/time online
Total downtime (minutes)
Summary
The summary report does not show any work order detail but provides for each equipment item a summary of totals, overall downtime and averaged totals.
The summary report returns;
Equipment code
Equipment description
Site
Location
Total numbers of jobs (against equipment)
Time difference occurred to reported
Time difference reported to started
Time difference started to completed
Time difference completed to online
Total downtime (for equipment item)
Operational Criteria
Results are returned based upon work order and equipment records matching one or more of the following selectable filter criteria. If no criteria are selected then all applicable records are returned.
- Work order start date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders start date is within the specified date range.
- Equipment filter
The results are also filtered automatically by job type. The report will include any jobs where the work order type has been marked as a breakdown type job in the work order type definition, within standing data. (Please refer to job types for more information).
(Standing data >> work orders >> work order type codes)
Average values are calculated by summing the time difference for each element and dividing by the number of jobs.
Aims
The report aims to provide the user with a performance analysis of how well breakdown type jobs are being handled and additionally the performance of equipment based upon the average amount of downtime.
Results Analysis
Ideally in this report the average times and amounts of downtime need to be low figures. Lower figures indicate better performance.
Equipment MTBF
Ref: AG3_008
Description
This is the mean time before failure report which is designed to show the average time between breakdowns, attendance to breakdowns and repair time. This is done using 3 charts, displaying the summary element on the x-axis and averaged time on the y-axis. The summary element is the amount of detail you want to show; asset, grouped by sub-location, grouped by location or grouped by site with asset being the highest detail level. The final page shows the actual and average figures used in the calculations in a tabular listing.
Operational Criteria
Results are calculated and returned based upon selected filter criteria and operational parameters.
- Work order start date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders start date is within the specified date range.
- Exclude Jobs > Mins
- This will exclude any jobs that took longer than the specified time in minutes. This is to allow for circumstances where an item of equipment is offline for lengthy periods of time, for example if awaiting parts. Incorporating such figures into the calculations would produce an unrealistic analysis. The time period can be specified according to requirements.
- Exclude Response > Mins
- This will exclude any jobs where the time taken to attend was greater than the time specified in minutes. As above even odd instances where the time taken to attend was unusually large compared to the normal could result in unrealistic analysis.
Job exclusion example;
If we look at 5 jobs, where the part replaced and procedure was the same and time taken to repair in minutes was 10, 12, 14 and 9 on the first four and then due to awaiting parts the fifth job took 150 minutes then the average across these is 40m12s but looking at the times involved when parts are available the job only takes on average 11m25s.
- Summary Level
- This determines to what degree the charts should be broken down;
- Sites
- Locations
- Sub-Locations
- Individual Equipment
- This determines to what degree the charts should be broken down;
- Equipment Filter
Calculation Methods
Mean Time between Failures
Mean Time to Attend
Any jobs where the time to attend exceeds the specified ‘Exclude Response > Mins’ value are excluded from the calculation.
Mean Time to Repair
Any jobs where the repair time exceeds the specified ‘Exclude Jobs > Mins’ value are excluded from the calculation.
The calculated values are also displayed in the tabular listing.
Aims
The report aims to highlight weaknesses within the operation process model by identifying frequently failing equipment or breakdowns resulting in large amounts of down time.
Results Analysis
Items showing a low number of days on the ‘mean time between failures charts’ do indicate frequent breakdowns. Ones where the number of days between breakdowns is higher do suggest higher reliability. Using this in conjunction with the ‘time to attend’ and ‘time to repair’ charts identifies problems within the process for which the causes can then be investigated.
Taking as a quick example from the charts shown earlier in this section;
It can be seen from the MTBF chart that the item ‘AC1’ breaks down quite regularly, on average every ten days. However looking at this item on the ‘time to repair’ chart shows that it does not on average take long to repair and likewise using the ‘time to attend chart’ it can be seen that it doesn’t take long to get to the job. So although it is viewed unreliable the resultant downtime time is not comparatively significant compared to other items. So in this scenario the reasons for the unreliability should be investigated and addressed.
Again looking at the MTBF chart it can be seen that the item ‘board’ is more reliable than ‘AC1’, but looking at the other charts shows that the time taken to attend the job is on average much less than for ‘AC1’ but the time taken to repair the equipment is significantly greater than ‘AC1’. From this analysis the downtime of the item ‘board’ is greater than that of ‘AC1’. In this scenario the repair process and method should be investigated with a view to reducing repair time.
PPM’s And Standard Jobs
Standard Job review
Ref: AG3_101
Description
This is a listing of standard jobs returned as a grouped tabular listing of costs incurred on completed jobs generated from standard jobs. The report is broken down into individual work order detail showing costings for each work order with totals. The report is passed 2 operational parameters, which are used as percentage variances from standard to highlight individual work orders that are outside of acceptable tolerance.
The totals columns on the report are then colour coded according to whether they meet tolerance or exceed it. By default green is used for acceptable the lower variance (Amber) and the higher variance (Red) but these colours can be changed dependant on selected report theme.
The report returns;
Standard job code
Standard Job Description
Labour Hours (As defined the job, i.e this job should take 1 hour)
Material Costs (As defined for the job, i.e. this job should cost £25.00 in materials)
Material Costs (As defined for the job)
Work Order Number
Equipment Item Code
Equipment Description
Actual labour cost
Actual material cost
Actual other costs
Operational Criteria
Results are returned based upon filter criteria and operational parameters which conditionally control the background colour of the actual costs cells.
- Work order completion date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders completion date is within the specified date range.
- Amber Percentage (Over or Under)
- This figure represents the +/- percentage tolerance allowed for the actual material and time costs. If the figures exceed tolerance by this figure then the colour will change to whichever colour is designated as ‘amber’ by the current report theme. For example if the tolerance is set to 20% and if the planned material costs should be 10.00, then if the actual cost was between 8.00 and 12.00 then the cell colour will be ‘green’ but if it is less than 8.00 or greater than 12.00 and inside of the red percentage tolerance it will be displayed as the ‘amber’ colour.
- Red Percentage (Over or Under)
- This figure represents the +/- percentage tolerance allowed for the actual material and time costs. If the figures exceed tolerance by this figure then the colour will change to whichever colour is designated as ‘red’ by the current report theme. For example if the tolerance is set to 50 and the planned material costs should be 10.00, then if the actual material costs were less than 5 or greater than 15 then the cell colour would be displayed as whatever is defined as the red colour in the report theme.
Further cost tolerance example;
Based on planned material costs being 10.00, amber tolerance set as 20% and red tolerance set as 50 %
|
Actual Cost |
Cell condition |
|
Between 8.00 and 12.00 |
Green |
|
>5.00 and <8.00 to >12.00 and <15.00 |
Amber |
|
<5.00 and >15.00 |
Red |
- Standard Job Filter
Aims
The report aims to provide an overview of planned works highlighting where PPM costs exceed planned expectations.
Results Analysis
By examining where costs do exceed expected values frequently on the same job it should be investigated why this is and may result in a requirement to increase or decrease the planned values on the job.
Standard Jobs
Description
The report can be run in 2 modes, detail and summary.
Detail
The detail report returns a listing with a section of detail on each PPM record that meets the selected filter criteria. The section contains details of the PPM, each task and the required crafts.
Summary
The summary report returns a tabular listing of each PPM record that meets the selected filter criteria.
Operational Criteria
In either mode the report will return records matching the following filter criteria.
- Standard Job Filter
Aims
The report is designed to provide the end user with a definable printable listing of standard jobs.
Results Analysis
Not applicable.
Work Orders
Cost Code Analysis
Ref: AG3_203
Description
This report returns a cost analysis of work order costs broken down by cost code. The report has both detailed and summary sections. The first section is a summary table showing totals for each cost centre. The second section shows the supporting data by using individual work order detail with costing on each grouped by the cost code.
The report returns;
Cost Code
Description (Cost Code description)
Work order number
Description (Work Order Description)
Start Date
Transaction Date
Labour Cost
Material Cost
Other Costs
Operational Criteria
Records are return based upon work orders and/or equipment items meeting the selected filter criteria.
Work Order selection
- Cost Code Range
- Cost codes to be analysed, leave ‘Null’ for all.
- Job Type
- Craft
- Job status
- Work order start date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders start date is within the specified date range.
- Work order completion date range
- This will only include any work orders in the cost and time calculations that have been raised against the equipment item where the work orders completion date is within the specified date range.
Equipment Selection
- Equipment Filter
The report will use the cost code associated with an inventory movement on the work order first, if no movement record exists then it will use the work order cost code for grouping and calculations.
The report supports 2 work order date range this allows for analysis to be made on open or completed work orders within a specific period.
Aims
The report is designed to provide the end user with a cost analysis for all of the cost centres defined within the system with facility to break this down to specific equipment, locations or periods.
For example;
This report could be used to determine the total cost for a specific type of job, i.e. breakdowns, for the different cost centres for work orders completed in a defined period, i.e. the second quarter.
Results Analysis
The report can be used to identify the highest cost centres; from their individual work order costs can be examined. The ultimate aim of this report is to assist in reducing costs in high cost areas by looking at the contributing factors.
Overdue Work Orders
Ref: AG3_204
Description
The report returns a list of work orders that are deemed as overdue based upon selected filter criteria. The report contains 2 sections;
A detailed tabular listing of any work orders meeting the filter criteria
A chart displaying an overdue aging report, showing the quantity of work orders and determined ages
The report returns;
Equipment code
Description (equipment description)
Job Code (Work order number)
Job Description (Work order description)
Status (Job status)
Job Type
Start Date
Due date
WK (Number of weeks overdue)
Craft
Employee (If assigned)
Operational Criteria
The report will return all work orders where the work order due date is less than the date specified in the filter and all other filter criteria are met.
Work Order selection
- Job Type
- Craft
- Due date earlier than
Equipment Selection
- Equipment Filter
If a work order has been worked on by someone or is scheduled to a labour resource then that information is also displayed along with details of the craft required to complete the work order.
The chart operates using the same filter criteria and shows the number of work orders at specific ages. The chart is broken down into individual weeks up to 26 weeks overdue and then into bands, of 26 weeks (6 months), 38 weeks (9 months), 52 weeks (1 year), 78 weeks (18 months), 104 weeks (2 years). Anything that has been overdue for greater than 2 years is placed into a band labelled 999.
Aims
The report is designed to provide a supervisor or manager details of work orders that are overdue and need addressing. This is to assist in the prioritisation and scheduling of work and help to ensure that nothing is being overlooked.
Results analysis
When looking at the chart as the number of weeks increases the number of overdue work orders should decrease, this indicates that work is being prioritised and addressed. If large quantities of work orders are overdue n the higher bands then the causes of this this should be investigated by using the detail section to obtain specific work order numbers which can then be examined in the system
Due Date Performance
Ref: AG3_205
Description
This report is designed performance indicator for work order completion that that shows how many days in advance of or past the due date that the work order was completed. The report has 2 sections;
A tabular listing showing work order details
A chart showing an analysis of work order quantities for specific weeks overdue age band, and broken down into job tyes.
The report returns;
Asset Code
Description (Asset description)
Job code (work order number)
Job Description (work order description)
Status (work order status)
Job type
Due Date
Completion date
Day (Days overdue)
Crafts
Employee (labour resource if assigned)
Operational Criteria
Work order records are returned where the work order has been completed, the completion date is is within the completion date range and the work order has been raised against equipment that matches the other selected equipment filter criteria.
Work Order selection
- Job Type
- Craft
- Work order completion date range
- This will only include any work orders in that have been raised against the equipment item where the work orders completion date is within the specified date range.
Equipment selection
- Equipment filter
When running the report any negative figures in the ‘Day’ column represent that the
Aims
The report is designed to show a supervisor or manager how well the maintenance operation is performing based upon work orders being completed early or on time. The report can be broken down into specific crafts and job types which allows for more targeted analysis to be performed.
Results Analysis
A chart indicating a low number of overdue work orders and where the overdue ones are only a few days late indicate good performance. A large quantity of overdue work orders would indicate that operations are not as efficient as possible and causes of this should be investigated further.
Maintenance Efficiency
Ref: AG3_206
Description
This report returns a matrix report separated into 3 areas. It displays an efficiency assessment figure represented as a percentage based upon work order due date for the current month, the previous month and the year to date for each job type that has been used in the selected period.
The report returns;
Job type (Job type description)
For each table, year to date, last month, current month;
Attended / Target
Complete
Cancelled
On-Going
Efficiency %
Lost Time (total from work orders in hours)
Operational Criteria
The report returns a grouped summary comprising of totals calculated from all work orders that meet the selected filter criteria.
Work order selection
- Job type
- Craft
- Date for report
- This date forms the basis for the report and is used for current month. The last month and year to date are then relational to this date. This date is compared to the work order due date. Any work orders with a due date greater than this date will be excluded from the report.
Equipment Selection
- Equipment Filter
The values within the report are calculated in the following way;
Attended / Target Count of work orders raised
Complete Count of work orders completed
Cancelled Count of work orders cancelled
On-going Attended – Complete – Cancelled
Efficiency Complete / (Attended – Cancelled) expressed as a percentage
Lost Time Sum of lost time from all labour transactions from work orders
Aims
The report is designed to provide an assessment of how efficient operations and how the current month is performing in comparison to the last month. The year to date provides an overall assessment figure.
For example;
If we are interested in breakdown jobs;
If the current month is 20%, the last month was 10%and the year to date figure is 40%. Then it can be stated that there has been a 10% increase in efficiency over the last month when dealing with breakdown jobs and and as of at this date we are 40% efficient at dealing with breakdown jobs.
Results Analysis
The ideal here is to see a consistent or increasing efficiency figure between last and current month and again a consistent or increasing figure on year to date.
It also highlights potential efficiency problems between job types, looking at the sample figures below breakdown repairs are being dealt with at around 50% efficiency but planned work is only 15.36% and the cause of why this efficiency figure is so low should be looked into.
Selective Work Orders
Description
This report generates 2 different types of output. It can either be used to generate and print individual or a consecutive range of work orders or a summary listing of work orders organised by task/craft.
The report returns;
Work order reprint
This is just a printed copy of a standard work order based upon a static template.
Selective work order
The report header contains the specified filter criteria then for each work order;
Job No. (Work order number)
Asset (Equipment code and Equipment description)
Job Type (Job type description)
Job Desc. (Work order description)
Status (Work order status)
Std Hours. (Planned allocated time for job)
Material Cost
Task List;
Task Code
Resource
STD. Hours (Planned time allocated to this task)
Status (Task status)
Task Description
Operational Criteria
In either output mode work order records are returned that meet the specified filter criteria.
Equipment
- Equipment Code
- Asset Group
- Leave null for all
- Equipment Type
- Leave null for all
Location
- Location (Leave null for all)
- Site (Leave null for all)
- Sub location (Leave null for all)
Labour
- Employee
- Craft
Work / Date Criteria
- Job Status (Work order status)
- Priority
- Job Type
- Work order start date range
- This will only include any work orders that have been raised against the equipment item where the work orders start date is within the specified date range.
- Work order due date range
- This will only include any work orders that have been raised against the equipment item where the work orders due date is within the specified date range.
- Work order completion date range
- This will only include any work orders that have been raised against the equipment item where the work orders completion date is within the specified date range.
These date filters can be used in combinations with each other.
Results Analysis
Not applicable.
Work Order Priority
Description
This is a work order listing report that returns work orders sorted and grouped by either priority or date dependant on the report type selected at runtime.
Operational Criteria
In either operational mode the report will return details of all open work orders that meet the specified criteria.
- Equipment
- Discreet single equipment item
- Equipment Range Filter
- Priority
- Job Type
The criteria also contain a sort order selection that is mandatory and is used to determine how the records are sorted within the selected grouping method.
Order Type
- Job Type
- Asset Code (equipment code)
The grouping method is determined by which mode the report is selected to run in.
WOPriorityByDate
This will return all records meeting the filter criteria and group them by the work order creation date. It will then sort then within the groups by the selected order type.
Work Order Priority Report
This will return all records meeting the selected filter criteria and group them by work order priority. It will the sort the records within the groups by the selected order type.
Aims
This report provides a list of work orders that can be organised into different priority aspects to give a priority based work load overview and assist in the scheduling of work.
Results Analysis
Although there are now performance related figures in this report having a priority structured overview of current work load can highlight potential issues in work flow. For example a large quantity of overdue high priority work orders could be an indication that current priority assessment is ineffective or equally that there is insufficient resource available to address demand. Causes of these should be looked into.
Current Load Status Analysis
Description
The current load status analysis provides an overview of the overall allocated time required to completed open work orders. The report returns this as a breakdown of work order status showing the total remaining time required for each status.
The first section of the report returns a table showing;
- Status
- This is the work order status
- Description (Work order status description)
- No. Of Work Orders
- This is a count of the number of outstanding work orders at the specified status
- Labour Time
- This is a sum of the remaining time required to complete all work orders at the specified status
The second section of the report displays 2 charts. The first is a graphical representation showing a count of outstanding work orders by work order status and the second shows the sum of the labour time remaining by work order status
Operational Criteria
The report will return all open work order records meeting the specified filter criteria and then use these in the count and time summary calculations.
- Equipment range filter (Labelled start/end asset code)
- Department
- Job Type
- Priority
Calculations
The values in the report are calculated in the following way;
Number of Work orders Count of outstanding work orders meeting filter criteria
Labour Time Sum of labour time for outstanding work orders meeting filter criteria
The labour time is calculated by;
The same calculations are used to generate the chart data.
Aims
The report aims to provide a supervisor or manager with a scope of how much time is going to be required to address the current work load.
Results Analysis
The report is simply designed as a tool to assist with time management and scheduling.
Work Schedule Planner
Description
This report can be run in two different modes.
Planner
This generates a printable work schedule or planner, where work orders are organised by equipment item and which that can be filtered using various criteria and operational parameters. Different date ranges can be used, as well as being able to filter on individual employees, crafts or types of job. The planner grid can be formatted into different time scales and supports colour codes for different types of work order.
The planner report returns;
Equipment code
Equipment description
PPM / Breakdown Description (this is the work order description)
Craft Code
Labour Resource Code
Work Order Number
The estimated time allocated to the work order in hours is displayed in the planner grid cell for the specified work order.
The column headers change dependant on the report type selected and will either display;
Daily Date in the format of dd/mm
Weekly Week number
Monthly Month in the format of mmm
Detail
This mode generates a tabular grid showing details of each work order, ordered by the work order due date with the estimated labour hours.
The detail report returns;
Due date
Craft Code
Equipment Code (Asset Code)
Equipment (Equipment / Asset Description)
WO No. (Work order / job number)
Task Description
Est Labour Hours. (Estimated Labour time)
Operational Criteria
The report will return all work order records within the selected filter criteria. Both report modes use the same filter criteria.
Check Boxes;
- Check standard jobs
- If checked this will include standard jobs in the report
- Check opened WO’s
- If checked this will include open work orders in the report
- Check Completed WO’s
- If checked this will include completed WO’s in the report
Report Type
The report type selection determines how the planner chart is organised.
Daily Will organise the planner into individual days
Weekly Will organise the planner into numbered weeks
Monthly Will organise the planner into monthly divisions
Conventional Filter
- Start Date
- The date from which the report should be generated
- End Date
- The date until which the report should be generated
- Equipment Range Filter (Labelled Start and End Asset)
- Work Order Template
- Allows filtering on a specific work order template
- Employee
- Craft
- Priority
- Job Type
Location
- Location (Leave null for all)
- Site (Leave null for all)
- Sub location (Leave null for all)
Aims
The report is designed to provide a printable work order planner which can be organised dependant on user needs.
Results Analysis
The report is designed as a tool to assist with time management and scheduling.
Downtime Analysis
Description
This report provides an analytical breakdown of offline time for break down type completed work orders. The report can be ordered and grouped in a variety of predetermined ways.
The report returns;
Craft Code
Work Order Number
Asset Code (Equipment code)
Breakdown (Break down date from work order)
Reported (Break down reported date from work order)
Started (Repair started date from work order)
Finished (Repair completed date from work order)
Online (Online date from the work order)
Lost time (Calculated)
Totals for the following are also returned, the order depends on what the totals are returned against.
Between Break and Report
Between report and Start
Between Start and Finish
Between Finish and Online
Total overall downtime for selected group; In the above example the report is ordered by craft so the total downtime for that craft is displayed.
Operational Criteria
The report will return all the work order records that meet the specified filter criteria the sort them into the selected order. Following the sort totals will then be calculated.
- Work Order creation date range (labelled start date / end date)
- This will include any work orders that have been raised where the work orders created date is within the specified date range
- Job Type (Leave null for all relevant job types, see below)
- Only job types where the job type has been marked as a breakdown type job in the work order type definition, within standing data. (Please refer to job types for more information). Will be available for selection.
(Standing data >> work orders >> work order type codes)
Order by
This selection list allows the report to be ordered and grouped in one of the predetermined sort orders.
Site
Asset
Craft
Asset group
Equipment Type
Site and Asset
Site and Craft
Site and Asset group
Site and Equipment Type
Calculations;
Each of the totals is calculated based upon the work order results for the selected group (order type).
Between break and report
Between report and start
Between start and finish
Between finish and online
All date and time values are taken from the work order.
In the following screen capture example the report has been ordered by Craft code.
Taking the ‘Between start and finish’ total for this example the way in which this is worked out is as follows;
The time difference between the repair started date/time and the repair completed date time on the work order is calculated.
Then the time difference for each work order in this group, where the craft code is ‘ACeng’, is added together to give an overall total.
The time difference for the other ‘between’ totals is calculated in the same way using the appropriate date/time values form the work order.
Work order lost time is calculated as;
Total down time is the sum of ‘lost time’ for each work order in the group.
Aims
The report aims to provide the user with an analysis of lost time due to break downs. With an ability to perform analysis on a variety of different levels, i.e. for example if ordered by equipment type it could be possible to see how much time had been lost in the last month repairing IT equipment.
Results Analysis
By identifying specific areas where the highest amount of lost time exists should enable targeting and scheduling resources more efficiently. A report ordered by craft can indicate a lack of resource in a particular skill base (craft). The report should also be examined for reoccurring equipment items or items which are contributing a high value of lost time. The cause of these should be examined by further analysis of the work orders.
Looking at where the time has been lost is equally as important.
Looking at this first example screen capture the total lost time is 24h and 12m.
The total time attending and starting repairs after they were reported was only 2 hours, but the total time spent doing repairs was 22 hours and 12 minutes, so approximately 92% of the lost time was spent doing repairs.
However in the following screen capture example;
Only 1 hour was spent performing the repairs but 4 hours and 6 minutes were lost from the job being reported to the job being started. So of the overall lost time of 5 hours and 6 minutes approximately 80% of the lost time was in attending the job.
Gross Load Status Analysis
Description
This report displays a graphical view with a tabular data grid showing either the quantity of work orders, labour hours, labour cost, material cost or downtime, based upon user selection. Each chart element is broken down into work order status. The report offers much flexibility in configuring the analysis type and analysis time units.
The report returns;
Bar Chart
Dependant on selected analysis types;
X-Axis
Time scale, the intervals are based upon the selected options at run time.
Y-Axis
Either;
Count of work orders
Sum of labour hours
Sum of labour costs
Sum of material costs
Sum of down time
Each bar on the graph is then colour coded according to work order status. There is a legend under the graph that shows a colour map.
Data Grid
Start Date (Start date of analysis period)
End Date (end date of analysis period)
Status (Work order status)
Labour Hours (Calculated)
Operational Criteria
The report will return all work order records matching the required filter criteria. The calculations are then based upon the selected analysis type values.
Filters
- Equipment range filter
- Start and end date range
- This date is determined by the selection made in the work date selection list.
- If start date is selected then this will include any work orders that have been raised against the equipment item where the work orders start date is within the specified date range
- If due date is selected then this will include any work orders that have been raised against the equipment item where the work orders due date is within the specified date range
- This date is determined by the selection made in the work date selection list.
- Job Type
- Priority
Control values
- Analysis unit
- This controls the x-axis scale and the basis for calculating totals. The available options are day, week, month or year. The scale intervals are set accordingly for the period between the selected start and end date.
- Analysis type
- This controls the y-axis scale and what will be calculated. The available options are;
- Work orders (this is a count all others are sum values)
- Labour Hours
- Labour Costs
- Material Costs
- Down Time
- This controls the y-axis scale and what will be calculated. The available options are;
- Work Date
- This determines the basis for which work orders are selected; please refer to the Start and End date range.
- Number of items in one chart
- This allows the user to restrict the number of columns in one chart so that the chart does not become unreadable if using a large date range.
The way it works;
The report takes the period between the start and end date and then divides this into intervals based upon the selected analysis unit. For each interval it the gets all work orders that fit the filter criteria, these are then grouped into work order status and the appropriate calculations made for each status and then overall. This is then displayed in the chart and the table.
The table shows the totals for each work order status within an interval
For example,
If we set the control values to Analysis Unit = ‘Month’, Analysis Type = ‘Work Orders’, Work Date = ‘Start Date’ and 30 items in one chart. And set a date range filter 02/02/2010 to 02/02/2011 then;
The report would split into monthly intervals with the first interval being 01/02/2010 to 01/03/2010, all work orders where the start date was in this first interval date range would be grouped by work order status, and then the work orders in each status would be counted. Then the overall number of work orders in this interval would be counted.
This date is then used to generate the graph, the proportion of each work order status being represented by a different colour. The same process is then repeated for each interval in the selected range.
Aims
The report aims to provide analysis of workload for a given period, by volume of and associated costing of work orders.
Results Analysis
[to be inserted I’m not really sure what this report is for]
Performance by Priority
Description
The report provides performance analysis by showing the total number of work orders raised against different priorities within a given date range and showing the number and percentage of those work orders that were completed on time. This is displayed in a tabular matrix.
The report returns;
Priority description
Total of jobs (work orders)
Total of job (work orders) completed on time
Percentage of jobs (work orders) completed on time
Operational Criteria
The report will return all work order records matching the specified filter criteria and then group them priority and perform the required counts.
Filters
- Work Order start date range
- This will include any work orders that have been raised against the equipment item where the work orders start date is within the specified date range
- Site Range
- Asset Group range
- Craft Range
- Equipment Type Range
Aims
The report aims to provide a view of efficiency based upon the number of work orders completed on time.
Results Analysis
What should be seen here is a high percentage across all priorities representing efficient operation. The higher priority codes should also be showing the highest efficiency rating. In areas where the percentage is low further investigation should be made into why these types of work orders are not being completed on time.
Number of Jobs Analysis
Description
This report returns a total count of works orders generated within the selected date range which can be sequenced by a variety of predetermined sort order options. The report cane be run in both summary and detail modes. The summary mode returns a table showing count totals for each element within a selected sort order, the detail mode shows a listing of individual work order details for each element within the selected sort order.
The report returns;
Detail Mode
Selected sort order as group name
Work order number
Asset code (Equipment code)
Start Date (from work order)
Due Date (from work order)
Completion Date (from work order)
No. of Jobs (count of work orders by selected sort order)
Summary Mode
Selected sort order
Number of jobs (count of work orders for sort order element)
Percentage (percentage of work order count that a particular element is)
Operational Criteria
The report will return all work order records matching the specified filter criteria and then group them by the selected sort order and perform the required counts.
Filters
- Work Order start date range
- This will include any work orders that have been raised against the equipment item where the work orders start date is within the specified date range
- Site Range
- Job Type
- Breakdown jobs
- This option if set to true will only return work orders where the job type is flagged a s break down type job type. If it is set to false or null it will include non-breakdown type jobs.
Order by
This selection list allows the report to be ordered and grouped in one of the predetermined sort orders.
Site
Asset
Craft
Asset group
Equipment Type
Site and Asset
Site and Craft
Site and Asset group
Site and Equipment Type
Aims
The report is designed to provide an analysis of work load by displaying volumes of work order for different areas.
For example;
In the screen capture below which has the sort order set to craft. The results show that during the selected date range the largest majority of work orders were raised against the ‘eng’ craft code.
Results Analysis
From the results, dependant on sort order selected it can be seen which elements are the largest contributing factor to maintenance and repair works and therefore which are consuming the most resources. By then further analysis using other system reports it can be investigated why these elements are consuming the most resource with a view to reducing costs.
Labour Resources
Labour Utilisation by Job Type
Ref: AG3_301
Description
The report returns a tabular style grid showing for each employee in weekly or monthly bands the total time spent working on up to 3 different user selectable job types, the report also shows for comparison the total available hours from the shift pattern and the utilisation as a percentage of time recorded against the core shift time. Dependant on selected report options the report can also display the labour costs.
The report returns
Employee Code
Employee Name
Date (Dependant on selected period this will either be at weekly or monthly intervals from the start date)
Job Type 1 – Based upon user selection (Total time/cost for specified job type)
Job Type 2 – Based upon user selection (Total time/cost for specified job type)
Job Type 3 – Based upon user selection (Total time/cost for specified job type)
Other (Time not booked to selected job types)
Total (Total recorded time/cost for the selected job types)
Shift (Total available hours from shift pattern)
% (Utilisation Percentage)
Operational Criteria
The report will return work order data based upon the selected filter criteria, for the selected job types, then perform the required calculations.
Filters
- Work date range (Located in report options)
- This will include any work order data where the labour transaction is within the specified date range
- Labour
- This is a single or all employee selection. (Highlighting an employee will select that single employee, leave un-highlighted to select all)
- Crafts
- This is a single or all craft selection. (Highlighting a craft will select that single craft, leave un-highlighted to select all)
- Employed by
- This is a single or all employed by selection. (Highlighting an employed by option will select that employer, leave un-highlighted to select all)
Report Options
- Show Costs
- If checked an additional line will appear for each employee showing the labour costs, if unchecked this line will remain hidden
- Show totals only
- If checked the period subtotals will be supressed and only the employee totals will be displayed, this is shown below.
- Period
- This determines the interval between dated subtotals on the report
- Job Type 1 / Job Type 2 / Job Type 3
- This is where the user selects which job types are to be used in the analysis, select the ‘Null’ option if no job type is desired. Please note that at least one job type must be selected in order for totals to be generated.
Calculations
Job Type 1, 2 and 3
Labour time
This is the sum of all labour transactions that occurred within the selected work date range that are of the selected job type.
Each labour transaction includes labour time, travel time and lost time.
Labour Cost
This is the sum of all labour costs that occurred within the selected work date range that are of the selected job type.
Each labour cost includes labour costs, travel costs and lost cost.
Other Time
This is the amount, if any, of remaining recorded time that was not recorded against the selected job types it is calculated in the following way for each employee for the selected date range.
Other Cost
This is the amount, if any, of remaining recorded costs that were not recorded against the selected job types it is calculated in the following way for each employee for the selected date range.
Shift time
This is the total of available hours from the employee shift pattern.
%
The percentage utilisation is calculated in the following way.
Total Time
This is the total of all recorded labour transactions within the selected date range.
Total Cost
This is the total of all recorded labour cost transactions within the selected date range.
Aims
This report aims to provide the user with utilisation figures for employees and specific types of work along with associated costing on a week by week or month by month basis.
Results Analysis
From this report a user can determine how effectively labour resources are being used and the types of work consuming the most time and cost. It also allows comparison to be made between weeks and month for individual employee to see if they are being utilised more or less which can be an indicator of busy periods. Low utilisation percentages could reflect an unproductive employee and this can assist in scheduling and balancing work load between employees.
Labour Utilisation by Pay Rate
Ref: AG3_302
Description
Similar to the labour utilisation report this shows the total time an employee has worked, but analysed by the pay rate, using weekly or monthly intervals. A calculation showing what percentages of the overall available hours were recorded at normal rate is also included.
The report returns
Employee Code
Employee Name
Date (Dependant on selected period this will either be at weekly or monthly intervals from the start date)
Six Labour rate columns
- Normal Working Hours
- Overtime at time and a half
- Overtime at double time
- Weekend working
- Holiday Working
- Call out
- Other (Other labour transactions not covered by rates)
- Total (Total recorded time/cost for the selected job types)
- Shift (Total available hours from shift pattern)
- % (Percentage of time booked at normal rate against overall recorded time)
Operational Criteria
The report will return work order data for each employee based upon the selected filter criteria, for the selected job types, and then perform the required calculations.
Filters
- Work date range (Located in report options)
- This will include any work order data where the labour transaction is within the specified date range
- Labour
- This is a single or all employee selection. (Highlighting an employee will select that single employee, leave un-highlighted to select all)
- Crafts
- This is a single or all craft selection. (Highlighting a craft will select that single craft, leave un-highlighted to select all)
- Employed by
- This is a single or all employed by selection. (Highlighting an employed by option will select that employer, leave un-highlighted to select all)
Report Options
- Show Costs
- If checked an additional line will appear for each employee showing the labour costs, if unchecked this line will remain hidden
- Show totals only
- If checked the period subtotals will be supressed and only the employee totals will be displayed.
- Period
- This determines the interval between dated subtotals on the report
Calculations
Labour Rates
Labour time
This is the sum of all labour transactions that occurred within the selected work date range that are of the labour rate specified in the column header.
Each labour transaction includes labour time, travel time and lost time.
Labour Cost
This is the sum of all labour costs that occurred within the selected work date range that are of the labour rate specified in the column header.
Each labour cost includes labour costs, travel costs and lost cost.
Other Time
This is the amount, if any, of remaining recorded time that was not recorded against the selected job types it is calculated in the following way for each employee for the selected date range.
Other Cost
This is the amount, if any, of remaining recorded costs that were not recorded against the selected job types it is calculated in the following way for each employee for the selected date range.
Total Time
This is the total overall sum of all labour transactions that occurred within the selected date range for all labour rates.
It is calculated by;
Total Cost
This is the total overall sum of all labour transaction costs that occurred within the selected date range for all labour rates.
It is calculated by;
Aims
This report aims to provide the user with utilisation figures for employees analysed by the labour rates with associated costing on a week by week or month by month basis. This provides a view of the amount of time worked and the cost for each labour rate within the given period.
Results Analysis
The report primarily provides labour cost analysis for a given period, i.e. first quarter. This also provides a good way of looking at how much work was done outside of normal working hours and at what cost. A large amount of overtime could indicate insufficient labour resource available to undertake current workload and such circumstances should be investigated further.
Labour Resource Workload
Ref: AG3_303
Description
This report shows a matrix grid of outstanding jobs by the employee who is allocated to them within any given period. Any work orders that are outstanding are listed separately under the anticipated craft.
The report returns
Employee (Employee name)
Job Code (Work order number / task code)
Asset (Equipment code)
Asset Description (Equipment description)
Task Description
Start (Work order start date)
Due (Work order due date)
Duration (Work order estimated time)
My Time (Recorded time for this employee)
Others (Recorded time for other employees on this work order)
Operational Criteria
The report returns data for outstanding work orders within the specified date range and selected filter criteria.
Filters
- Work order start date range
- This will only include any work orders that have been raised against the equipment item where the work orders start date is within the specified date range.
- Labour
- This is a single or all employee selection. (Highlighting an employee will select that single employee, leave un-highlighted to select all)
- Crafts
- This is a single or all craft selection. (Highlighting a craft will select that single craft, leave un-highlighted to select all)
- Employed by
- This is a single or all employed by selection. (Highlighting an employed by option will select that employer, leave un-highlighted to select all)
Since work can be allocated to employees by setting the optimum resource either directly or via the schedulers, if a job is not allocated specifically the report will used the planned resource instead if one has been allocated, otherwise the craft will be used.
Aims
The report is designed to show work order tasks, the time that has already been spent on them, the estimated time remaining for completion including the time for any other employees that may have been involved. For each employee the total time required to finish a task is displayed as well as the total remaining available hours for the selected period.
Results Analysis
This report is design an operational tool to assist with scheduling and work load balancing.
Labour Utilisation by Work Order
Ref: AG3_304
Description
This report returns a tabular grid showing the actual time recorded by an employee against individual work orders using either weekly or monthly intervals, a utilisation percentage based upon work order time is displayed for each employee.
The Report Returns
Employee Code
Employee Name
Date (Dependant on selected period this will either be at weekly or monthly intervals from the start date)
Total (Total recorded time/cost for the selected job types)
Shift (Total available hours from shift pattern)
% Util (Utilisation Percentage)
Job Code (work order number)
Job Description (Work order description)
Time (Time recorded against the specific work order)
Cost (Labour cost of specific work order, dependant on report options selected)
Operational Criteria
The report returns work order data based upon the selected filter criteria and then performs the required calculations.
Filters
- Work date range (Located in report options)
- This will include any work order data where the labour transaction is within the specified date range
- Labour
- This is a single or all employee selection. (Highlighting an employee will select that single employee, leave un-highlighted to select all)
- Crafts
- This is a single or all craft selection. (Highlighting a craft will select that single craft, leave un-highlighted to select all)
- Employed by
- This is a single or all employed by selection. (Highlighting an employed by option will select that employer, leave un-highlighted to select all)
Report Options
- Show Costs
- If checked an additional line will appear for each employee showing the labour costs, if unchecked this line will remain hidden
- Period
- This determines the interval between dated subtotals on the report
Calculations
% Util
The percentage utilisation is calculated in the following way.
Aims
This report is designed to provide the user with an utilisation figure for each employee based upon normal time for a given period.
Results Analysis
This report is design an operational tool to assist with scheduling and work load balancing.
Inventory
Stock Replenishment
Ref: AG3_401
Description
This is an operational report used as part of the stock replacement process. It generates a tabular report organised by store location and then by preferred supplier if available. It contains data on current stock levels and projected stock demand with the quantities and costs required to meet the required stock level. It will also display a warning if orders for any particular store have been suspended.
The Report Returns
Store (Store name)
Preferred Supplier (if available)
Item Code (Inventory item code)
Supplier Part Code
Description (Inventory item description)
Stock UOM
Min Stock (Minimum stock to be held for this item)
Max Stock (Maximum stock to be held for this item)
Avail Stock (Current available stock)
Unavail Stock (Current stock unavailable or allocated)
Qty Planned (Current demand for item in item UOM)
Qty on Order (Current quantity on order for item in item UOM)
To Order (Quantity required to meet demand)
Supply UOM (UOM that the item is supplied in. Supply UOM may be different to issue UOM)
Re-Order Quantity
Price
Est. Cost (Based upon price per unit)
Operational Criteria
The report will return all stock inventory items that require stock to be order and that meet the filter criteria selected.
Filters
- Inventory Item Range Filter
- Store Range Filter
- All Suppliers
- If this option is checked then the report will not filter out any suppliers. If the option is unchecked then a Supplier Range Filter will become enabled.
Grouping Options
- Category
- Category of inventory item
- Section
- Section from inventory item
- Sub-Section
- Sub-section from inventory item
Aims
The report is designed to facilitate easier stock management and the ordering process. The report also contains a ‘Generate Purchase Orders’ function which will automatically generate purchase orders based upon selected criteria.
Results Analysis
This is an operational report that is used as part of the stock replenishment process. Please refer to the ‘Stock replenishment’ section of inventory help for more information.
Stock Valuation
Ref: AG3_402 / AG3_403
Description
This report produces a table showing the value of stock items. The values are displayed on the three cost prices held in the system against inventory items. The report can be run in 2 different modes, valuation by item or valuation by store. The difference between the two is the grouping method, being either grouped by item or items grouped by store.
The report returns
In either mode the data returned is the same, with the exception that when running the ‘valuation by store’ the store is also displayed in the group header.
Item code (Inventory Item code)
Description (Inventory item description)
Stock UOM (UOM for the inventory item)
Standard Price
Average Price
Last Price
Store
Qty (Quantity currently in stock)
Standard (Item valuation at standard price)
Average (Item valuation at average price)
Last (Item valuation at last price)
Operational Criteria
The report will return all stock inventory items that require stock to be order and that meet the filter criteria selected.
Filters
- Inventory Item Range Filter
- Store Range Filter
- Supplier Range Filter
- Category
- Category of inventory item
- Section
- Section from inventory item
- Sub-Section
- Sub-section from inventory item
Calculations
In each instance, Standard, Average and Last the stock valuation for the item is calculation by;
Aims
The report is designed to produce an accurate monetary inventory valuation with the ability to break down the valuation by use of the filter criteria. This is useful in the production of accurate financial statements and asset valuation.
Results Analysis
The results from a stock valuation can be used to identify areas where a large monetary value of stock is being held. By using these results in conjunction with the usage analysis report it is possible to identify items of high cost where a large quantity is in being held stock, but usage is infrequent which equates to ‘money sat on a shelf’, so by then adjusting the minimum and maximum stock values in the system, fewer will be ordered resulting in a cost saving.
Alternatively it can also be used to identify where the same items are held at multiple stores, one store may be overstocked but the other store has low stock, a stock transfer can be performed, which avoids having to re-order items and resulting in a cost saving.
Inventory Usage
Ref: AG3_404
Description
The report provides a tabular grid grouped by store, which details inventory item usage by showing the number of issues, the value of issues and the average daily usage figure.
The Report Returns
Category (Inventory item category if applicable)
Item Code (Inventory item code)
Description (Inventory item description)
Stock UOM (UOM for inventory item)
# Issues (Total number of issues in the specified date range)
Qty (Total quantity of items issued in the specified period)
Value (Total value of items issued within the specified period)
Daily Usage (Calculated average daily usage)
Stock (Current quantity in stock)
Days Stock
Operational Criteria
The report will return all inventory items where there has been an issue within the specified date range and that meet the filter criteria selected.
Filters
- Date Range
- This will include any inventory items that were issued between these dates.
- Inventory Item Range Filter
- Store Range Filter
- Supplier Range Filter
Grouping Options
- Category
- Category of inventory item
- Section
- Section from inventory item
- Sub-Section
- Sub-section from inventory item
Calculations
All calculations are based upon transaction that occurred within the period.
|
Field |
Calculation |
|
#Issues |
Number of Issues – Number of returns |
|
Qty |
Quantity Issued – Quantity Returned |
|
Value |
Value of issues – value of returns |
|
Daily Usage |
(Quantity Issued – Quantity Returned) / Number of days in the date range |
|
|
|
Aims
The report is designed to help identify which inventory items are being used the most and which are being used infrequently, and the associated material cost.
''''Results Analysis
Any items where the value issued is high should be looked into with a view to finding a better price to help reduce costs. High volumes of issues of the same item should also be looked into to see why so many are being used. High usage of a particular part or item could indicate a failing in the production process or maintenance schedule.
Certification Reports
Employee by Certificate Categories
Ref: AG3-701
Description
This shows a tabular matrix with employees ordered by employee name on each row and a RAG coloured cell indicating which certification is held and when it expires, with column grouping on either skill collection or certification category.
The Report Returns
Labour Resources name on each row and a RAG coloured cell indicating which certification is held and when it expires. The report can be filtered on selected employees, employee category, skill collection or certification category.
Aims
The report aims to provide the end user which Certification Categories the Labour Resources belong to.
Results Analysis
Example shows by Certification Category
Employee by Skill Collections
Ref: AG3-702
Description
A skill collection is a group of certificates from any category that together form a known quantity or level.
The Report Returns
This shows a tabular matrix with employees ordered by employee name on each row and a RAG coloured cell indicating which certification is held and when it expires, with column grouping on either skill collection or certification category.
Aims
The report aims to show what Skill Collection a Labour Resource has, and to be able to show which Labour Resources has the required skill collection needed for a specific task.
The report can be filtered on selected employees, employee category, skill collection or certification category.
Results Analysis
Example shows by Skill Collection
|
Valid |
|
Due to Expire |
|
Expired |
Course Planner / Certificate Expiry
Ref: AG3-703
Description
This shows a tabular matrix with certification ordered by name on each row and columns showing week commencing dates in the selected date range. The report can be filtered on selected employees, employee category, and skill collection or certification category and date range.
The Report Returns
For each certification row the employee certification expiry and course booked dates with attendees and remaining available places are shown in the appropriate week.
Aims
The report aims to provide the end user with details of when a Labour Resources Certificate is due to expire and when an available course is due.
Results Analysis
This is an operational report to assist with planning.
