Reviewing collected Checklist Data

Data captured with your created Dynamic Form Checklists in Condition Histories during inspections, can be assessed and reviewed. You can do this with a special Collected Data review tool, as explained below. Additionally you can also use Reports, filtered Main Screen Grids (also via custom Queries), and Dashboards. Reviewing the data can give useful insights.  

Opening the Collected Data review tool

To review the collected data:

• Go to the Custom Reports Main Screen, open your Dynamic Form, and click the Collected data tab, or

Click Collected data to review the captured date.

• Go to the Condition History Main Screen, select the desired Condition Histories, and click the Collected Data button in the toolbar .

In the Condition History Main Screen, click the Collected Data button.

Three different types of views are available:

1. Findings
2. Overview of stages
3. Answers

Findings Tab

The Findings tab shows all the answers across the Condition Histories per row – one row is one answer. These answers are filtered by default per the classification “Issues”. The filter can be changed to see all answers, regardless of the classification. Here you can see all Issues identified in your Checklist, which may need some form of mitigation. Thus, from here it is possible to add a Remark for certain finding and see if an Issue has been mitigated with a CAIR. If not, you can create a Schedule directly from the grid and include the selected issue in a CAIR.The Findings Overview Tab.

Capturing Remarks

To capture Remarks:

• Click the Edit button .
  Click the Edit button to add remarks and change classifications.
• Add the needed Remarks.

Capturing a remark in the Findings overview. 

• Also edit the Classifications where applicable. 
• Click the Save button in the upper left corner when done. Note: To cancel the Edit, click the Cancel button.

Exporting

For a more detailed assessment, click the export button to export the data into an excel sheet.

Adding Issues to Schedules

To add an Issue into the scope of a Schedule:

• Select the desired Issues in the list.
• Click the Adding to Schedules button.
  Click the Adding to Schedules button.

For all Issues selected (across all Equipment) one Schedule per Equipment will be created. If some of the Issues are already mitigated, you will see a message stating this.

Creating a Schedule from the Findings Overview Tab.

Filtering for Mitigated Issues

For a quick overview of mitigated Issues, use the filter to show only Issues with Schedules (Mitigated = Yes). (Unmitigated Issues are without Schedules.)  

Filtering for mitigated Issues. 

Reviewing Issues with Observation

To find Issues that have Observations, the Observations filter can be used. 

Filtering for findings with Observations.

To assess the Observations, you do not need to open the individual Condition History, just click on the expand button and the Observations will be listed (if there are any).

Observations in the expand of a Finding.

Alternatively, click on the attachment icon  to see a preview of the attachments and Observations in the side bar. With the preview open, you can click on the row that you are interested in to show its attachments and Observations in the preview.

Quick preview of Observations in the sidebar. 

Overview of stages Tab

To track progress across Stages, click the Overview of Stages tab. Click the Overview of Stages tab.

This view tracks progress on a higher level: Stage statuses on Condition Histories that are using the Checklist.

Statuses of Stages depends on the number of questions answered:

• Not started – 0 questions answered (0/n)
• In progress – Some questions answered but not all (x/n)
• Completed – All questions completed (n/n)
• User set as completed – Some questions not answered but set as completed
• Not applicable – No questions answered and set as done

For example, a Condition History with a Checklist as shown below is translated into a Stage overview record as also shown below.

A Checklist. 

The Stages Overview record for the above Checklist.

Here also, attachments can be assessed by clicking the attachment button. However, here the preview shows all attachments for the Condition History.

The preview shows attachments for selected Condition History.

Answers Tab

The Answers tab shows all the captured answers in columns, one row per question. This view can also be exported into an excel sheet by clicking the export button . Data can also be filtered by clicking the filter button .Overview of all answers in a Checklist.

Custom Queries & Dashboards

The mentioned tab views are also available as sources for Custom Queries or a Dashboard. When creating Custom Reports, use the following sources:

• Findings: ECH Checklist Findings
• Stages:  ECH Checklist Stages
• Answers: ECH Checklist Answers

Selecting sources for Custom Queries or a Dashboard.