Generating a Discovery Work Request

When the ECH is filled in (see Capturing Findings in the ECH), you can generate a Discovery Work Request form for your Equipment.

Opening REPAIRS PLANNED Questionnaires

To open the REPAIRS PLANNED questionnaire:

• Open your Equipment Condition History details page.
• Scroll down to the Inspection data and codes section.
• Click What we want to do? in the third column.

The REPAIRS PLANNED questionnaire opens and a question: Proposing Discovery Work? is shown.

When you click What we want to do?, the REPAIRS PLANNED questionnaire opens.

Opening Discovery Forms

To open the discovery form:

• Select “YES” for the Proposing Discovery Work? field.
• Click on the 3 dots button that appears to open the details.

The discovery form is shown.

The discovery form.

 

Generating Discovery Forms as Reports

To generate the discovery form as a report:

• Fill in the discovery form.
• Click Save.
• Click Generate report in the top right.
• The Generating Report pop-up opens, with prefilled sections.
• Check the All ECH attachments checkbox to add attachments to the report:
  • The ECH attachments will show.
  • Uncheck any that you do not want in the report.
  • Drag them to arrange them in the desired order.

When All ECH Attachment is checked, attachments can be re-arranged and unchecked for the report.

 

• Click Generate as PDF.

A PDF document is generated and downloaded.