Reviewing PLSS ECHs (Generating Reports)

An ECH can be reviewed for Approval in the ECH Details screen. I can also be reviewed in the ECH online Report viewer/window. In the report, all the pieces of the ECH are “glued together". See more about creating Custom Reports Editor.

It is extremely important to review the ECH before Approval. A few of the most important items to review include:

• Condition date
• Equipment ID
• Responsible Inspector
• Credited Inspections
• Created Inspections
• Code Template
• Narrative

To generate a report:

• Click the Report buttonat the top of your ECH detail page.
• Select the information to show on the report.
• Choose an output format: Click on Generate as PDF or Generate as Word.
• The report will become available in your Downloads and will also appear at the bottom, left-hand side, of the window.

Note: The report is only generated if the Narrative has been filled in.

The ECH should only be Final Approved after it has been reviewed. See Approving PLSS ECHs.

Viewing Multiple ECHs

To view one or more ECH on the same Equipment ID:

• Select and pin the Equipment.

Pin the desired Equipment.

• Click on the Condition History Main Menu.
• Click the checkboxes next to the desired ECHs.
• Click the Report button.

Click the desired ECHs and click the Report button.

• Select the ECH Formatted Report from the list.
• Enter the years From and To you want the report to show the data for if necessary.
• Specify whether to store all the information in Separate files or in a Combined file.
• Click Generate as PDF, or Generate as Word.

Select the applicable Report. if necessary, enter the years From and To you need the Report to show the data for, then generate the Report in Separate or Combined Word or PDF Files.

After reviewing the ECH you can Approve it. See Approving PLSS ECHs.

Customizing the Report

• To customize the Report, click the Open button
• Open one of the Available Reports on the left.
• Drag and drop the additional fields from the Available Report Sections to the Create Report section.
• Click Save.