Step G: Reviewing ECHs (Generating Reports)

An ECH can be reviewed for approval in the ECH Detail screen, but some inspectors find it very valuable to review the ECH first as an ECH (online) Report. In the report, all the pieces of the ECH are “glued” together.

It is extremely important that the ECH, prior to Approval, has been reviewed. A few of the most important items to review include:

• Condition Date
• Equipment ID
• Responsible Inspector
• Credited Inspections
• Created Inspections
• Inspection data and codes
• Narrative

To generate a report:

• Click the Report button at the top of your ECH detail page.
• Select the information to show on the report.
• Choose a format output: 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 Step H.

Viewing/Printing multiple ECHs

To view or print 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.

Check the desired ECHs and click the Report button.

 

• Select the ECH Formatted Report from the list.
• Click the drop-down and select the desired sections to be published in the report.
• Specify whether to store all the information in Separate files or in a Combined file.

Select the ECH Formatted Report and click the drop-down.

 

• Click Generate as PDF, or Generate as Word or Print.

Reviewing Dynamic Forms

For more information on using Dashboards, Queries, filters, and the review tool see Using Dynamic Forms.

After reviewing the ECH you can Approve it (Step H).