Contents
About the Equipment Register report
Instruction on how to upload the register report template
List of tags <<>> that are available to use
About the Equipment Register report
The equipment register report is used to generate a list of equipment by clients. There are three types of report templates to choose from.
Equipment Register Report grouped by Pass / Failed / Non-Presented item
To start with please download the Register templates above, and modify them according to your requirements, you can modify the header and footer and add a company logo, etc. The register template has to be created or modified using Microsoft Word and must follow the tag naming conversion when displaying the report values.
Register reports can be accessed by selecting the 'Equipment' button from the toolbar.
- From the 'Equipment Register' page. Users can filter the equipment list by Client, Client site, equipment due, or by entering a search string from the textbox, and click Search.
- From the equipment list result, select the items to include in the report. Click 'Reports', click 'Report Report' from the dropdown menu.
- From the Report Template dialog box select the desired register template and click 'Generate Report'.
Instructions on how to Upload the Register Report Template
To upload the register template, please sign in to the Core website.
- From the menu toolbar select 'Setup' and click 'Register Template' from the dropdown menu.
- From the 'Inspection Templates - register' page, select the 'Reports' tab and click 'Add New'. On the dialog box provide the Name of Report, leave the 'Use a Default Template' unchecked, and Upload the register template by clicking the 'Choose file' and hit the Save button to save the changes.
List of tags <<>> that are available to use
- Client and Client Site attributes
- Equipment attributes
- Equipment Type attributes
- Inspection Template attributes
- Job Template attributes
Client and Client Site attributes
Client and Client Site attributes can be used anywhere on the document.
Since the register template is a tabular report. Equipment, equipment type, inspection template, and job template attributes have to be written inside the table.
Below is the sample register template for reference:
This information can be found on the client page.
Tag | Description |
<<Client.Name>> | Client Name |
<<Client.Name_CapitalizeEachWord>> | Use this tag to capitalized each word on the Client name |
<<Client.First Name>> | Contanct First name |
<<Client.Last Name>> | Contact Last name |
<<Client.Contact Name>> | Contact Full name |
<<Client.Address>> | Client Address |
<<Client.Address.Singleline>> | Use this tag to display the Client address in the single line |
<<Client.Address.Singleline.noCountry>> | Use this tag to display the Client address without country name |
<<Client.Description>> | Client Description |
<<Client.Contact Email>> | Client Email address |
<<Client.City>> | Client City |
<<Client.Site.Name>> | Client Site name |
<<Client.Site.Address>> | Client Site address |
<<Client.Site.Address.Singleline>> | Use this tag to display the Client Site address in the single line |
<<Client.Site.Address.Singleline.noCountry>> | Use this tag to display the Client Site address without country name |
<<Client.Site.City>> | Client Site city |
<<Client.Site.Contact Email>> | Client Site reminder email |
Equipment attributes
This information can be found on the Equipment Details page.
Tag | Description |
<<Eq.SerialNumber>> | ID Marking |
<<Eq.Description>> | Description |
<<Eq.ClientRef>> | Client Reference |
<<Eq.LastInspected>> | Last Inspection Date |
<<Eq.NextInspection>> | Next Inspection Date |
<<Eq.Location>> | Location / Location notes |
<<Eq.Barcode>> | Barcode |
<<Eq.ClientLocation>> | Client Site |
<<Eq.Result>> | Latest inspection results possible values: Pass, Failed, Not Seen. |
<<Eq.Comment>> | Last Overall comment |
<<Eq.Equipment Type>> | Equipment type description |
<<Inspector.Full Name>> | Inspector full name |
<<Eq.Status>> | Latest inspection status |
Equipment Type attributes
Below are the sample Equipment Type attributes.
To display the Equipment Type attributes, these naming convention has to be followed.
For instance, to display the value of 'Serial Number' on the certificate.
Begins with '<<Equipment.' followed by Equipment Type Attribute description and ending with '.>>'.
This results to <<Equipment.Serial Number>> where equipment type attribute description = 'Serial Number'.
Inspection Template attributes
Below are the sample Inspection template attributes.
To display the inspection template attributes, these naming convention has to be followed.
For instance, to display the value of 'Certificate Number' on the certificate.
Begins with '<<Inspection.' followed by Inspection Attribute description and ending with '.>>'.
This results to <<Inspection.Certificate Number>> where inspection attribute description = 'Certificate Number'.
Please take note: The inspection template attributes tag has to be exactly the same as the inspection attribute description.
Job Template attributes
Below are the sample Job template attributes.
To display the job template attributes, these naming convention have to be followed.
For instance, to display the value of 'New Color Code' on the certificate.
Begins with '<<eq.ins.job.', followed by Job Attribute description and ending with '.>>'.
This results to <<eq.ins.job.New Color Code>> where job attribute description = 'New Color Code'.
Please take note: The job attributes tag has to be exactly the same as the job attribute description.