Run Report - Inspection

Inspection reports allow you to view and print reports about inspections for your installation. These reports aid management in overseeing inspection results and analyzing scoring for quality control.

Your security rights determine whether you can run inspection reports and which properties you can run the reports on. If you do not have the required security rights, contact your system administrator.

To run Inspection reports:

  1. Access the Inspection module by clicking the Inspection link at the top of the page.

  2. Select the Run Report tab.

  3. In the Select a report field, select the report you want to run.

  4. Specify report criteria.

  5. Click OK to run the report.

The following Inspection reports are available:

ClosedInspection Item Summary

The Inspection Item Summary report provides a summary of all items inspected during the specified date range. Using this report, you can view the inspection date, score, name of the item inspected, the condition of the item, and any asset associated with the inspection.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Display Score as – Select the Percentage or Raw Score radio buttons to determine how the score is displayed.
  • Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
  • Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
  • Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.
  • Space/Floor – Select a value to find inspections that occurred on a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to find inspections that occurred in a particular zone within the property.
  • Tower/Wing – Select a value to find inspections that occurred in a particular tower or wing within the property.
  • Floor – Select a value to find inspections that occurred on a particular floor within the property.
  • Space – Select a value to find inspections that occurred in a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to find inspections that occurred in a particular subSpace within the property. You cannot select a subSpace until after you select a space.
  • Inspection Class – Select a value to run the report for a specific inspection class.
  • Inspection Type – Select a value to run the report for a specific inspection type. If not specified, the report is run for all types in the associated inspection class.
  • Asset Class – Select a value to run the report for a particular asset class. Asset Classes define more narrow categories of assets within groups (for example, in the HVAC group) where there may be Boilers, Air Compressors, and Exhaust Fans.
  • Asset – Click the Select link to run the report for a specific asset. If you select an Asset Class, you cannot select an individual asset. When selecting a parent asset, the report will show all child assets associated with the parent.
  • Inspector Last Name – Enter a value to search for all inspections performed by a specific user.
  • Inspection Date – Enter two date values to run the report for inspections that have occurred within the specified date range. The system defaults to a date range from the beginning of the calendar year to the present date.
  • Sort By – Select a value to determine how the report data is sorted. If sorted by Inspection Date, the report displays the oldest inspections first. If sorted by Inspector, Inspection Date, the report is sorted alphabetically by the inspectors last name, then by the inspection date.
  • Include General Comments? – Select the check box to include comments entered by the inspector about the inspection.

Report Output

The generated report contains one row for each inspection. The results include:

  • Inspection Date – the date on which the inspection took place
  • Month/Year – the month and year in which the inspection took place
  • Inspection ID – the inspection identification number
  • Item – the item that was inspected
  • Score – the inspection score; items with no score display as N/A
  • Condition – the condition of the inspected item
  • Comments – any comment entered for the inspection item
  • Property – the property where the inspection occurred
  • Tower/Wing – the tower or wing within the property where the inspection occurred
  • External Property – the property's external identification number (used in conjunction with external accounting systems)
  • Location – one or more columns indicating the Tower/Wing, Floor, Space, and subSpace within the property where the inspection took place.
  • Inspection Class – the inspection class
  • Inspection Type – the inspection type
  • Inspector – the name of the person who performed the inspection
  • Room/Area – the area where the inspection occurred; further definition of the space/floor
  • Occupant – the name of the person or company associated with the inspection location
  • Asset Name – the name of the asset associated with the inspection
  • Asset # – the asset identification number
  • General Comments – the inspector's comment about the inspection item; included only if the Include General Comment check box was selected
  • LCAM – Yes if the inspection was set up as a Facility Conditional Assessment inspection for assets

ClosedInspection List

The Inspection List report provides a summary of inspections that occurred within the specified date range, along with an overall average inspection score.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
  • Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
  • Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.
  • Space/Floor – Select a value to find inspections that occurred on a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to find inspections that occurred in a particular zone within the property.
  • Tower/Wing – Select a value to find inspections that occurred in a particular tower or wing within the property.
  • Floor – Select a value to find inspections that occurred on a particular floor within the property.
  • Space – Select a value to find inspections that occurred in a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to find inspections that occurred in a particular subSpace within the property. You cannot select a subSpace until after you select a space.
  • Property Status – Select a value to run the report for Active, Inactive, or All properties.
  • Inspection Class – Select a value to run the report for a specific inspection class.
  • Inspection Type – Select a value to run the report for a specific inspection type. If not specified, the report is run for all types in the associated inspection class.
  • Asset Class – Select a value to run the report for a particular asset class. Asset Classes define more narrow categories of assets within groups (for example, in the HVAC group) where there may be Boilers, Air Compressors, and Exhaust Fans.
  • Asset – Click the Select link to run the report for a specific asset. If you select an Asset Class, you cannot select an individual asset. When selecting a parent asset, the report will show all child assets associated with the parent.
  • Inspector Last Name – Enter a value to search for all inspections performed by a specific user.
  • Inspection Date – Enter two date values to run the report for inspections that have occurred within the specified date range. The system defaults to a date range from the beginning of the calendar year to the present date.
  • Include Not Inspected? – Select the check box to include properties with no inspections on record.
  • Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
  • Include General Comments? – Select the check box to include comments entered by the inspector about the inspection.

Report Output

The generated report contains one row for each inspection. The results include:

  • Inspection Date – the date on which the inspection took place
  • Inspection Entry Date – the date the inspection was entered
  • Month/Year – the month and year in which the inspection took place
  • Inspection ID – the inspection identification number
  • Inspector – the name of the person who performed the inspection
  • Property – the property where the inspection occurred
  • Tower/Wing – the tower or wing within the property where the inspection occurred
  • Ext Property ID – the property's external identification number (used in conjunction with external accounting systems)
  • Property Type – the type of property
  • Property Status – the current state of the property (for example, active or inactive)
  • Location – one or more columns indicating the Tower/Wing, Floor, Space, and subSpace within the property where the inspection took place.
  • Room/Area – the area where the inspection occurred; further definition of the space/floor
  • Inspection Class – the inspection class
  • Inspection Type – the inspection type
  • Asset – the asset associated with the inspection
  • Score – the inspection score; items with no score display as N/A
  • Total Inspection Score – this value appears at the bottom of the report and indicates the average score of all inspections

ClosedProperty Inspections YTD

The Property Inspections YTD report lists the date on which an inspection of a particular class and type was last performed during the specified time frame (by default, year-to-date). This report does not list all inspections year to date, only the most recent inspection. You must select an inspection class to run this report. This report is generated in HTML format only.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
  • Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
  • Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.
  • Space/Floor – Select a value to find inspections that occurred on a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to find inspections that occurred in a particular zone within the property.
  • Tower/Wing – Select a value to find inspections that occurred in a particular tower or wing within the property.
  • Floor – Select a value to find inspections that occurred on a particular floor within the property.
  • Space – Select a value to find inspections that occurred in a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to find inspections that occurred in a particular subSpace within the property. You cannot select a subSpace until after you select a space.
  • Inspection Class – Select a value to run the report for a specific inspection class.
  • Inspection Type – Select a value to run the report for a specific inspection type. If not specified, the report is run for all types in the associated inspection class.
  • Inspection Date – Enter two date values to run the report for inspections that have occurred within the specified date range. The system defaults to a date range from the beginning of the calendar year to the present date.
  • Include Space/Floor Detail? – Select the check box to include the space/floor information on the report.

Report Output

The generated HTML report contains one row for each property or space and floor. Report columns vary based on the selected inspection class. The results include:

  • Property – the property where the inspection occurred
  • Location – one or more columns indicating the Tower/Wing, Floor, Space, and subSpace within the property where the inspection took place.
  • Inspection Types – additional columns are displayed for each inspection type; each column contains the date on which an inspection of that type was performed

ClosedInspection Follow Up

The Inspection Follow Up report provides a summary of inspections during the specified date range, listing any corrective work order that was generated due to an inspection failure. You can click the link to a corrective work order to view work order details. This report is generated in HTML format only.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
  • Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
  • Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.
  • Space/Floor – Select a value to find inspections that occurred on a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to find inspections that occurred in a particular zone within the property.
  • Tower/Wing – Select a value to find inspections that occurred in a particular tower or wing within the property.
  • Floor – Select a value to find inspections that occurred on a particular floor within the property.
  • Space – Select a value to find inspections that occurred in a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to find inspections that occurred in a particular subSpace within the property. You cannot select a subSpace until after you select a space.
  • Inspection Class – Select a value to run the report for a specific inspection class.
  • Inspection Type – Select a value to run the report for a specific inspection type. If not specified, the report is run for all types in the associated inspection class.
  • Asset Class – Select a value to run the report for a particular asset class. Asset Classes define more narrow categories of assets within groups (for example, in the HVAC group) where there may be Boilers, Air Compressors, and Exhaust Fans.
  • Asset – Click the Select link to run the report for a specific asset. If you select an Asset Class, you cannot select an individual asset. When selecting a parent asset, the report will show all child assets associated with the parent.
  • Inspector Last Name – Enter a value to search for all inspections performed by a specific user.
  • Inspection Date – Enter two date values to run the report for inspections that have occurred within the specified date range. The system defaults to a date range from the beginning of the calendar year to the present date.
  • Sort By – Select a value to determine how the report data is sorted. If sorted by Inspection Date, the report displays the oldest inspections first. If sorted by Inspector, Inspection Date, the report is sorted alphabetically by the inspectors last name, then by the inspection date.
  • Include General Comments? – Select the check box to include comments entered by the inspector about the inspection.

Report Output

The generated HTML report contains one data block for each inspection. The results include:

  • Inspection Date – the date on which the inspection took place
  • Inspection ID – the inspection identification number
  • Inspector – the name of the person who performed the inspection
  • Property – the property where the inspection occurred, including floor, space, and subSpace information, if enabled
  • Tower/Wing – the tower or wing within the property where the inspection occurred
  • Class/Type – the inspection class and inspection type
  • Asset – the asset associated with the inspection; displayed for inspections only
  • Requestor – the name of the person requesting the survey; displayed for surveys only
  • Score – the overall score for the inspection
  • Corrective ID – a link indicating the ID number for any corrective work order generated due to inspection failure
  • Comments – any comment entered for the inspection item
  • Assigned To – the name of the user the corrective work order was assigned to
  • Status – the status of the corrective work order
  • Items – a list of items that were inspected
  • Score – a list of scores for each inspection item
  • Condition – a list of the conditions of each inspected item
  • Weight – a list of the weights of each inspection item; used for scoring calculations
  • Comments – a list of comments entered for each inspection item

ClosedSurvey Item Detail

The Survey Item Detail report provides a summary of all survey data obtained during the specified time frame. Using this report, you can identify the request ID number of the original request that generated the survey and the score that each survey item received.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Display Score as – Select the Percentage or Raw Score radio buttons to determine how the score is displayed.
  • Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
  • Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
  • Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.
  • Space/Floor – Select a value to find inspections that occurred on a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to find inspections that occurred in a particular zone within the property.
  • Tower/Wing – Select a value to find inspections that occurred in a particular tower or wing within the property.
  • Floor – Select a value to find inspections that occurred on a particular floor within the property.
  • Space – Select a value to find inspections that occurred in a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to find inspections that occurred in a particular subSpace within the property. You cannot select a subSpace until after you select a space.
  • Inspection Class – Select a value to run the report for a specific inspection class.
  • Inspection Type – Select a value to run the report for a specific inspection type. If not specified, the report is run for all types in the associated inspection class.
  • Inspector Last Name – Enter a value to search for all inspections performed by a specific user.
  • Inspection Date – Enter two date values to run the report for inspections that have occurred within the specified date range. The system defaults to a date range from the beginning of the calendar year to the present date.
  • Space/Floor – If a property is selected, the Region field is replaced by the Space/Floor field. Select a value to run the report for a particular space or floor.
  • Include General Comments? – Select the check box to include comments entered by the inspector about the inspection.

Report Output

The generated report contains one row for each survey. The results include:

  • Survey Date – the date on which the survey took place
  • Month/Year – the month and year on which the survey was taken
  • Inspection ID – the inspection identification number for the survey
  • Request ID – the work order ID number that generated the survey
  • Type – the work order request type
  • Sub Type – the work order request subType
  • Service Type – the type of service provided
  • Item – the survey question answered
  • Item Score – the score that survey item received
  • Condition – the survey condition; in most cases this column will include the value N/A since conditions are not used with surveys
  • Item Comment – any comment entered in response to the survey question
  • Property – the property associated with the work order that generated the survey
  • Tower/Wing – the tower or wing within the property where the inspection occurred
  • Ext Property ID – the property's external identification number (used in conjunction with external accounting systems)
  • Property Type – the type of property associated with the work order that generated the survey
  • Property Status – the current state of the property (for example, active or inactive)
  • Location – one or more columns indicating the Tower/Wing, Floor, Space, and subSpace within the property where the inspection took place.
  • Inspection Class – the inspection class of the survey
  • Inspection Type – the inspection type of the survey
  • Inspector – the name of the person who took the survey
  • Requestor – the name of the person initiating the work order
  • Occupant – the name of the person or company associated with the location of the work order that generated the survey
  • Overall Survey Score – the survey score

ClosedAsset Reading Summary

The Asset Reading Summary lists a summary of inspection data and includes asset readings from equipment associated with the inspection. Using this report you can quickly view the asset reading as specified during the inspection.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Region – Select a value to run the report for a particular region. Selecting a region limits the property values that can be selected to the properties within the specified region.
  • Property – Select a value to run the report for a particular property. If a region was selected, only properties within that region are displayed.
  • Location – Select a location using any of the following fields. Location is highly configurable. Your system may display one or more of the following criteria.
  • Space/Floor – Select a value to find inspections that occurred on a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.
  • Zone – Select a value to find inspections that occurred in a particular zone within the property.
  • Tower/Wing – Select a value to find inspections that occurred in a particular tower or wing within the property.
  • Floor – Select a value to find inspections that occurred on a particular floor within the property.
  • Space – Select a value to find inspections that occurred in a particular space within the property. You cannot select a space until after you select a floor.
  • Sub-Space –Select a value to find inspections that occurred in a particular subSpace within the property. You cannot select a subSpace until after you select a space.
  • Inspection Class – Select a value to run the report for a specific inspection class.
  • Inspection Type – Select a value to run the report for a specific inspection type. If not specified, the report is run for all types in the associated inspection class.
  • Asset Class – Select a value to run the report for a particular asset class. Asset Classes define more narrow categories of assets within groups (for example, in the HVAC group) where there may be Boilers, Air Compressors, and Exhaust Fans.
  • Asset – Click the Select link to run the report for a specific asset. If you select an Asset Class, you cannot select an individual asset. When selecting a parent asset, the report will show all child assets associated with the parent.
  • Inspection Date – Enter two date values to run the report for inspections that have occurred within the specified date range. The system defaults to a date range from the beginning of the calendar year to the present date.

Report Output

The generated report contains one row for each inspection. The results include:

  • Inspection Date – the date on which the inspection took place
  • Month/Year – the month and year in which the inspection took place
  • Inspection ID – the inspection identification number
  • Item – the item that was inspected
  • Score – the inspection score; items with no score display as N/A
  • Condition – the condition of the inspected item
  • Comments – any comment entered for the inspection item
  • Property – the property where the inspection occurred
  • Tower/Wing – the tower or wing within the property where the inspection occurred
  • Location – one or more columns indicating the Tower/Wing, Floor, Space, and subSpace within the property where the inspection took place.
  • Inspection Class – the inspection class
  • Inspection Type – the inspection type
  • Inspector – the name of the person who performed the inspection
  • Room/Area – the area where the inspection occurred; further definition of the space/floor
  • Occupant – the name of the person or company associated with the inspection location
  • Asset – the asset associated with the inspection
  • Reading – the asset reading

ClosedScoring Calculations

Inspection scoring uses the formula (Score x Weight) to determine percentage scores. The weight (which is defined by the administrator on the Inspection Item page) can be used to indicate that an inspection item carries greater importance because it is more critical or is used most frequently. For example, in a bathroom inspection, the condition of the toilets might be weighted higher than the condition of the floor. Percentage scores can be determined for a given inspection item and for the overall inspection.

Consider the following example:

Score

  • 3-Excellent
  • 2-Good
  • 1-Poor

Weight of Each Item

  • Bathroom Floor: 1
  • Bathroom Sinks: 1.5
  • Bathroom Toilets: 2

Percentage scores would be calculated as follows:

Score Calculation Examples
Item Weight of Item
(set by Admin)		 Score
(User Entered)		 Adjusted
Score (Calc)		 Max Possible Score (Calc) % Score (Calc)
Bathroom Floor 1 2 2 3 67%
Bathroom Sinks 1.5 2 3 4.5 67%
Bathroom Toilets 2 3 6 6 100%
TOTAL     11 13.5 81%

 

Factors used in these calculations:

  • Adjusted Score – the numeric value of (Score x Weight)
  • Max Possible Score – the numeric value of (Maximum Score x Weight)
  • Score % – the percentage value, calculated (Adjusted Score / Maximum Adjusted Score)