Monthly Transfer Switch Report
The Monthly Transfer Switch Report is based upon the Joint Commission’s “20/40 rule” (EC 02.05.07 EP 6). Transfer Switches are tested 12 times per year, but not less than 20 days or greater than 40 days apart, for 30 continuous minutes under load.
The Monthly Transfer Switch Report is a Type – Designer, Sub Type - Complete report that looks for a PM template Frequency of Daily (Frequency: Days Interval, Days: 1) for assets that have an asset Category of Transfer Unit.
The Category code must be TRU for Tranfer Unit.
The Next Available Test Date is equal to Last Completed date (on the PM template) plus 20 days and the Next Due by Date is equal to the Last Completed date (on the PM template) plus 40 days.
A key factor in this report solution is the use of the Variable Schedule option in the PM module. If this option is enabled, then TMS skips a PM generation if there is still an outstanding work order that hasn't been completed. When the PM work order's Status has been changed to Completed, the Next Due Date of the PM template gets automatically forwarded by the Frequency factor. In this case, the Next Due Date is 20 days after the day the Status was changed to Completed.
You can find the report by executing a simple query in the Reporting module.
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From the Reports menu, select Query.
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In the Segment field, select System. Standard reports are stored in the System segment.
- In the Name field, enter *transfer switch*. This will return all reports with the word “transfer switch” in the name.
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Double-click the Monthly Transfer Switch Report.
