Maintenance Report

Once in the Maintenance Report section

1. Tap the second tab on the menu, the Maintenance Report view.
2. The view loads with Vehicle Maintenance, Equipment Maintenance and Inspection Follow. Are the three types of Maintenance Reports in R & T Electric Pro. Tap on one of them to view the reports in that section.

To Search Job Safety Analysis: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Job Safety Analysis search by description. Enter your search criteria and click the Search button.

3. Scroll the list of Maintenance Reports until the desired Maintenance Report is displayed on the screen. Listing the maintenance report type in black text on the top line, the report date in black text on the second line one the left side and the the inspected by on the right side in black text.
4. Tap on the Maintenance Report you would like to view. This loads the maintenance report edit screen.

The first step in completing a Maintenance Report is completing the details of the report, including the date, the employee submitting the report and if a vehicle maintenance report the vehicle.

Once on the Maintenance Report you would like to Edit, on the details tab.

1. Vehicle select box. The Vehicle select box appears if the maintenance report was created for a vehicle. Users must select a vehicle, after creating a vehicle maintenance report.

>Vehicle are listed in descending order with the vehicle description.

1. Scroll the list of vehicles until the desired vehicle is displayed on the screen.
2. Tap the desired vehicle to select it.
2. Date: The date field allow field staff to choose the date the maintenance report occurs.
1. Tap the Date button to open the Choose Date screen.
2. Scroll the calender screen and select the date from the calender.
3. Employee select box.

To Search Employees: Pull down on the list view, the search is defaulted to search by last name. The other option for the Employee search is by first name. Enter your search criteria and click the Search button.

Employees are listed in descending order.

1. Scroll the list of employee until the desired employee is displayed on the screen.
2. Tap the desired employee to select it.
4. Tap Edit Maintenance Report Details button to save any changes to the Maintenance Report Details.
• A pop-up message that reads Maintenance Report Details have been Saved indicates that the maintenance report details have been saved.

Once on the Maintenance Report you would like to Edit, on the details tab.

1. Tap the Reported by Signature button to open the View Signature screen.
2. Tap the Create new button to open the Signature Edit screen.
3. Sign in the white space beneath the Save New Drawing Here label.
4. Tap Save in the top right corner of the screen to update the Signature field.

Maintenance Report Issues, can only be added for Maintenance Reports that are created from scratch. Maintenance Reports created from inspections can not have issues added to them.

Once on the Maintenance Report you would like to Edit, on the details tab.

1. Tap the Issues at the top of the screen to open the Maintenance Issues screen. The screen loads with the maintenance issues. The Problem Area in black text, with the Deficiencies or Comments in black text.
2. Tap the Add button on the top right corner, this loads the add maintenance detail screen.
Fields
3. Problem Area: The problem area field allows field staff to enter a description of where the problem area that requires attention. The Character limit of the field is 250.
4. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
5. Tap the + icon in the top right corner to add the a maintenance report issue.

Maintenance Report Issues, can only be added for Maintenance Reports that are created from scratch. Maintenance Reports created from inspections can not have issues added to them.

Once on the Maintenance Report you would like to Edit, on the details tab.

1. Tap the Issues at the top of the screen to open the Maintenance Issues screen. The screen loads with the maintenance issues. The Problem Area in black text, with the Deficiencies or Comments in black text.
2. Tap the Add button on the top right corner, this loads the add maintenance detail screen.
Fields
3. Equipment select box: The equipment field allows field staff to select the equipment to add a maintenance report detail for.

If you select a piece of equipment, the description, tool number and serial number will be saved when the record saves

1. Scroll the list of equipment until the desired equipment is displayed on the screen.
2. Tap the desired equipment to select it.
4. Tool Description: The tool description field allows field staff to enter a description of the tool or equipment that requires attention. The Character limit of the field is 250.
5. Tool Number: The tool number field allows field staff to enter a tool number of the tool or equipment that requires attention. The Character limit of the field is 50.
6. Serial Number: The serial number field allows field staff to enter a serial number of the tool or equipment that requires attention. The Character limit of the field is 50.
7. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
8. Tap the + icon in the top right corner to add the a maintenance report issue.

Maintenance Report Issues, can only be added for Maintenance Reports that are created from scratch. Maintenance Reports created from inspections can not have issues added to them.

Once on the Maintenance Report you would like to Edit, on the details tab.

1. Tap the Issues at the top of the screen to open the Maintenance Issues screen. The screen loads with the maintenance issues. The Problem Area in black text, with the Deficiencies or Comments in black text.
2. Tap the Add button on the top right corner, this loads the add maintenance detail screen.
Fields
3. Equipment: The equipment field allows field staff to enter a description of the equipment that requires attention. The Character limit of the field is 250.
4. Problem Area: The problem area field allows field staff to enter a description of where the problem area that requires attention. The Character limit of the field is 250.
5. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
6. Tap the + icon in the top right corner to add the a maintenance report issue.

Maintenance Report Issues, can only be added for Maintenance Reports that are created from scratch. Maintenance Reports created from inspections can not have issues added to them.

Once on the Maintenance Report you would like to Edit, on the details tab.

1. Tap the Issues at the top of the screen to open the Maintenance Issues screen. The screen loads with the maintenance issues. The Problem Area in black text, with the Deficiencies or Comments in black text.
2. Tap the Add button on the top right corner, this loads the add maintenance detail screen.
Fields
3. Location Description: The location description field allows field staff to enter a description of the location where the fire extinguisher is located that requires attention. The Character limit of the field is 250.
4. Fire Extinguisher Description: The fire extinguisher description field allows field staff to enter a description of fire extinguisher that requires attention. The Character limit of the field is 250.
5. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
6. Tap the + icon in the top right corner to add the a maintenance report detail.

Maintenance Report Issues, can only be added for Maintenance Reports that are created from scratch. Maintenance Reports created from inspections can not have issues added to them.

Once on the Maintenance Report you would like to Edit, on the details tab.

1. Tap the Issues at the top of the screen to open the Maintenance Issues screen. The screen loads with the maintenance issues. The Problem Area in black text, with the Deficiencies or Comments in black text.
2. Tap the Add button on the top right corner, this loads the add maintenance detail screen.
Fields
3. Location Description: The location description field allows field staff to enter a description of the location where the first aid kit is located that requires attention. The Character limit of the field is 250.
4. First Aid Kit Description: The first aid kit description field allows field staff to enter a description of first aid kit that requires attention. The Character limit of the field is 250.
5. Item Description: The Item description field allows field staff to enter a description of item in the first aid kit that requires attention. The Character limit of the field is 250.
6. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
7. Tap the + icon in the top right corner to add the a maintenance report detail.

Once on the Maintenance Report you would like to view

1. Tap the Issues at the top of the screen to open the Maintenance Issues screen. The screen loads with the maintenance issues. The Problem Area in black text, with the Deficiencies or Comments in black text.
2. Scroll the list of Issues until the desired issue is displayed on the screen.
3. Tap on the desired issue. This loads the edit Issue screen.

Once on the Maintenance Report Issue you would like to Edit

Fields
1. Problem Area: The problem area field allows field staff to enter a description of where the problem area that requires attention. The Character limit of the field is 250.
2. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
3. Tap the Save button in the top right corner to save the maintenance issue.

Once on the Maintenance Report Issue you would like to Edit

Fields
1. Tool Description: The tool description field allows field staff to enter a description of the tool or equipment that requires attention. The Character limit of the field is 250.
2. Tool Number: The tool number field allows field staff to enter a tool number of the tool or equipment that requires attention. The Character limit of the field is 50.
3. Serial Number: The serial number field allows field staff to enter a serial number of the tool or equipment that requires attention. The Character limit of the field is 50.
4. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
5. Tap the Save button in the top right corner to save the maintenance issue.

Once on the Maintenance Report Issue you would like to Edit

Fields
1. Equipment: The equipment field allows field staff to enter a description of the equipment that requires attention. The Character limit of the field is 250.
2. Problem Area: The problem area field allows field staff to enter a description of where the problem area that requires attention. The Character limit of the field is 250.
3. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
4. Tap the Save button in the top right corner to save the maintenance issue.

Once on the Maintenance Report Issue you would like to Edit

Fields
1. Location Description: The location description field allows field staff to enter a description of the location where the fire extinguisher is located that requires attention. The Character limit of the field is 250.
2. Fire Extinguisher Description: The fire extinguisher description field allows field staff to enter a description of fire extinguisher that requires attention. The Character limit of the field is 250.
3. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
4. Tap the Save button in the top right corner to save the maintenance issue.

Once on the Maintenance Report Issue you would like to Edit

Fields
1. Location Description: The location description field allows field staff to enter a description of the location where the first aid kit is located that requires attention. The Character limit of the field is 250.
2. First Aid Kit Description: The first aid kit description field allows field staff to enter a description of first aid kit that requires attention. The Character limit of the field is 250.
3. Item Description: The Item description field allows field staff to enter a description of item in the first aid kit that requires attention. The Character limit of the field is 250.
4. Deficiency or Issue: The deficiency or issue field allows field staff to enter a description of the issues found for the problem. The Character limit of the field is 250.
5. Tap the Save button in the top right corner to save the maintenance issue.

Once on the Maintenance Report you would like to view

1. Tap the Issues at the top of the screen to open the Maintenance Issues screen. The screen loads with the maintenance issues. The Problem Area in black text, with the Deficiencies or Comments in black text.
2. Scroll the list of Issues until the desired issue is displayed on the screen.
3. Swipe from the right edge to the left to bring up the delete button for the maintenance issue.
4. Tap the Delete button. The maintenance issue will be deleted.

For all maintenance issues, R & T Electric Pro gives the field staff the ability to add follow up to how a issue was resolved.

Once on the Maintenance Issue you would like to Edit

1. Tap the Follow Up icon at the top of the screen to open the Edit Follow Up screen.
Fields
2. Creation Date: The creation date field allow field staff to choose the date the maintenance issue is reported.
1. Tap the Date button to open the Choose Date screen.
2. Scroll the calender screen and select the date from the calender.
3. Follow Up Date: The follow up date field allow field staff to choose the date the maintenance issue is followed up.
1. Tap the Date button to open the Choose Date screen.
2. Scroll the calender screen and select the date from the calender.
4. Repaired By: The repaired by field allows field staff to enter a description of who repaired the issue. The Character limit of the field is 100.
5. Description of Follow Up: The description of follow up field allows field staff to enter a description of what was done to fix the issue. The Character limit of the field is 250.
6. Follow Up Status select box. Users can enter if the issue has been resolved, needs further action or has not been dealt with

>Follow Up Status are listed in descending order with the name.

1. Scroll the list of follow up status's until the desired status is displayed on the screen.
2. Tap the desired follow up status to select it.
7. Follow Up By select box. Allows the user to select the employee who was in charge of the follow up of the issue. This can be the person who sent the equipment to a service provider to be fixed.

Employees are listed in descending order.

1. Scroll the list of employee until the desired employee is displayed on the screen.
2. Tap the desired employee to select it.
8. Tap the Save Maintenance Follow Up button on the top right corner of the screen to save the maintenance follow up.

Once on the Maintenance Report you would like to Submit, on the details tab.

1. Tap the Submit Maintenance Report button.

Once in the Maintenance Report section

1. Tap the second tab on the menu, the Maintenance Report view.

To Search Job Safety Analysis: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Job Safety Analysis search by description. Enter your search criteria and click the Search button.

2. Scroll the list of Maintenance Reports until the desired Maintenance Report is displayed on the screen. Listing the maintenance report type in black text on the top line, the report date in black text on the second line one the left side and the the inspected by on the right side in black text.
3. Swipe from the right edge to the left to bring up the delete button for the maintenance report.
4. Tap the Delete button. The maintenance report will be deleted.

1. The Third tab, the History view loads with Vehicle Maintenance, Equipment Maintenance and Inspection Follow. Are the three types of Maintenance Reports in R & T Electric Pro. Tap on one of them to view the reports in that section.
2. Scroll the list of Maintenance Report Types until the desired Maintenance Report Type is displayed on the screen.
3. Tap on the Maintenance Report Type you would like to view. This loads Report Type in red text, employee whom reported the maintenance report in black text, date of the Maintenance Report in red text . .

To Search Job Safety Analysis: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Job Safety Analysis search by description. Enter your search criteria and click the Search button.

4. Scroll the list of Maintenance Reports until the desired Maintenance Report is displayed on the screen.
5. Tap on the Maintenance Report you would like to view. This loads the first tab, the Maintenance Report details tab of the History view. It loads the following details including date, reported by and reported by signature.
6. Tap the second tab, the Maintenance Report Issues's tab of the History view. This loads with the part of the equipment that has the issue and the deficiency or comments for each issue.
7. Tap on the issue, for the full view of the issues details. Depending on the type of maintenance report the fields are different.
8. On the Issue details view, Tap on the Follow up Tab to view the Follow up Details

To ensure field staff have the most up to date copy of the equipment and vehicles in the companies fleet make sure to update your phone on a regular basis. For more information about updating your phone.

1. From the Menu screen, tap the Updates button.
2. Scroll the list of sections until you find the Maintenance Report button.
3. Tap on the Maintenance Report button.