Report Type

Note: This list will not accurately reflect the names of Report Types if they have been changed (see Configure report types).

• First, choose the type of report to generate by clicking on the drop-down button () presented to the right of the Report listing, then left-clicking to select the desired report type.

  

  There are several report types available, each with a specific intended function. Choose the one that best fits your needs.

Tip: Users familiar with the classic Procedure Auditor and Procedure Monitor applications will find that the following reports, detailed in the complete list below, provide output identical (or similar) to those accessible in the classic applications.
Completed / In Progress: Provides the same information as classic Procedure Auditor.
Scheduled: Retrieves the same information as Procedure Monitor’s "Statistics" tab.
Bad Actors: Generates output comparable to the Procedure Monitor’s "Bad Actors" tab.
Virtual Log: Provides the same information as classic Procedure Auditor when in the "Log Manager."

Auditor Reports

The following reports, classified as Auditor Reports. The Auditor Reports are Plant-scoped, returns information regarding field-collected data, and are of interest to the auditors.

• Audit Report: Shows changes to System Configuration and Permissions of AVEVA Mobile Operator. The audit trail indicates the type of change, the user who made the change, what it affected, and at what time (and from which computer) the modification was made.

• Completed / In Progress: Lists all Procedures that were completed, or are In Progress, within the specified dates and that match all other criteria. This report is ideal for auditing, specifically for approving completed Procedures.

• Scheduled: Finds Procedures based on their scheduled dates.

• Procedure Status Monthly: Lists all Procedures based on their Status (Missed / Complete / Active) and grouped by Month.

• Procedure Status Base / User: Lists all Procedures based on their Status (Missed / Complete / Active) and grouped by Base and User.

• Data Filter: Searches Procedures based on the types of Data Filters that appear in each.

• Virtual Log: Finds Virtual Log Book entries created by mobile application users or by users with Auditor Plus. New Virtual Logs can be created via the option in the File menu; see Interpret and manipulate Report results for details.

• Notes: Finds Notes entered by mobile application users, or by auditors using Auditor Plus.

• Bad Actors: Uses Data Filters to find Assets that have consistently been out of specifications and may be in need of service or replacement.

• Asset Types: Lists Tasks and Task Groups referencing the selected Asset Type Property / Properties.

For information on interpreting and working with the results of each of the above Report Types, please refer to Interpret and manipulate Report results.

Administrative Reports

The following reports, classified as "Administrative Reports," do not involve field-collected data. They are most useful to Administrators and Procedure builders.

Note: Access to the reports listed below is governed permissions in the Administration, or Procedure Builder, sections of Administration: Security. Refer to the list below to determine the specific permissions required for each.

Note: For the reports listed below, only the Report Type search parameter needs selection.

• User Permissions: Gives a complete list of User accounts and the permission(s) assigned to each. One of the following permissions is required to access this report:

  Administration: Add / Remove Permissions

  Administration: All Permissions

• POD/Roles: Provides a list of Procedures On Demand (PODs) and the Role(s) to which each is assigned. One of the following permissions is required to access this report:

  Procedure Builder: Design Procedures

  Procedure Builder: Review Procedures

  Administration: All Permissions

• Asset Utilization: Displays a list of Assets in use by Procedures. One of the following permissions is required to access this report:

  Procedure Builder: Design Procedures

  Procedure Builder: Review Procedures

  Procedure Builder: Manage Assets

  Administration: All Permissions

• Procedure Audit: Shows the last revision date of each Procedure, and the User account responsible for the edit. One of the following permissions is required to access this report:

  Procedure Builder: Design Procedures

  Procedure Builder: Review Procedures

  Administration: All Permissions

• User/Group: Returns a complete list of Users, and the Group(s) to which each user belongs. One of the following permissions is required to access this report:

  Administration: Add, Edit and Delete Users

  Administration: All Permissions

For information on interpreting and working with the results of each of the above Report Types, please refer to Interpret and manipulate Report results