You know those sheets of paper on top of every piece of equipment in your warehouse? The ones that indicate why it's there, where's it going and usually with nearly illegible handwriting in all the blanks? This process will allow you/your users to generate those forms.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
This cover sheet will include the equipment record customer, location customer, location remarks, as well as all the custom property attributes you have associated to the equipment selected for the report.
The SSRS report will prompt you to enter in the Equipment ID# you wish to print the form for and then print out all the information with 1 machine per page.
Run Schedule: On Demand
Type of Output: On Demand SSRS Report
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Sample
Sample
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Variables
Variables
No Variables
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Alert Functionality
Alert Functionality
1. This report requires rights to inventory reports and service contract reports. It also requires standard SSRS Report access set up. Please see THIS LINK for those onetime set up instructions.
2. You can also create a quick link for your warehouse staff direct to this report by using eAuto's Add-In Manager, see THIS LINK for how to set up.
3. The sample above shows the following, which is taken from the equipment record below:
A. Status on Equipment Record shows at top with ID# and Model/Serial Number Details
B. Shows both Customer and Customer Location details from Equipment Record
C. If accessories linked to main box, then those accessories will also show on Cover Sheet
D. Most recent meter(s) from Equipment Record will show along with any Meter Notes (i.e. estimated)
4. Custom properties are added in the equipment record. When turned on they will appear in lower portion of the sample page above. An example of the custom property tab in the equipment record is below:
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OnDemand Report Filters
OnDemand Report Filters
1. Just enter the Equipment ID# of the device, select if you want Custom Properties listed on Cover Sheet and then select header color.
2. Additional Notes (optional): can add any needed additional text/notes to print on Cover Sheet (one time option to be included at time of printing)
3. Cover Sheet will populate any/all Custom Properties with a value entered. Any Custom Properties with no value, will not print on Cover Sheet.
4. Select the color background so you can easily see from afar the color. Use the color options to identify different stages from afar in your warehouse.
5. To print the Cover Sheet, go to disc icon and select export to PDF, document formatted for 8.5 x 11 portrait printer settings. Or you can use printer icon to print directly if your web browser is configured to do so.
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Best Practices & Tips
Best Practices & Tips
1. SSRS Reports are accessed using your web browser.
2. All clients using SSRS Reports have ID708/SSRS User Rights listed under SSRS Reports. Please use this tool to confirm users are set up (per instructions below) and the corresponding e-auto permissions are granted to access varying SSRS Reports.
3. We manage security by linking your Windows domain and username (domain\username) to your e-automate user ID. Users will need e-auto permissions to access the module's reports (i.e. Service Reports, Financial Reports). The name in brackets before the SSRS Report Name indicates which module.
4. Note: This simply links your e-automate rights to the SSRS report. If you don't have appropriate rights in e-automate, our report will not run. It will give you a message explaining rights needed.
5. For this report you will need e-auto permissions ("View" rights) for ID827/ Equipment Cover Sheet - Inventory reports, Service Contract Reports.
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Related Alerts
Related Alerts
ID420 - Stop Leases from going into Evergreen.
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