The Work Request Summary generates a formatted Excel report that has Project and Task information. It summarizes work requested by location and allows the inclusion of comments.
Report Requirements: The Work Request Summary Report requires an Excel template to be published to the database. By default, the report calls for a template file named SPM_Work_Order.xlsx. An example of such a template is included in the SPM install directory at .\Program Files\EarthSoft\SPM\Report Templates\. The file may be uploaded to the database via EQuIS Enterprise or EQuIS Professional. The PLACE_TYPE column value in DT_FILE must be set to "spm work". See the SPM - Work Request Summary Report article for more information.
From the Reports ribbon, select the Work Request Summary button. The SPM - Work Request Summary (parameter) form appears.
The following report parameters are specific to this Work Request Summary Form - Project Information. The example Excel output below shows where the parameter field values belong. Note all the other fields come from the DT_FACILITY record.
1.Requested by: --> Select name from the drop-down list.
2.Request to: --> Select name from the drop-down list.
3.Facility Manager: --> Enter the facility manager's name, if available.
4.Facility Manager's Phone: --> Enter the facility manager's phone, if available.
5.Former Owner: --> Enter the former facility owner's name, if available.
6.Comments: --> Enter up to five comment lines.
7.Deliverable and Due Dates: --> Enter up to three expected deliverables.
