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tipThe Compliance WO Report dashboard captures data from all Compliance PM work orders. View compliance across all locations, linked work orders, and spend associated with work orders that bring the location into compliance to monitor and manage compliance efficiently. By providing detailed insights and advanced filtering options, this report ensures you can easily track compliance status, address non-compliance issues promptly, and maintain a clean audit trail. Use this report to stay on top of compliance regulations and keep your operations running smoothly.
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Navigating the Compliance WO Report Dashboard
Section 1. Filters
The Compliance WO Report allows you to filter by the following criteria, in addition to the basic WO report filters:
- WO Tracking Number
- PM Service Description
- PM Frequency Description
- Compliance Status
- Compliance Attachment Status
- Compliance Valid From Date
- Compliance Valid To Date
Section 2. Headline Metrics
The headline metrics in this dashboard change with the filters. Drill in for further data on locations in and out of compliance, linked work orders, and the total invoice amount.
Overall Compliance Percentage
This number displays the overall compliance percentage based on the set filters. A location is considered compliant if:
- The compliance status is set to "Pass" or "Pass with Recommendation."
- For multiple PMs at the same location with the same Service Description and frequency, at least one PM has a Valid To Date that extends beyond today's date.
Total Locations in Compliance
This metric displays the number of locations where all PM services have a "Pass" or "Pass with Recommendation" status and have a Valid To Date beyond today's date.
Total Locations Out of Compliance
This metric shows the total number of locations where a single PM work order is out of compliance or has expired.
Total Invoice Amount on Compliance Work Orders
This displays the total invoice amount for compliance work orders based on the current filters.
Total Completed Follow-Up Work Orders
This metric shows the total number of completed follow-up work orders. Drill-down to view the specific work orders.
Total In-Progress Follow-Up Work Orders
This metric shows the total number of in-progress follow-up work orders, Drill-down to view the specific work orders.
Section 3. Compliance Table
View compliance data broken down per compliance PM work order. Sort and filter the table by the following column headers:
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- WO Tracking Number - Tracking number associated with the compliance PM work order.
- Trade
- Category
- Location Number
- District
- Region
- PM Service Description
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- PM Frequency Description
- Compliance Attachment Status - Denotes whether the work order has an attachment.
- Valid From Date - Date the inspection is validated.
- Valid To Date - Date the compliance inspection is valid until.
- Compliance Comment - Comments associated with this compliance PM.
- Compliance Attachment - Name of the uploaded attachment.
- Linked WO Count - Number of work orders linked to this compliance PM.
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