Inspection Excel Sheet

The Custom Output field on the Configurator Maintenance screen allows you to design your own inspection sheet template. This gives you the ability to output the data from a configured repair order or service inspection into a format that works best for your company. This can be useful for giving your customers a copy of the inspections or repairs your technicians performed.

In order to utilize the custom output option to an Excel spreadsheet, you first need to create the configuration.

After you create the configuration for the inspection or repair for which you want to create an Excel sheet, use Excel to create a template for that configuration. All template files should be stored in the JobFiles\Templates folder, where JobFiles is the system job files folder for SR. The template files should be Excel worksheets (*.xlsx) and have a "Sheet1" sheet to populate.

The Excel templates should have cells with labels that match the Field ID field codes in the configuration. The values in the Field ID fields will be mapped to the cells labeled with matching field codes in the template.

For each field in the configuration, you can choose from 4 formats:

  1. FieldName: For example, MEGOHM.
  2. FieldName_N: This will print the notes associated with the field if any were entered in the transaction.
  3. FieldName_E: This will print the employee ID associated with the field in the transaction record. The employee field is from tblCfConfigTransDtl.EmployeeID.
  4. FieldName_T: This will print the time associated with the field in the transaction record. The time field is from tblCfConfigTransDtl.UpdateTime.

You can also use fixed field names on the Excel sheet. These fields are read from the Customer or the Job record.

Completed (from tblCfConfigTrans.Completed)

JobNumber

JobDeptCode

JobDeptDescr

JobTypeCode

JobTypeDescr

CustID

CustName

Addr1

Addr2

City

Region

PostalCode

CityStZip

CustPhone

CustEmail

CustContact

ShipToNo

ShipToName

ShipToAddr1

ShipToAddr2

ShipToCity

ShipToRegion

ShipToPostalCode

ShipToCityStZip

TransDate

PromiseDate

ShipDate

InvoiceDate

PONumber

PORelease

MiscNo

JobDescr

NPDescr (nameplate description)

WarrantyFlag

Rep1Id

Rep1Name

ShipVia

JobPriority

FailCode1

FailCode2

FailCode1Descr

FailCode2Descr

ShopLocation

QuoteAmount

EstimateAmount

EnteredBy

SpecialInst

NPDescription

(first 20 nameplate fields below)

NPLabel1

NPLabel2

NPLabel3

...

NPLabel20

NPValue1

NPValue2

NPValue3

...

NPValue20

During mobile inspection entry, you have the ability to take pictures when you are on any question, up to 99 pictures per question. The system automatically names the pictures with the field name and a two-digit zero-filled sequence number ("FieldName00"). These fields are automatically uploaded to the JobFiles\JobNumber\Inspection subfolder as a .jpg file. For example, if the field name is SHAFT, the first picture will be SHAFT01.jpg, the second will be SHAFT02.jpg, etc.

You can place a Rectangle object onto the sheet in any position and size it to fit the space in which you want the picture to end up. Use the insert/shapes option in Excel to insert the rectangle. Name the rectangle object to match the picture name. For example, if the picture name will be SHAFT01.jpg, name the rectangle object SHAFT01_P. The system will output the picture into the space held by the rectangle object.