How to Generate the 2 Opportunities Editable for All UC's Reports

The following article shows FCA Inspectors and Quality Assurance Team personnel how to generate the 2 Opportunities Editable for All UC's Report.

This report enables FCA personnel to evaluate and edit inspection data to make sure it is conforming to the overall ICAMP Program Standards.

1. Go to My Reports in Tririga

A. Login to Tririga

B. Click the My Reports tab on the home page of Tririga.  

C. Click the Community sub-tab on My Reports.

D. Enter Opportunities Editable in the Title text field and ICAMP in the Tag text field and click the Apply Filters link.

E. Click the document icon to the left of the 2 Opportunities Editable for All UC’s report.

2. The 2 Opportunities Editable for All UC’s Report

A. Filter your search of this report by the following fields:

  • Inspected By, or
  • Building

Click the Apply Filters link.

Where possible, when generating a report, always try to filter by Inspector and Building fields. Doing so will prevent working with and saving too many records at one time which can impact overall system performance.

B. This action will generate the desired report.

C. Click the Export button at the bottom of the report screen to export it to an Excel spreadsheet which is downloaded to your computer.

3. Editing Tririga Records Within the Report

A. The following fields in the Opportunities Editable for All UC's report may be edited or added to as necessary:

Editable Fields:

  • Opportunity Name
  • Opportunity Description

For example:

IMPORTANT NOTE: Editing or adding any additional data to these fields in the report will update the records in Tririga and FieldFLEX.

4. Report Contents Reference Information

Report Contents

► Building

  • Name of the building the BSII belongs to.

► Inspected By

  • The user who initiated the inspection of this BSII.

► BSII ID

  • The identifier for the BSII

► BSII Description

  • This field should only include additional information or details about the asset.  Do not use this field to describe its condition, what needs to be done to repair or replace the asset, or why an opportunity is being created (end of life, not functioning as designed)  those details should be included in the opportunity description.

► Opportunity Name

  • Verify adheres to standard
  • Standard:  VERB, STANDARD BSII NAME
  • If not, then can use the report “2  Opportunities Editable for All UCs” to modify as needed

► Opportunity Description

  • Verify adheres to standard
  • This field should be used by inspectors to elaborate on the why the opportunity was created  what criteria were met, what has been observed that has caused you to create the opportunity, what are the consequences and likelihood of failure.

► Reference Location

  • In addition to building, floor, and space, “Reference Location” further distinguishes a BSI’s position for future identification by inspectors and or other users of the information trying to better identify where an asset is located within or around a building

► Campus-Nameplate-Data

  • This field should be used to capture the name that has been given to the asset and appears on the tag\placard attached to the asset

► Deficiency Type

  • Since the objective of the FCA program is to identify Deferred Maintenance, the system defaults the Opportunity Type to DM
  • However, some work may involve code issues, upgrades, or dealing with larger improvement projects.  In this case the inspectors can assign one of the other opportunity types
  • Always check to make sure the appropriate Opportunity Type has been selected

► Opportunity ID

  • Identifier of the Opportunity

► Condition Code

  • When assigning the Opportunity Condition rating, consider what the condition is of the deficient quantity of the inventoried item
  • The Opportunity condition should always have a rating that is equal to or less than the BSII condition rating
  • Typically, to warrant the creation of an opportunity, the condition of the inventoried item should be adequate or lower

► Deterioration Code

  • When assigning the Deterioration rating, consider how deteriorated the asset is with respect to its physical condition, age, efficiency and performance

► Urgency Code

  • When assigning the Urgency rating, consider what the appropriate timeframe should be for when the repair or replacement should be addressed

► Quantity Deficient

► Estimated Cost

  • This field represents the total cost of the opportunity that has been created and is carried over from the default solution estimate, which reflects the cost estimate line item(s) plus any adders
  • If an Opportunity has been created, then this field should have a value greater than $0.00.  If not, then evaluate the solution and cost estimates to determine identify the problem
    • May need to make solution default and save
    • May need to save the CELI at the solution

► Status

  • Status of the Opportunity record (Draft, Active, Retired, etc.).