How To Generate a 4 BSII Document Review (attachments) Report

The following article shows FCA Inspectors and Quality Assurance Team personnel how to generate  4 BSII Document Review (attachments) 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 BSII Document Review in the Title field and ICAMP in the Tag text field and click the Apply Filters link.

E. Click the document icon to the left of the 4 BSII Document Review (attachments) report.

2. The BSII Inspector Closeout Report

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

  • Building

Click the Apply Filters link.

Where possible, when generating a report, always try to filter by Building field. 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.

3. Editing Tririga Records Within the Report

There are no editable fields for this report.

4. Report Contents Reference Information

Report Contents

► Location

  • Name of the building the BSII is in

► Service Class

  • Displays the service class of the BSII (Architecture, Mechanical, Electrical, etc.)

► Spec Class

 

► BSII ID

  • The identifier for the BSII

► BSII Name

  • Standard:  What Asset (spec), Unique ID (Nameplate-#), Type (actual material), Capacity (actual capacity), Location (if rolled up)

► 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.

► BSII Status

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

► Document Name

  • Name of the uploaded document

► Display in FieldFlex

  • Indicates if the image displays within FieldFlex

► Date Created

  • The date the document was created

► Created Date/Time

  • The date and time the document was created

► Modified Date/Time

  • The date and time the document was last modified