How To Generate a FCA Opportunity Creation Criteria Report

The following article shows FCA Inspectors and Quality Assurance Team personnel how to generate  FCA Opportunity Creation Criteria 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 FCA Opportunity Creation Criteria 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 FCA Opportunity Creation Criteria Report report.

2. The FCA Opportunity Creation Criteria Report Report

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

  • Building Name
  • Inspected By

Click the Apply Filters link.

Where possible, when generating a report, always try to filter by Building Name and Inspected By 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.

3. Editing Tririga Records Within the Report

A. The following fields in the FCA Opportunity Creation Criteria Report report has no editable fields.

4. Report Contents Reference Information

Report Contents

► Campus Name

  • Indicates the name of the campus the BSII belongs to

► Building Name

  • Indicates the name of the building the BSII belongs to

► 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)

► Opp. 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

► Opp. ID

  • The identifier for the Opportunity

► Creation Criteria

  • Indicates the Property Inspection Reason Code for the opportunity (can have multiple)

► CAAN

  • A unique number assigned to a building or structure at the time a capital project or construction contract begins to incur expenses under account group code 10202--Buildings and Structures.

► Task ID

  • The identified for the FCA Work Task

► Task Name

  • The name of the FCA Work Task

► Inspected By

  • The user who initiated the inspection of this BSII