Work Area Transfer History

Transcription

1 Work Area Transfer History The Work Area Transfer History page is used to display details of transfers between work areas, and to review the Material Request (MR) associated with these transfer. It is accessed from the Reports menu by selecting Work Area Transfer History. The Work Area Transfer History page is launched in a new tab. It initially displays the following dropdowns and fields, enabling you to specify the work areas, dates and search criteria for transfers. 1 P age

2 Displaying Work Area Transfers 1. Select the required facility from the Facility list. 2. Select the work areas between which you want to display transfers from the from Work Area and to Work Area dropdowns. You can leave either or both as All, if required. 3. To limit the search results to transfers within a specific time period, click in the Transferred Between and and fields, selecting the start and end dates from the pop-up calendars. 4. To restrict a search by Part Number, Item or MR-Line, use the Search by fields. For more on using the search function, click here. 5. Launch the report by clicking the Search button. 6. Alternatively, you can click on the Create Excel button to export the report in Excel format instead. Page 2

3 Viewing the Material Request for a transfer To view the Material Request page relating to a transfer: 1. Right-click on the transfer's row and select View MR from the pop-up window as shown below. The Material Request page for the transfer is opened in a new tab. Page 3

4 2. To display approval detail for any line item, right-click and select the appropriate menu option, as shown below. Page 4

5 Work Area Directed Charge The Work Area Directed Charge page is accessed by selecting Work Area Directed Charge from the Reports menu. The Work Area Directed Charge is launched in a new tab. It initially displays the following dropdowns, enabling you to specify the work areas and departments for the report. 1. Select the required facility from the Facility list. 2. You can select the work area(s) by organizational or physical location. You can: Select the Area, Building, Floor and Room to narrow down your search as appropriate or Select the Work Area Group or, Select the Department or, Select the Account Sys. Page 5

6 3. Launch your report by clicking the Search button. 4. Alternatively, you can click on the Create Excel button to export report in Excel format instead. The Work Area Directed Charge report is displayed as shown below. Page 6

7 Inventory Import The Inventory Import page is used to display and enter usage data for non-catalog parts, both manually and from.csv files. It is accessed by selecting Reports, then Inventory, then Inventory Import. The Inventory Import page is opened in a new tab. It initially displays the following drop-downs and fields: 1. Select your facility from the Facility dropdown. 2. Select the required work area group from the Work Area Group drop-down or leave as All. 3. Select the required work area from the Work Area drop-down or leave as All. 4. If required, select the Entry Type to specify Imported or Manual entries, or leave as. Page 7

8 5. You can select the Source, so that the report only shows parts with a specific purchase source, or leave as All. 6. To further restrict the report, you can: Enter an Upload ID Enter a Part Number Enter a MSDS Number Select the Entry Date range for when the data was entered Select a Usage Date range for when the part was used 7. Launch your report by clicking the Search button. 8. Alternatively, you can click on the Create Excel button to export this report in Excel format instead. You can now import inventory data via a spreadsheet file or by adding each entry manually. Entering data via a spreadsheet file 1. You need to have a.csv file with the following columns and headers saved on your computer: StorageDate Date this part was placed in storage, Required. formatted mm/dd/yyyy. Location The work area - for example, : Required. Plumbing Corrosives MSDSID The material safety data sheet number, if Required if a kit part. this is a kit part. CustMsdsNo The material safety data sheet number for Required if not a kit part. this part. MsdsUnitMeas The unit of measure for this part. Either MsdsUnitMeas and MsdsUnitQty The quantity, in the units of measure above. MsdsUnitQty or CustItemNo and ItemQty Page 8

9 CustItemNo The part number for this part. must be provided. ItemQty The number of parts used. PurchaseSource The purchase source. Optional. StorageTemp Storage temperature setting - Tier II Optional. Storage information. StoragePress Storage pressure setting - Tier II Storage Optional. information. StorageMeth Storage container type - Tier II Storage information. Optional 2. Click on the Upload Inventory Data button. 3. Click the Browse button, then navigate to and select the.csv file using standard Windows navigation. Page 9

10 4. Click Process. If the data is valid and formatted correctly, a message will be displayed confirming how many lines of information were uploaded. You will be able to see this data when you refresh the search. Entering data manually To enter a single line of usage data: 1. Click the Add option above the table. This will open the Manual Inventory Import window. 2. Complete the fields displayed. Note that if you do not enter a Part Number, you will need to select a Unit of Measure. If you enter a Part Number, the Unit of Measure field will show the container type for this part and cannot be changed. 3. Click Save. The table will refresh automatically to show your entry. Page 10

11 Business Plan Report The Business Plan Report page enables you to create a???????????? and can be accessed by selecting Inventory from the Reports menu, then selecting Business Plan Report. The Business Plan Report is launched in a new tab. 1. Select the required facility from the Facility list. 2. Select the County. 3. Select the Area or areas for the report. To select multiple areas, hold down the Control key and click on them. You can also leave this as All to include all areas in the county. Page 11

12 4. Click in the Report Date field and select the report date from the pop-up calendar. 5. Select the Report Type: Either Annual or Change. 6. Select either Interactive or Batch and enter a Report Name. 7. Initiate your report by clicking the Generate Report button. The report is generated. This may take a little time. You will then be prompted to open or save the report. Page 12

13 Usage Import Info The Usage Import Info page is used to display and set up information about non-catalog parts that will be used on the Inventory Import and Usage Import pages. The Usage Import Info page is accessed by selecting the Reports menu item, then the Usage menu item and finally the Usage Import Info menu item. The Usage Import Info page is opened in a new tab, as shown below. It initially displays the following drop-downs and fields. 1. Select your facility from the Facility dropdown. 2. To limit the report to part information created by, or last updated by, a specific person, click on the Created By or Last Updated By field and start entering their name. A dynamic list of names matching the characters you enter is displayed. Page 13

14 3. Check the Active Only checkbox to include only parts that are currently active. 4. Check the Include tcmis catalog parts checkbox if you want the report to also show tcmis catalog parts that also match the search criteria. Note that the information displayed about these parts will be display only. 5. To restrict the search by Part Number, MSDS, Trade Name or Material ID, use the Search by fields. For more on using the search function, click here. 6. Launch your report by clicking the Search button. 7. Alternatively, you can click on the Create Excel button to export this report in Excel format instead. Note that in the example shown above, the top four parts are non-catalog and the bottom four are tcmis catalog parts and therefore display only. Page 14

15 Adding Usage Import Information To add usage import information for a non-catalog part, click the Add Part option above the data table. This will create a new line at the top of the table: 1. Enter the part number or ID in the Part No field. 2. Click on the MSDS field and start entering the MSDS number. A list of suggested, valid MSDS numbers containing the entered numbers will be displayed for you to chose from. If you enter a valid MSDS, the corresponding Haas Material ID and Trade Name will be displayed. 3. Select the unit of measure code from the UOM dropdown. 4. Enter the weight of this part in pounds in the lb/ UOM field. 5. Select the container type and temperature requirements for this part from the Container and Temp dropdowns. 6. If the part you are entering is a kit, you can right-click on the part row and select Add MSDS from the popup menu. This will open a second row for the same part number, allowing you to add a second (or further) material to the kit. 7. If you want to add comments, click in the Comments column to open a window into which text can be typed. 8. Click Update. Updating Usage Import Information You can update the UOM, lb UOM, Container and Temp fields for any non-catalog part if required. You can also change or add to the comments. If you need to add an MSDS to a part or remove an MSDS from a kit part, you can right-click on the part's information and select Add MSDS or Delete MSDS. Page 15

16 To remove a part from the table, right-click on the part's information and select Delete Part. Page 16

17 Usage Import The Usage Import page is used to display and enter usage data for non-catalog parts, both manually and from.csv file. It is accessed by selecting Reports, then Usage, then Usage Import. The Usage Import page is opened in a new tab, as shown below. It initially displays the following dropdowns and fields. 1. Select your facility from the Facility drop-down. 2. To limit the report, select the required work area group from the Work Area Group drop-down, or leave as All for all work groups. 3. Select a specific work area, or leave as All for all work areas. Page 17

18 4. You can also limit the report by selecting the Entry Type to specify Imported or Manual entries. 5. You can select the Source, so that the report only shows parts with a specific purchase source, or lease as All. 6. To further limit the material displayed, you can: Enter an Upload ID - This is the number automatically assigned to a batch of uploaded usage data or a single, manually added part Enter a Part Number Enter a MSDS Number Select the Entry Date range for when the data was entered Select a Usage Date range for when the part was used 7. Launch your report by clicking the Search button. 8. Alternatively, you can click on the Create Excel button to export this report in Excel format instead. You can now import usage data, either via a spreadsheet file or by adding each entry manually. Entering data via a spreadsheet file 1. You need to have a.csv file with the following headers saved on your computer: UsageDate Usage date, formated Required. mm/dd/yyyy. Location The work area - for example, 210- Required. 4073: Plumbing Corrosives MSDSID The material safety data sheet Required if a kit part. number, if this is a kit. CustMsdsNo The material safety data sheet Required if not a kit part. Page 18

19 number, if this is a part. MsdsUnitMeas The unit of measure for this part. Either MsdsUnitMeas and MsdsUnitQty The quanity in the above unit of measure. MsdsUnitQty or Part and ItemQty must be supplied. Part The part number for this part. ItemQty The number of parts used. PurchaseSource The purchase source. Optional. 2. Click on the Upload Usage Data button. 3. Click the Browse button and navigate to the.csv file using standard Windows navigation. 4. Click Process. If the data is valid and formatted correctly, a message will be displayed confirming how many lines were uploaded. You will be able to see this data when you refresh the search. Entering data manually To enter a single line of usage data: 1. Click the Add option above the table. This will open the Manual Usage Import window. Page 19

20 2. Complete the displayed fields. Note that if you do not enter a Part Number, you will need to select a Unit of Measure. If you enter a Part Number, the Unit of Measure field will show the container type for this part and cannot be changed. 3. Click Save. The table will refresh automatically to show your entry. Page 20

21 Shipment Receiving The Shipment Receiving page is used to acknowledge the receipt of a shipment of HET qualified material. It is accessed from the HET menu, as shown below. The Shipment Receiving page is displayed on its own tab, as shown below. It initially displays the following drop-downs and fields, enabling you to specify your work area and search for a shipment by ID or date of delivery. How to Receive Shipments 1. Select your facility from the Facility list. 2. Select the work area group for the shipment from the Work Area Group list, or select All for all work areas in all work groups. The Work Area list is now populated with all active work areas for this group. 3. Either select a particular work area from the Work Area drop-down, or select All for all work areas within the group. If All was selected for Work Area Groups, only All is available. 4. From the Search dropdown, select either: Page 21

22 Shipment ID, and enter the ID of the shipment delivered, or Delivered Within, and enter how many days back you want to start your search 5. Launch your report by clicking the Search button. 6. Alternatively, you can click on the Create Excel button to export this report in Excel format instead. The containers that make up the selected shipment(s) are listed. Details of each container are displayed, including Shipment ID, Work Area, Part Number, Item, Container ID, MSDS, Material Description, and Container Size. Note that if containers have already been receiving within a shipment, these will not be displayed - just those still to be received. Note that you need to scroll across to display all the fields as shown below. Page 22

23 7. To mark a container as received, enter the suffix of its container ID in the Suffix field. 8. For containers holding OTR (One Time Usage Record) materials, the Part Type, Permit, Application Method and Substrate need to be selected from the dropdown in the appropriate columns. Page 23

24 Container Entry The Container Entry page serves two distinct purposes. It allows you to enter details of containers of HET material that are not Haas purchased, and to receive containers of Hass purchased material that were not part of a shipment. The Non-Haas Purchased checkbox on the initial search pane determines the purpose for which you want to use the page. By default this box is checked. To display this page, select Container Entry from the HET menu. The Container Entry page is displayed on its own tab, as shown below. It initially displays the following drop-downs and fields, enabling you to specify your work area, search for containers, and specify whether they are non-haas purchased or Haas purchased. Using the Container Entry page 1. Select the required facility from the Facility list. 2. Select the work area group from the Work Area Group list. The Work Area list will now be populated with all active work areas for the selected group. 3. Select the required Work Area. Page 24

25 Make sure the Non-Haas Purchased checkbox is checked if you want to enter details of material that was not purchased from Haas. Uncheck the Non-Haas Purchased checkbox to record Haas purchased items that do not form part of a shipment. 4. For Non-Haas Purchased usage, you can search by Material Description or MSDS. From the first Search dropdown, select either: Material Description, then select is, contains or starts with,and enter part or all of the description, or MSDS, then select is, contains or starts with,and enter part of all of the MSDS number For Haas Purchased usage, you can by search by Container Prefix, Part Number or Item ID in addition to Material Description or MSDS. From the Search dropdown, select one of the following: Container Prefix, then select is, contains or starts with, and enter part or all of the prefix Part No, then select is, contains or starts with, and enter part or all of the number Material Description, then select is, contains or starts with, and enter part or all of the description Item ID, then select is, contains or starts with, and enter part or all of the ID MSDS, then select is, contains or starts with, and enter part or all of the MSDS number 5. Click Search to display the table of results. Non-Haas Purchased In Non-Haas Purchased mode, the data table returned when you click Search displays all approved materials for the selected work area that met your search requirements. 1. Find the rows for the materials you want to enter and type in: Number of Containers Part Number Page 25

26 Quantity (and select the Unit of Measure from the dropdown) Expiration Date 2. Select the container type from the Container Type drop-down. 3. If the material purchased (and the quantity purchased) does not require daily logging, you will also have to select the following information: Application Method Part Type Permit Substrate 4. Click Update when you have entered this information. You will now be asked if you want to print container labels for these items, as shown below. 5. Click Print Labels, make sure the correct printer is selected and loaded, and click Print. Haas Purchased Uncheck the Non-Haas Purchased checkbox to use this page for entering details of any Haas purchased items that do not belong to a specific shipment. Page 26

27 In Haas Purchased mode, the data table returned when you click Search displays all undelivered containers that are approved for use in this work area and meet your search requirements. 1. Find the row for the material you want to enter and type the ID into the Container ID field. 2. If you have more than one container, click the button in the Dup Row column to open another row for this material and enter the ID in the new Container ID field. 3. Click Update when you have entered all containers for this work area. Page 27

28 Permit Management The Permit Management page is used to create and maintain permits. This option is only available to administrators, and is accessed from the HET menu, as shown below. The Permit Management page is displayed on its own tab, as shown below. It initially displays the following drop-downs, enabling you to specify the area and buildings for permit management. Displaying Permits 1. Select the facility from the Facility list. 2. Select the area from Area list, or leave as All to include all areas in the facility. 3. Select the building from the Building list, or leave as All to include all buildings. 4. Click Search. Page 28

29 5. Alternatively, you can click on the Create Excel button to export this report in Excel format instead. The list of permits for the selected locations is displayed, as shown below. Actions Above the list of permits there are three actions: You can edit the details of an existing permit as required, and click Update to save. You can delete permits by checking the corresponding OK box, and clicking Delete. You can assign a new permit for a building by clicking Add New Permit. This opens a new row, where you can select the Building, then complete the Permit, Control Device and Description fields as required. Click Update to save. Page 29

30 Substrate Management The Substrate Management page is used to create and manage substrates and assign them to work areas. This option is only available to administrators, and is accessed from the HET menu, as shown below. The Substrate Management page is displayed on its own tab, as shown below. It initially displays the following drop-downs, enabling you to specify the area, buildings and work areas for substrate management. Page 30

31 Displaying Substrates 1. Select the Facility for the work area(s) for which you want to display substrate information. 2. Select the area from Area list, or leave as All to include all areas in the facility. 3. Select the building from the Building list, or leave as All to include all buildings. 4. Select the Work Area from the Work Area list, or leave as All. 5. Click Search to list substrates for the selected search criteria. 6. Alternatively, click Create Excel to generate a spreadsheet showing this information. The substrates are listed showing Code, Substrate, Area, Building and Work Area. Note that although only the first instance of a substrate is editable, all occurrences of the substrate will be changed when you update. Actions The Substrate management actions are displayed above the data grid. Page 31 Click Add New Substrate to create a new line at the bottom of the substrate list. Here you can enter the required Code and Substrate name. Click Update to save changes after adding or editing a substrate.

32 Actions Menu You can also right-click anywhere on a substrate's row to display a menu of actions available for that particular substrate, as shown below. Note that the available actions will depend on at what level the substrate is applied (Area, Building or Work Area). Click Add Area to add an area to the selected substrate. This will open a window in which you can select the area. Click Return Selected to close the box and add the area to the substrate. Click Add All Area to add all areas to a substrate. All existing instances of this substrate that apply to individual areas, buildings or work areas are deleted. Click Remove Area to remove the substrates for this area. Click Add Building to add a building to the selected substrate. This will open a window in which you can select the building. Click Return Selected to close the box and add the building to the substrate. Click Add All Building for Area to add all buildings for the area to a substrate. All existing instances of this substrate that apply to individual buildings or work areas are deleted. Click Remove Building to remove the substrates for this building. Page 32

33 Page 33 Click Add Work Area to add a work area to the selected substrate. This will open a window in which you can select the work area. Click Return Selected to close the box and add the work area to the substrate. Click Add All Work Area for Building to add all area to a substrate. All existing instances of this substrate that apply to individual area, buildings or work areas will be deleted. Click Remove Work Area to remove the substrates for this work area. Click Delete Substrate to delete a substrate entirely.

34 Application Method Management The Application Method Management page is used to create and manage application methods, and assign them to work areas. This option is only available to administrators, and is accessed from the HET menu, as shown below. The Application Method Management page is displayed on its own tab, as shown below. It initially displays the following drop-downs, enabling you to specify the area, buildings and work areas for substrate management. Displaying Application Methods 1. Select the Facility for the work area(s) for which you want to display application method information. 2. Select the area from Area list, or leave as All to include all areas in the facility. 3. Select the building from the Building list, or leave as All. 4. Select the work area from the Work Area list, or leave as All. Page 34

35 5. Click Search to list application methods for the selected search criteria 6. Alternatively, click Create Excel to generate a spreadsheet showing this information. The application methods that meet your search criteria are listed, showing Code, Application Method, Solvent Applicator, and the Area, Building, and Work Areas to which they apply. Note that in addition to showing the application methods for the selected locations, the report also shows all other locations where these methods apply. Although only the first instance of an application method can be edited, all occurrences of the method will be changed when you update. Actions The Application Method Management actions are displayed above the data grid. Page 35

36 Click Add New Method to create a new line at the bottom of the method list. Here you can enter the required Code and Method name, and whether it is a Solvent Applicator. Click Update to save changes after adding or editing an application method. Actions Menu You can also right-click anywhere on an application method's row to display a menu of actions available for that particular method, as shown below. Note that the available actions will depend on at what level the method is applied (Area, Building or Work Area). Click Add Area to add an area to the selected method. This will open a window in which you can select the area. Click Return Selected to close the box and add the area to the method. Click Add All Area action adds all areas to a method. All existing instances of this method that apply to individual areas, buildings or work areas are deleted. Click Remove Area action removes the application methods for this area. Page 36

37 Page 37 Click Add Building to add a building to the selected method. This will open a window in which you can select the building. Click Return Selected to close the box and add the building to the method. Click Add All Building for Area to add all buildings for the area to a method. All existing instances of this method that apply to individual buildings or work areas are deleted. Click Remove Building to remove the application methods for this building. Click Add Work Area to add a work area to the selected method. This will open a window in which you can select the work area. Click Return Selected to close the box and add the work area to the method. Click Add All Work Area for Building to add all area to a method. All existing instances of this method that apply to individual area, buildings or work areas will be deleted. Click Remove Work Area to remove the substrates for this work area. Click Delete Substrate to delete an application method entirely.

38 Work Area Definition The Work Area Definition page is used to view, manage, and print information about work areas set up in tcmis. The Work Area Definition page is accessed from the Supply Chain menu by selecting the Work Area Inventory menu item, then the Work Area Definition item. The Work Area Definition page is launched in a new tab, as shown below. 1. Enter the Facility containing the Work Area you want to view, create or manage. You can select or search for the required Work Area by organizational or physical location. Either: Select the Area, Building and Department to narrow down your search, or Select the Work Area Group, and Work Area, if known. 2. You can also choose whether to Show Inactive Work Areas. By default these are not shown. 3. Click Search to display your selected Work Area(s). 4. Alternatively, click Create Excel to generate as a spreadsheet. Page 38

39 The Work Area Definition data grid The Work Area Definition data grid contains many columns of information about the selected work area(s). Some columns provide a Lookup table, represented by a small magnifying glass. Click on the button to display the lookup table. Some columns provide a drop-down from which you can select the appropriate value. Active A work area may be active or inactive. If inactive, it cannot place orders or add inventory. Work Area Every work area must have a unique name and belong to a work area group. The work area name can be edit here. Department Name The department identification. A single department may (and usually does) include multiple work areas. Department Lookup Click to open the Department Lookup window. Dropship Offsite Work Area Group Work Area Group Ordering Method For Stocked Parts Used to indicate that deliveries for this work area will not be routed through a HGI Hub but while come straight from the suppliers. The "ship to" location on the HGI PO will be the work area and not the hub. Labeling and quality inspection are not done by HGI Hub staff. Used to indicate that the work area is not physically located at the facility. Usage is NOT included on usage reports such as Ad Hoc Usage and Ad Hoc Material Matrix. Used associates the work area with others with which it is operationally or organizationally tied. The name uniquely identifies the work area GROUP to distinguish it from all other groups. Click to open the Work Area Group Lookup window. The method used to order inventory for this work area. There are three ordering methods that can be selected from this list: Page 39

40 Pulled Within Days Days Between Scans Location: Area Building Floor Room Interior/Exterior Location Lookup Compass Point Column Controlled Inventory Group Account Sys Default Charge Type Dock Name Dock Fixed Delivery Point Name Delivery Point Fixed Delivery Point Lookup Approval Code Manual Ordering - replenishment occurs when a customer places an order using the Catalog page. Stock Level Ordering - replenishment occurs when a work area scan indicates that additional inventory is needed. Manual & Stock Level - both manual and stock level ordering are used. The number of days prior to expiration that material should be removed from the cabinet. During scanning the scanner beeps (loudly) and instructs the operator to remove the product from the cabinet this number of days before it expires. The usual number of days between cabinet replenishment scans. The area containing this work area. The building containing this work area. The floor containing this work area. The room containing this work area. Indicates whether the work area is inside or outside. Click to open the Location Lookup window. Used for some facilities to help specify the location of the work area. Used by some facilities to identify specific spots within a building. Check box used for Cat Add purposes. See Chad next week. The inventory group for this work group. Not all organizations use inventory groups. If they are not used, the list in this column is replaced with a default text group name. The appropriate accounting system for this work group. In many instances there is only a single "choice". The appropriate default charge type for this work group. If the Fixed check box is selected, this is the loading dock within the facility for truck delivery for deliveries to this work area. If selected, indicates that there is a single delivery dock which must be used for this work area. If left blank, there may be multiple delivery docks - the dock is selected when creating the Material Request. The designated location within the facility for final delivery, whether by HGI driver or facility personnel. Checkbox when selected indicates that there is a single delivery point which must be used; when cleared there may be multiple delivery points and the user selects the delivery point when creating the Material Request. Click to open the Delivery Point Lookup window. Approval Codes are assigned to work groups as a means to control access to ordering and using Parts. Parts are assigned to one or more Approval Codes. A work area may order/use Page 40

41 Approval Code Lookup Daily Usage Logging Allow Separable Mixture Mult. Building Description Contact Name Phone Customer Work Area ID those parts assigned to approval codes the area has been given. Click to open Approval Code Lookup window. If checked, all material used in this work area will require daily logging. If checked, the individual material within an ad hoc mixture can be used separately. (See Mixture Management.) if checked, material held in this work area can be used in multiple buildings and logged against these locations. A description by which this work group is commonly known. The contact person for the work area. The telephone number of the contact person for the work area. The address of the contact person for the work area. The ID number of the work area of the contact person for the work area. (Note that the contact person for the work area does not have to be in that work area.) Actions The actions available from the Work Area Definition page are displayed in the top-left of the data grid. The action links at the top left of the data grid are: New Work Area - click to add a new work area line to the data grid. Complete the information needed, and click Update to save the new record. Update - save the data currently displayed in the data grid. Show Legend - opens a window showing a color key to any shading used to characterize the records in the data grid. Context Menu Actions There are two menu options that are available for a work area when you right-click on the row for that area. Page 41

42 The View Directed Charge option opens a window displaying the Cost Center information for the selected work area, as shown below: The Change History option opens a window displaying the changes made to the selected department. Page 42

43 Baseline History The Baseline History page is used to display the baseline history for selected parts within a selected work area or areas. It is accessed from the Supply Chain menu by selecting Work Area Inventory, then Baseline History. The Baseline History page is displayed on its own tab, as shown below: 1. Select your facility from the Facility list. 2. You can limit your search by location, department or work area: To display the baseline history for a specific location, select the Area, and if required the Building. To display the baseline history for a department, select the Department. 3. To display the baseline history for a work group or work area, select the Work Group. Leave the Work Area as All for all work areas within a group or select a specific work area. Page 43

44 4. You can use the Count Type dropdown to select whether you want the history to show Counted, Not Counted, Non-managed or All. 5. From the Search dropdown, select one of the following: MSDS, then select is, contains or starts with, and enter part or all of the MSDS number Part Number, then select is, contains or starts with, and enter part or all of the number Item ID, then select is, contains or starts with, and enter part or all of the description 6. Initiate your report by clicking the Search button. 7. Alternatively, you can click on the Create Excel button to export this report in Excel format instead. Page 44