Work item reports

My work item list

When you first sign into V-Raptor you will be presented with your @me dashboard. This dashboard will display your personalised list of upcoming and active work items that may require your attention.

If you have been invited to participate in a confirmed work item, a Check-in button will appear below the work item.

Work items list view

A report of work items can be generated for a location or fleet. Open the menu, and select the location or fleet you want a report of work items for.

Select the work item type you want a report for.

Work items table view

Table view is a way to see additional information about each work item in a report. The list of fields shown in the table can be customised.

The table view will only show a single line of text for each work item. If details is included as a table column, the text will be truncated.

Options

Users can customise the table columns shown in the work items table view.

Admins can customise the default table columns in the work items table view for each work item type.

The following options are available for each column:

• Width
• Formatting

Work items list export

An export of the work items displayed in the report can be exported via the Export menu. The work item list can be exported in either CSV or XLSX format.

The work items advanced export option is used to select the columns in the export report.

Work items kanban view

A kanban board can be effective way to manage work items. Kanban boards have multiple columns corresponding to the status of the work item. By default V-Raptor sets up organisations with To Do, In Progress, Complete, and Cancelled work item statuses.

The work item report can be viewed as a kanban board by selecting the Kanban option from the work item view menu.

Work items can be dragged between columns to update their status. When a work item is dragged to a status mapped to the closed state for a work item, a dialogue box will be opened asking the user to confirm closing the work item including filling mandatory fields before closing.

Work items schedule view

A scheduling plan can be an effective way to manage the scheduling of scheduled work items for a location, fleet, or an asset group.

The work item report can be viewed as a scheduling view by selecting the Scheduling option from the work item view menu.

Work item schedules are presented across the amount of time the work item is scheduled for.

A Microsoft word export of the scheduling plan displayed in the report can be exported via the Export button.

Work item agenda

The agenda report provides list of scheduled work items and provides another way of visuallising upcoming work items.

The agenda report has filters for schedule start and finish location that can be used to filter for asset depature and arrival reports.

Work item report

A report can be exported for each work item by clicking the Report button on the work item details toolbar.

A document will be generated and downloaded with the details of the work item, work item logs, and an attendance record.

The report make take a few seconds to generate depending on how many pictures have been attached to the work item log.

Options

The report options for each work item type are set in the work item type settings.

1. Click on the menu button to open the menu

   

2. Click on the organisation you want to manage invites for

   

3. Click on the gear icon to open the organisation settings

   

4. Click on the Work item types menu option

5. Click on the work item type that you want to customise the report for

Report title

The report title is the report shown at the top of the work item report

Report sections

The following sections can be included in a work item report with the following options.

Section	Default	Description	Options
Head fields		Fields with show in report option show in report head	Title, table style
Head results		Results with show in report option show in report head	Title, table style
Body fields	Yes	Fields with show in report option show in report body	Title, table style
Body results	Yes	Results with show in report option show in report body	Title, table style
Foot fields	Yes	Fields with show in report option show in report foot	Title, table style
Foot results	Yes	Results with show in report option show in report foot	Title, table style
Invitees	Yes	List of users invited to attend a scheduled work item	Title, table style
Witnesses	Yes	List of users who have signed as witness to a work item	Title, table style
Logs	Yes	A journal of the comment logs made on a work item	Title, table style
Work item links	Yes	A list of work items linked to the work item	Title, table style, link filters

Report template

A docx file can be uploaded to use as a report template. The report will be appended to the uploaded word file. Headers and footers are preserved. If no template is uploaded a default header is added to the report.

Work items advanced export

Work item report advanced export can export any built in fields or custom fields by specifying the fields by name in a comma separated list. Built in fields can also be formatted by a string separated from the built in field name by a colon.

For example to export work items by formated number, summary and project code as well as project name:

number_formatted,summary,project:C,project

Would export as follows

Number	Summary	Project	Project
1	First work item	PRJ1	Project 1
2	Second work item	PRJ1	Project 1

Alternatively project code and project name can also be combined.

number_formatted,summary,project:C N

Would export as follows

Number	Summary	Project
1	First work item	PRJ1 Project 1
2	Second work item	PRJ1 Project 1

Built in fields

The following build in work item fields can be included in report exports:

Name	Description
$id	The work item's snowflake id
$number	The work item's unformatted number
id	The work item's formatted number including the prefix
type	The work item type (name)
sub_type	The work item sub type (name)
summary	The work item summary
details	The work item details
status	The work item status (name)
priority	The work item priority (name)
fleet	The work item fleet
asset_group	The work item asset group
asset	The work item asset
asset_zone	The work item asset zone
system	The work item system
location	The work item location
project	The work item project
milestone	The work item milestone
package	The work item project package
hours_estimated	The work item hours estimated (00 h 00 m)
hours_actual	The work item hours actual (00 h 00 m)
due_at	The work item due time in ISO 8601 format
comments	The first 20 work item comments
logged_at	The real world time the work item was logged in ISO 8601 format
created_at	The time the work item was saved in ISO 8601 format
updated_at	The time the work item was last updated in ISO 8601 format

Built in fields formatting

Details

By default details will be formatted in plain text.

Option	Description
F	Rich formatted output
S	Source

Fleet

By default the fleet name is used in reports. The following options are available for formatting the fleet.

Option	Description
C	The fleet code
N	The fleet name
D	The fleet description

Asset group

By default the asset group name is used in report. The following options are available for formatting the asset group.

Option	Description
N	The asset group name
n	The asset group number
F	The asset group formatted number
D	The asset group description

Asset

By default the asset name is used in report. The following options are available for formatting the asset.

Option	Description
N	The asset name
D	The asset description

Asset zone

By default the asset zone name is used in report. The following options are available for formatting the asset zone.

Option	Description
C	The asset zone code
N	The asset zone name
D	The asset zone description

System

By default the system name is used in report. The following options are available for formatting the system.

Option	Description
C	The system code
N	The system name
n	The system number
F	The system formatted number
D	The system description

Location

By default the location name is used in report. The following options are available for formatting the location.

Option	Description
C	The location code
N	The location name

Project

By default the project name is used in report. The following options are available for formatting the project.

Option	Description
C	The project code
N	The project name
D	The project description

Milestone

By default the milestone name is used in report. The following options are available for formatting the milestone.

Option	Description
N	The milestone name
D	The milestone description

Package

By default the package name is used in report. The following options are available for formatting the package.

Option	Description
C	The package code
N	The package name
D	The package description

Comments

By default comment text is used in the report. Each comment is on a new line. The following options are available for formatting each comment.

Option	Description
L	The comment text
U	The comment last updated user name
T	The comment last updated time in ISO 8601 format yyyy-MM-dd HH:mm
D	The comment last updated date in ISO 8601 format yyyy-MM-dd
u	The comment logged user name
t	The comment logged time in ISO 8601 format yyyy-MM-dd HH:mm
d	The comment logged date in ISO 8601 format yyyy-MM-dd

The following formatting classes are available for formatting each comment.

Option	Description
C	The comment user, comment time and text. Equivalent to U T\nL

Custom fields

Custom fields can be included in report exports by the field name.