--- alias: user-guide-maintenance-history-new-design tags: - reports description: This report generates a customizable history of resource data, allowing users to filter and view related information from various maintenance activities --- # Maintenance History (New Design) The **Maintenance History (New Design)** report is an enhanced version of the [[user-guide-maintenance-history]]. The report provides information about all the **Maintenance Activity Orders** from the selected Resources, stored in the Operational Data Store (ODS). You can access this report from the Resource History tab in the **Business Intelligence** menu, as shown below. !!! warning If you are using Enterprise Data Platform (EDP),only the Resource and MAOs sections will be displayed. ![Maintenance History New Design](../images/maintenance_history_report_place.png) ## Filters The following filters are available: - **Enterprise** – select one or more Enterprises. - **Site** – select one or more Sites. - **Facility** – select one or more Facilities. - **Area** – select one or more Areas. - **Resource Type** – select one or more Resource Type. - **Resource Model** – select one or more Resource Model. - **Resource** – select one or more Resource. - **Activity Type** – select one or more Activity Type. - **Begin Date** – enable the option to specify a start date using the calendar picker. - **End Date** – enable the option to specify an end date using the calendar picker. ![Maintenance History New Design](../images/maintenance_history_report_filters.png) !!! info For more information on how to customize this report, see [[tutorials-stimulsoft-report]]. ## Report Sections For each selected **Resource** section, you are provided with: - Instance - Maintenance Plan - Created On Data Source: [[dataplatform-dataset-resource]] ![Maintenance History Resource Introduction](../images/maintenance_history_report_resource.png) For each **Maintenance Activity Order (MAO)** associated with the **Resource**, you can find the details below: - Activity name - Expected Duration - State the order is in - Schedule State - state the **Resource** needs to be in to start the **MAO**. - Begin Date - End Date - Effective End Date - Counter Due - due date. - Schedule Date - Created On - Cost - Counter Value - expected cost. - If the Maintenance was part of a line clearance activity for a Material, it is also referred here. Data Source: [[dataplatform-dataset-maintenanceorderstate]] and Data Source: [[dataplatform-dataset-maintenanceordermaterials]] ![Maintenance History Resource Introduction](../images/maintenance_history_report_instance.png) For each selected **Resource**, the following sections are displayed, detailing the operations included in the associated **Maintenance Activity Orders**. ### Operations Data Source: [[dataplatform-dataset-maintenanceorderresourceoperations]] This section lists the operations of the **MAO** associated with the **Resource**, including: - Operation name - Comments - User that performed the operation - Date and Time ![Screenshot showing the Operations section in the Maintenance History Report.](../images/maintenance_history_report_operations.png) ### Checklists Data Source: [[dataplatform-dataset-maintenanceorderchecklists]] The **Checklists** section displays all the instances that were open for the **Resource** as part of the **MAO**, the items of the **Checklist** Instance and what was executed in each. The section below provides the following details for each **Checklist** Instance: - Checklist Instance name - Data Collection Instance - System/Universal State - Checklist - Data Collection - Date Started - Standard Duration - Duration - Date Ended ![Screenshot showing a checklist instance of a Resource in the Maintenance History Report.](../images/maintenance_history_report_checklist1.png) And the following for the Item, including collected data: - Type of task and its state (example: Name of the Task (Manual Task) Completed) - User that performed the checklist item with date and time - Standard Duration - Parameter - Type - Value ![Screenshot showing a Checklist Item of a MAO in the Maintenance History Report.](../images/maintenance_history_report_checklist2.png) ![Screenshot showing a Checklist Item of a MAO in the Maintenance History Report.](../images/maintenance_history_report_checklist3.png) ### Data Collection Data Source: [[dataplatform-dataset-maintenanceorderdatacollections]]. This section displays all the **Data Collection** Instances associated with the **MAO**. For every operation you are provided with: - Data Collection Instance - Completed On - Data Collection Name - Limit Set - Type In each group, the samples provide the following information: - Parameter - Reading - Value - Instrument ![Screenshot showing a list of Data Collection instances in the Maintenance History Report.](../images/maintenance_history_report_datacollection.png) ### Parts Data Source: [[dataplatform-dataset-maintenanceorderparts]] This section displays all the **Parts** of the **Resource** submitted to a **MAO**, with the following details: - Product - Date and Time - Optional - whether the **MAO** for that **Part** was optional. - Planned Quantity - Current Quantity - if the planned quantity differs from the current one, it might indicate that the **Part** was substituted. - Cost - if a **Part** was substituted, it indicates the part cost. - Material - Quantity - **Part** quantity submitted for Maintenance. - Information name - Information value ![Screenshot showing the Parts section of the Maintenance History Report.](../images/maintenance_history_report_parts.png) ### Personnel Data Source: [[dataplatform-dataset-maintenanceorderpersonnel]] This section displays all the **Personnel** involved in the **MAO** of the **Resource** selected. - Date and Time - Employee - Certification - whether the employee has a specific certification to perform the **MAO**. - Type - specifies the operation performed. - Exclusive - if the operation can only be performed by that employee. - Begin Date of maintenance - End Date of maintenance - Duration of maintenance - Cost - considering the operation duration, how much money that equates to considering the employee pay. ![Screenshot showing the Parts section in the Maintenance History Report.](../images/maintenance_history_report_personnel.png) ### Qualifications Data Source: [[dataplatform-dataset-maintenanceactivityorderqualificationcheck]], [[dataplatform-dataset-maintenanceactivityorderqualificationcheckverification]] and [[dataplatform-dataset-maintenanceactivityorderqualificationitem]]. This section displays all the **Qualification Checks** associated with the **MAO**. For every operation you are provided with: - Qualification Check - System State - Item Disable Mode - Material - displayed only when the Type Restriction Mode of the maintenance activity is set to `Require Specific`. - Execution Step - Execution Flow - displayed only when the Selection Mode is set to Flow Path. - Execution Flow Path - displayed only when the Selection Mode is set to Flow Path. - Execution Logical Path - displayed only when the Selection Mode is set to Logical Path. - Result - Pass, Fail, or Skipped. - Results Remarks - displayed if remarks were added. - Qualification Items - Verification Results - available only when the Type Restriction Mode of the maintenance activity is set to `Require Specific`. For each Verification Result, the report includes: - Material - Verification Step - Verification Flow - displayed only when the Selection Mode is set to Flow Path. - Verification Flow Path - displayed only when the Selection Mode is set to Flow Path. - Verification Logical Path - displayed only when the Selection Mode is set to Logical Path. - Results Capture Mode - Data Collection Within Limits, Manual, Manual At Track-Out, SPC With No Violations, and SPC With No Violations and DC Within Limits - Result Source - User or System. - Result - Pass, Fail, or Skipped. - Results Remarks - displayed if remarks were added. For each Qualification Item, the report includes the following details: - Qualification Check - Type - Resource, Resource Service or Resource Recipe. - System State - Parent Resource - Qualification Item - the specific Resource, Resource Service, or Resource Recipe. - Disabled - indicates whether the Qualification Item was disabled. - Started - indicates whether the qualification check has started. - Result - Pass, Fail, or Skipped. - Results Remarks - displayed if remarks were added. ![Screenshot showing a list of Qualification Check in the Maintenance History Report.](../images/maintenance_history_report_qualificationcheck.png) ### Comments Data Source: [[dataplatform-dataset-maintenanceordercomments]] This section displays all the **Comments** made in the **MAO** process. It includes: - User who made the comments - Date and Time - Comment content ![Screenshot showing the Comment section in the Maintenance History Report.](../images/maintenance_history_report_comment.png)