This guide will walk you through the new feature in Equipment M&S - allowing the user to download in bulk Prestart & Service Form in PDF using KIM.
1. Click "Prestarts"
To begin - navigate to Prestarts from the Left Menu.
2. Click "Type"
Within the view - if available - select on Type and lets filter the view to show Prestarts of a specific type.
3. Select desired template for exporting
Select the desired template from the list for exporting.
4. Click "on"
With the Prestart list filtered - you can select the checkbox in the header to select all items within the page - or you can select specific entries from the list. Check the desired items to continue.
5. Click Download
With the desired entries selected - click on the Download Icon from the Toolbar - which will allow for a Bulk PDF to be downloaded to the users system.
6. Click "Service Forms"
Navigate to the service forms section.
7. Check items of different Types
Similar to the Prestarts view - we can perform the same bulk PDF action on the Services section. In this example - we will be selecting a few items manually but they will be of different types (templates). Select some items to continue.
8. Click Download
Once the desired Service Forms are selected - select the Download button from the toolbar to proceed. Once this is completed - the system will generate a zip containing a bulk pdf of each unique form type (template) selected.
9. Click "Equipment"
Access the equipment section to continue.
10. Select a piece of Equipment
From the Equipment List - select a piece of Equipment.
11. Click "Prestarts"
Select the prestarts section.
12. Prestarts with Export
From the Prestart View from Equipment - we can see that the checkboxes and download pdf feature is available here too - allowing you to bulk download Prestarts completed.
13. Go back to Equipment View
Click back in the toolbar when ready.
14. Click "Service Forms"
Access the service forms section.
15. Bulk PDF Export - same as Prestarts
You can see that the Servicing section also has the same checkboxes allowing for PDF Bulk exporting. Similar to the previous Service form example - if we were to export multiple form templates - then a zip will be provided containing unique bulk pdf.
This guide covered the new Bulk PDF option available in Equipment M&S for Prestart and Service Forms - allowing users to report on data within the system efficiently. Thanks for Watching.