ORPS Facility Manager (FM) Search and Report Functions


The FM functions module of ORPS allows a Facility Manager to identify for his or her facilities, occurrence reports (ORs) that are new, that have been rejected orcommented upon, that have had changes to corrective action dates, and that are in the approval process. The FM Functions are also used to update corrective action dates, and to create, save, edit, and delete search criteria.

To access the FM Functions screen, select FM Functions from the ORPS Main Menu.

NOTE: You can only see the FM Functions selection of the Main Menu if you are logged in as a Facility Manager.

The ORPS FM Functions screen will be displayed, as shown below:

ORPS FM Functions Screen
ORPS FM Report Functions

Note: You can return to other ORPS search screens by clicking any of the links below the report filter buttons.

The FM Functions screen contains two sections - OR Summary and OR Query/Filter.

The OR Summary section is used to display report summaries for Rejected ORs, Open CAs, For Action, and For My Action. An initial set of data has been predefined for your searches. It is all of the occurrence reports for the facilites under your authority. This set of data serves as the basis for any new profiles you create. This basic set of data is used to generate the reports in the OR Summary section. To create an OR Summary report: Select the number of reports to display per page, select the sort order for the report (OR Number or Date), and select Ascending or Descending radio button. Then click the display button for the appropriate OR Summary report.

The OR Query/Filter section allows you to create, edit, save, or delete a set of user-specific search specifications. Reports may then be generated from the profiles, and you can perform Facility Manager functions on the occurrence reports selected within the specifications.

Search Profiles

Search Profile Command Buttons

You can select, create, edit, save, and delete search profiles using the following command buttons.

Command ButtonFunction
NewAllows you to define search specifications for a new search profile.
EditRecalls the search specifications saved in a selected search profile and places the specifications in a new OR search profile.
DeleteRemoves the selected search profile.
SaveSaves the user-defined search specifications in a user-named search profile.

Creating and Editing a New Search Profile

You may create search profiles by setting one or more of the following parameters: Field Office, Area Office, Contractor, Facility, Report Year, Report Type, Secretarial Office, Lab/Site/Org, and Status Date Range.

  1. To create a new search profile, click the New command button to the right of the Search Profile dropdown menu. The Search Profile screen will be displayed, as shown below:

    Manager Functions Search Profile Screen

  2. Choose search criteria from the selection boxes. As you select search criteria, they will be displayed in the Review and Save text box. If you wish to modify any of the settings, make changes to the selections in the selection boxes. Hold down the Ctrl key to make more than one selection within a selection box.

  3. For the Status Date, if you select the Range (From/To) radio button, enter a From date and a To date. Alternatively, you can elect to create a report that includes ORs from the earliest entry to the present, or from your last login date to the present.

  4. To set the new profile as your default profile, click the Default radio button.

  5. Type a name into the Save As edit box, and you may type a short note in the Memo field (optional).

  6. Click the Save Profile command button to save the profile.

  7. To clear all selections and start over, click the Clear command button. To clear a single selection, hold down the Ctrl key and click a highlighted item. The highlight will disappear.

Using an Existing Search Profile

If you have previously defined a search profile, it will appear in the Search Profiles dropdown menu. To perform a search using an existing profile:

  1. Select the search profile from the dropdown menu.

  2. Select either OR Number or Date for the report sort order.

  3. Select the Ascending or Descending radio button.

  4. Select the appropriate FM Function report command button.

  5. Click a desired report type button. The report will be displayed on the screen.

The table below provides a short description of each report type:
Report TypeDescription
OR/CA Status Reports that were transmitted within the date range, reports with comments added within the date range, rejected reports, reports awaiting signature, and final reports with open corrective actions. If applicable, details about any corrective actions associated with each occurrence may be viewed by clicking the CA Detail button.
OR StatusReports that were transmitted within the date range, reports with comments added within the date range, rejected reports, reports awaiting signature, and final reports with open corrective actions.
New ORsReports that were transmitted within the date range (excluding rejected reports).
Rejected ORsDisplays a list of rejected reports.
CommentsReports that have had comments added within the date range. For each OR, displays the comments.
For ActionFinal reports with open corrective actions and reports awaiting signature.
For My ActionFinal reports with open corrective actions.
CA StatusUpdate/Final and Final reports with open corrective actions and Final reports with corrective action date changes within the date range.
Open CAsUpdate/Final and Final reports with open corrective actions.
Changed CAsFinal reports with corrective action date changes within the date range..

A sample of the OR/CA Status Report is shown below:

OR/CA Status Report
CA/OR Status Report Sample

The columns of the OR/CA report are defined in the table below: Report Column Definitions for FM Function Reports

ColumnDescription
Subject/Title/NumberThe first line of this column contains the title of the Occurrence Report. The second line contains the record number.
Report Number/NotesThe OR Number is listed on the first line of this column. Subsequent lines contain any comments or notes attached to the OR.
CA DetailClick this button (if applicable) to view any Corrective Action details attached to an OR.
Significance/OR StatusThe first line of this column contains the Significance Category of the OR. The second line contains the current status of the OR.
Discovery/Status DateThe first line contains the date of discovery of the occurrence. The second line contains the date of the current OR status.
Age (days)The first line of this column contains the number of days since the occurrence. The second line contains the number of days the current status has been in effect.

The following links provide information about each of the report filters that are available to FM, FR, and PM users:

FM Report Filters

FR Report Filters

PM Report Filters


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