The Job Maintenance report provides a list of maintenance jobs for a selected date range, filtered by status, job type, area, asset, service provider, or assigned user - giving maintenance managers and property administrators a complete picture of outstanding and completed work.
Overview
The Job Maintenance report is the primary reporting tool for the Job Management module. It displays jobs raised in Asset Maintenance > Job Management, showing the work required, parts required, progress notes, assigned provider, and any charges recorded against each job.
Use this report to:
- Review all open or overdue jobs across the property
- Produce a compliance audit trail for a specific asset or job type (for example, all smoke detector tests completed in the past year)
- Check the workload assigned to a specific staff member or Service Provider
- Review job history for a specific area, asset, or dwelling
- View charges recorded against maintenance work for a period
Access the report
From the RMS sidebar, go to Reports > Daily > Job Maintenance.
Report options
The report opens with the main options visible. Select More Options to expand the full parameter set.
Main options
| Option | Description |
|---|---|
| Report Date | The date type to filter on. Options: All, Date Created, Date Started, Date Completed, Date Cancelled, Required By. Defaults to All. |
| Date | The date range to include in the report. Supports quick-select presets (Yesterday, Today, This Week, Last Month, Year To Date, and others) and a Custom Range with manual From/To date entry. Defaults to today. |
| Report On | Scope the report to a specific focus. Options: All, Asset, Area, Dwelling. Defaults to All. |
| Area | Limit the report to jobs raised against specific areas or rooms. Defaults to all areas. |
| Job Type | Limit the report to one or more job types - for example, select Monthly Smoke Detector Test to view all compliance checks of that type. Multi-select. Defaults to None Selected (all types included). |
| Job Status | Filter by the current status of the job. Options: Reported, Quote, Started, AwaitingParts, Completed, Cancelled. Multi-select. Defaults to All Selected. |
More Options
| Option | Description |
|---|---|
| Group By | Choose how to group results in the report output. Options: Job Type, Service Provider, Status, Job For. Defaults to Status. |
| Sort By | Choose the sort order for results within each group. Options: Job Type, Service Provider, Status, Job For. Defaults to Status. |
| Provider | Limit the report to jobs assigned to one or more Service Providers. Multi-select. Defaults to None Selected (all providers included). |
| User | Limit the report to jobs logged by or assigned to one or more RMS users. Multi-select. Defaults to All Selected. |
| Group by Property | When ticked, results are separated by property. Useful for multi-property databases. |
| Hide Work Required | When ticked, the Work Required column is hidden from the report output. Tick this to produce a condensed summary view. |
| Hide Parts Required | When ticked, the Parts Required column is hidden from the report output. |
| Detailed Part List | When ticked, parts are listed individually with full detail rather than as a summary. |
| Hide Progress Notes | When ticked, the Progress Notes column is hidden from the report output. Tick this when sharing the report externally and internal notes should not be visible. |
Report output
The report displays one row per job. The following columns are included in the output:
| Column | Description |
|---|---|
| Job No | The unique job number assigned when the job was created |
| Status | The current status of the job |
| Asset | The asset, area, or dwelling the job was raised against. For jobs linked to a physical asset, the asset name is shown. For jobs raised against an area or dwelling, the area or dwelling name is shown instead. |
| Provider | The Service Provider or staff member assigned to the job |
| Required By Date | The date by which the job is due to be completed |
| Logged By | The RMS user who created the job |
| Description | The short description entered when the job was created |
| Work Required | The detailed work description recorded on the job (hidden when the Hide Work Required option is ticked) |
| Parts Required | Parts listed on the job (hidden when the Hide Parts Required option is ticked; expanded when Detailed Part List is ticked) |
| Progress Note | Running notes added to the job as work progresses (hidden when the Hide Progress Notes option is ticked) |
| Job Type | The job type selected when the job was created |
| Days | The number of days elapsed since the job was created |
| Elapsed | A visual indicator of the time elapsed against the job |
| Overdue | Indicates whether the job has passed its Required By Date without being completed |
| Charges | Any charges recorded against the job |
Common use cases
View all open jobs
Set Job Status to the open or in-progress status value and set the date range to cover the relevant period. The report will show all outstanding work, who it is assigned to, and when it is due.
Compliance audit trail for an asset
Set the Asset filter to the specific item (for example, a smoke detector) and clear the date filter to show all time. The report produces a complete history of every job raised against that asset, including the outcome recorded in the progress notes.
Review a contractor's completed work
Set the Provider filter to the relevant Service Provider and set the date range to the contract period. Tick Detailed Part List to include a full breakdown of parts used.
Identify overdue jobs
Set the date range to a past period and filter by an open job status. Any jobs whose Required By Date has passed but whose status is still open are overdue.
Related articles
- Create and manage a job in Job Management
- Assets in Job Management
- Set up Service Providers for jobs and events
- Set up assets for recurring maintenance
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