Skip to main content

Reports, Work Orders & Test Modes

Now that you understand the basics of Patriot, you can start using some of the features that streamline services. Reports on a variety of data can be generated for station use or for end users, work orders can communicate job details to technicians, and test modes assist technicians with testing at a site or help filter out benign signals. The Advanced Search window, along with its bulk update features, also has a full tutorial video.

Reports​

This tutorial includes:

  • Running and printing an Incident report
  • Running an Activation report
  • Filtering a report to a group of accounts
  • Scheduling a preset Email Log report
  • Importing report templates
  • Customising report templates

Work Orders​

Work orders can be generated through an activation or on demand. This tutorial walks through the steps of creating a couple of work orders, including entering the basic details and how they can be sent to technicians.

Test Modes​

Test modes may need to be set up when a technician is on site testing a panel, when an area has been damaged and needs to be offline for a period of time, or when a bank conducts regular scheduled walk tests. This tutorial shows the setup of different account test modes, as well as zone test modes and Action Plan test mode filtering.

Advanced Search and Bulk Update Features​

The Advanced Search is a helpful tool for finding selections of accounts and performing bulk updates on them. The Advanced Search also allows multiple search fields to be used, and the results to be reported on or exported.

Conclusion​

After these tutorials you will have the skills to complete supervisor level tasks in Patriot. This includes importing, setting up and running reports, creating and assigning work orders to technicians, setting up a variety of test mode types and using the Advanced Search tools.

Further Reading​

Reports

Work Orders

Test Modes

Advanced Search and Bulk Updates