Historical Report

Historical report shows you all the latest historical data carried out on a given property.

Page 1

Job Type: This field can be populated upon job creation (see photo below).
UPRN : This is the property unique identification number. This fields gets created when a new property is added onto the system. After the property is added, you cannot change the UPRN number through the system.
Property Address Field : This value comes from the properties tab under data management.To alter this value in your report, you must navigate to Setup -> Data Management -> Properties tab and locate your property and press edit. Dependent on your configuration, each column should represent a certain field, eg. House number, street name, post code etc.

Photo: The photo file comes from uploading a Main Photo to a job (see photo below). To access the Main Photo section. You must open a job. Click on the tab indicated by “1” and select an image to upload after clicking on the select button indicated by “2”.

Client: This value is preset by PSI upon creating the system.
Request: Most of the text is set on the template (this can be changed). For the “Job Type”, “UPRN” and “Property Address” refer to the explanations above.

Last Survey Date: This value is taken from the previous survey’s inspections.

Page 2 – Previous Areas of No Access

• These fields are populated in the to do wizard menu, from all previous surveys. To access the to do menu, you must sign in JMS -> Open a job -> Browse to the to do tab -> Press new.

Floor/Level: This field can be edited in the to do wizard.
Room/Area: This field can be edited in the to do wizard.
Element: This field can be edited in the to do wizard.
Description: This field can be edited in the to do wizard.
Location Note: This field can be edited in the to do wizard.
Reason: This field can be edited in the to do wizard.

*NOTE : These fields are configurable and each client possibly has other fields here.

Page 3 – Asbestos Material Found or Presumed in Previous Survey

These fields are populated in the inspection wizard menu, from all previous surveys. Where there is asbestos present/presumed/assumed.

Survey Type: Is the selected during job creation.

Floor/Level: This field can be edited in the inspection wizard.
Room: This field can be edited in the inspection wizard.
Element: This field can be edited in the inspection wizard.
Plan Ref: This field can be edited in the inspection wizard.
Material: This field can be edited in the inspection wizard.
Quantity Action: This field can be edited in the inspection wizard.
Unit: This field can be edited in the inspection wizard.
Damage Deterioration: This field can be edited in the inspection wizard.
Score Category: This field can be edited in the inspection wizard.
Photo File: This field can be edited in the inspection wizard.
Comment: This field can be edited in the inspection wizard.

*Note: Every client has bespoken configurations, therefore some clients might not have some fields, which are mentioned above, or some clients might have some fields which are not on the list above.

Below is an example of an inspection detail wizard configuration.

Page 4 – Plans/Drawings

The historical main drawings of the property for the job appears here. The photos are uploaded in previous surveys by logging into JMS -> Opening a job -> Browsing onto the Main Drawing tab & Inserting a photo