How to review & export fleet/stock list

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Administrators in Plant Assessor are often responsible for formulating and executing risk assessment plans. Part of this management function involves:

  • Making sure all machines needing assessment are set up in Plant Assessor
  • Making sure all machines in Plant Assessor have a future assessment date scheduled (if you have assessment scheduling functionality switched on-not relevant for  suppliers)

This review and export function in Plant Assessor allows for data to be sorted and filtered and exported to Microsoft Excel for further manipulation, including comparison to asset/fleet lists etc.

Simply sort and filter the results to get the machines you wish to export using the options in the menu on the left hand side of the screen and click on the EXPORT MACHINES button.

   1.  Keyword Search

   2.  Find Machine

   3.  Click EXPORT MACHINES

TIP: When comparing Plant Assessor lists to stock/fleet list in Microsoft Excel - use data sorting to ensure the lists are sorted in the same order. This makes comparisons easier.

 

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