Reports Available for CASST, Version 2.1

For the Distributor Edition

As of (1/4/2007)

 

Following is a list of standard reports that are currently available of use in CASST, Version 2.1.  Some of the reports listed here may not be available from the pull-down list of reports in the CASST “Reports” dialog box.  These reports may need to be added through the use of the “Report Manager”. (See “Using the Report Managere” in the user’s manual.) A suggested ”Display Name”, the actual file name and a description of each report is provided.

 

Suggested Display Name                            File Name                                            Description

Activities Report - Monthly                               Activities-Monthly-Agency.rpt                       This report has been designed to be run by an Agency. This report provides a count of the number of systems for which various activities occurred within the current month. It is divided into four main groups:

Installation Activities: including a count of all new installation contracts (system records with a purchase date in the current month), a count of Installations completed (system records with an installation date in the current month), and a count of installations still pending (system records with a purchase date in the current month and no installation date).

Regular Scheduled Inspections: including a count of all pending inspections still due from the previous month, a count of all inspections due from the previous month and completed during the current month, a count of all regular scheduled inspections due and completed during the current month, a count of all regular scheduled inspections still due for the current month, and a count of all regular inspections scheduled for next month.

Service Call Activities: including a count of all service calls still pending from the previous month, a count of new service calls from the current month, a count of all service calls completed for the current month, a count of all service calls still pending for the current month.

Maintenance Contract Activities: including a count of systems with renewals expected (between 90 and 60 days of the end of the current maintenance contract) in the current month, a count of systems with renewals due (between 60 and 30 days of the end of the current maintenance contract) in the current month, a count of systems with renewal contracts that are past due (at least 30 days from the end of the current maintenance contract), a count of systems with no valid maintenance contract (the current maintenance contract has expired) and a count of systems with maintenance contract renewals due (the current maintenance contract will be between 60 and 30 days of the end of the current maintenance contract) next month.

Contract - Maint. Agreement                            Contract-Maint-Agreement.rpt                      One of two versions of a Maintenance Contract Agreement

Contract - Maintenance - Special                      Contract-Maintenance-Special.rpt                  One of two versions of a Maintenance Contract Agreement

Contract - Maintenance                                    Contract-Maintenance.rpt                              Service Contract Agreement

Contract - Renewal                                          Contract-Renewal.rpt                                    Contract for the renewal of a maintenance contract.  Designed to be printed as a “proposed” renewal contract.

Contract - Warranty                                         Contract-Warranty.rpt                                   Initial 2 year warranty maintenance contract agreement

CS[i] - Installation Co To Agency                        CvrSht-InstCoToAgency.rpt                          A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Agency” (Regulatory Authority). Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Agency or Regulatory Authority.

CSi - - Installation Co To Agency - MS[ii]           CvrSht-InstCoToAgency-MS.rpt                   A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Agency” (Regulatory Authority). Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Agencies or Regulatory Authorities.

CSi - Installation Co To Manufacturer               CvrSht-InstCoToMfg.rpt                               A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Manufacturer.” Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Manufacturer.

CSi - Install Co To Manufacturer - MSii            CvrSht-InstCoToMfg-MS.rpt                         A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Manufacturer.” Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Manufacturers.

CSi - Installation Co To Owner                         CvrSht-InstCoToOwner.rpt                           A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Owner.” Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Owner.

CSi - Installation Co To Owner - MSii               CvrSht-InstCoToOwner-MS.rpt                     A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Owner.” Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Owners.

CSi - Install Co To Service Co                          CvrSht-InstCoToSrvCo.rpt                            A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Service Company” (Maintenance company). Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Service Company.

CSi - Install Co To Service Co - MSii                CvrSht-InstCoToSrvCo-MS.rpt                      A special “coversheet” that provides addressing information from the “Installation Company” (the company that installed the system) to the “Service Company” (Maintenance company). Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Service Companies.

CSi - Service Company To Agency                   CvrSht-ServCoToAgency.rpt                         A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Agency” (Regulatory Authority). Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Agency or Regulatory Authority.

CSi - Service Co To Agency - MSii                  CvrSht-ServCoToAgency-MS.rpt                  A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Agency” (Regulatory Authority). Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Agencies or Regulatory Authorities.

CSi - Service Co To Installation Co                   CvrSht-ServCoToInstCo.rpt                          A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Installation Company.” Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Installation Company.

CSi - Service Co To Install Co - MSii                CvrSht-ServCoToInstCo-MS.rpt                    A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Installation Company.” Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Installation Companies.

CSi - Service Co To Manufacturer                    CvrSht-ServCoToMfg.rpt                              A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Manufacturer.” Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Manufacturer.

CSi - Service Co To Manufacturer - MSii          CvrSht-ServCoToMfg-MS.rpt                       A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Manufacturer.” Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Manufacturers.

CSi - Service Company To Owner                    CvrSht-ServCoToOwner.rpt                          A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Owner.” Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Owner.

CSi - Service Company To Owner - MSii          CvrSht-ServCoToOwner-MS.rpt                   A special “coversheet” that provides addressing information from the “Service Company” (the company that maintains the system) to the “Owner.” Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Owners.

CSi - Distributor To Agency                             CvrSht-DistToAgency.rpt                              A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Agency” (Regulatory Authority). Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Agency or Regulatory Authority.

CSi - Distributor to Agency - MSii                    CvrSht-DistToAgency-MS.rpt                       A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Agency” (Regulatory Authority). Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Agencies or Regulatory Authorities.

CSi - Distributor to Installation Co                     CvrSht-DistToInstCo.rpt                               A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Installation Company” (the company that installed the system). Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Installation Company.

CSi - Distributor to Installation Co - MSii           CvrSht-DistToInstCo-MS.rpt                         A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Installation Company” (the company that installed the system). Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Installation Companies.

CSi - Distributor to Manufacturer                      CvrSht-DistToMfg.rpt                                   A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Manufacturer.” Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Manufacturer.

CSi - Distributor to Manufacturer - MSii            CvrSht-DistToMfg-MS.rpt                            A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Manufacturer.” Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Manufacturers.

CSi - Distributor to Owner                                CvrSht-DistToOwner.rpt                               A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Owner.” Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Owner.

CSi - Distributor to Owner - MSii                      CvrSht-DistToOwner-MS.rpt                        A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Owner.” Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Owners.

CSi - Distributor to Service Company                CvrSht-DistToSrvCo.rpt                                A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Service Company” (the company that maintains the system). Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Service Company.

CSi - Distributor to Service Co - MSii                CvrSht-DistToSrvCo-MS.rpt                         A special “coversheet” that provides addressing information from the “Distributor” (a company that resells for a Manufacturer) to the “Service Company” (the company that maintains the system).  Designed to be printed as an addition to another report and then folded along with a copy of the primary report and placed in a windowed envelope for mailing to multiple Service Companies.

CSi - Manufacturer to Agency                          CvrSht-MfgToAgency.rpt                             A special “coversheet” that provides addressing information from the “Manufacturer” to the “Agency” (Regulatory Authority). Designed to be printed as an addition to another report and then folded along with the primary report and placed in a windowed envelope for mailing to one Agency or Regulatory Authority.

 

Inspections Completed - Give Dates                  InspComp-BetweenDates.rpt                        Provides a list of all systems for which a maintenance inspection has been complete. User is required to provide starting and ending dates for the report. Report is sorted by Service Company, then by County and then by City.

Inspections Completed Last Month                   InspComp-LastMonth.rpt                              Provides a list of all systems, for which a maintenance inspection was completed during the past month, based on the current computer date. Report is sorted by Service Company, then by County and then by City.

Inspections Comp Last Mo-One Serv Co          InspComp-LastMonth-OneAgency.rpt           This report is identical to the “InspComp-LastMonth.rpt” report described above except that records are only presented for the Agency selected by the user.

Inspections Completed This Month                    InspComp-ThisMonth.rpt                               Provides a list of all systems, for which a maintenance inspection was completed during the current month, based on the current computer date. Report is sorted by Service Company, then by County and then by City.

Inspections Comp This Mo-One Serv Co           InspComp-ThisMonth-OneAgency.rpt            This report is identical to the “InspComp-ThisMonth.rpt” report described above except that records are only presented for the Agency selected by the user.

Inspections Due - Dates-One Agency               InspDue-BetweenDates-1Agency.rpt            Provides a list of all systems, for which a maintenance inspection is due between user specified starting and ending dates for user selected Regulatory Agency. Report is sorted by Service Company, then by County and then by City.

Inspections Due Last Month                             InspDue-LastMonth.rpt                                 Provides a list of all systems, for which a maintenance inspection was and still remains due during the previous month, based on the current computer date.  Report is sorted by Service Company, then by County and then by City.

Inspections Due Last Month - One Agency       InspDue-LastMonth-OneAgency.rpt              This report is identical to the “InspDue-LastMonth.rpt” described above except that it only lists the inspections that were due last month for the selected Agency. The user is prompted to select the Regulatory Agency for which the report is to be prepared.

Inspections Due - Last Month - WC[iii]               InspDue-LastMonth-WC.rpt                          Provides a list of all systems, for which a maintenance inspection was and still remains due during the previous month, based on the current computer date.  Report is sorted by Service Company, then by County and then by City. This report is identical to the “InspDue-LastMonth.rpt” above, except that it has a presentation type cover sheet.

Inspections Due - Next Month                          InspDue-NextMonth.rpt                                Provides a list of all systems, for which a maintenance inspection will be due during the next month, based on the current computer date.  Report is sorted by Service Company, then by County and then by City.

Inspections Due - Next Month-One Agency      InspDue-NextMonth-OneAgency.rpt             This report is identical to the “InspDue-NextMonth.rpt” described above except that it only lists the inspections that are due next month for the selected Agency. The user is prompted to select the Regulatory Agency for which the report is to be prepared.

Inspections Due - Next Month - WCiii              InspDue-NextMonth-WC.rpt                         Provides a list of all systems, for which a maintenance inspection will be due during the next month, based on the current computer date.  Report is sorted by Service Company, then by County and then by City. This report is identical to the “InspDue-NextMonth.rpt” above, except that it has a presentation type cover sheet.

Inspections Due - This Month                           InspDue-ThisMonth.rpt                                 Provides a list of all systems, for which a maintenance inspection is still due for the current month, based on the current computer date.  Report is sorted by Service Company, then by County and then by City.

Inspections Due - This Month-One Agency       InspDue-ThisMonth-OneAgency.rpt              This report is identical to the “InspDue-ThisMonth.rpt” described above except that it only lists the inspections that are due this month for the selected Agency. The user is prompted to select the Regulatory Agency for which the report is to be prepared.

Inspections Due - This Month-Subdivision         InspDue-ThisMonthBySubdivision.rpt             Provides a list of all systems, for which a maintenance inspection is still due for the current month, based on the current computer date.  Report is sorted by Service Company, then by County, then by City, then by Subdivision, then by Lot, and then by Block.

Inspections Due - This Month - WCiii                InspDue-ThisMonth-WC.rpt                          Provides a list of all systems, for which a maintenance inspection is still due for the current month, based on the current computer date.  Report is sorted by Service Company, then by County and then by City. This report is identical to the “InspDue-ThisMonth.rpt” above, except that it has a presentation type cover sheet.

Inspections Due - This Month with Routing       InspDue-ThisMonth-WithRouting.rpt              This report is identical to the “InspDue-ThisMonth.rpt” described above except that it uses the “Grid Number” field to provide the grouping and sorting criteria for the report. The design of this report is based on using the “Grid Number” for a routing number. The “Grid Number” is a five character field. For this report, the “Grid Number” should start with an alpha character like “A”, “B”, or “C”. This would represent the route number. The remaining four characters should represent the sequence of the route. For example, the first stop on the route would be “A0001”. It is suggested that when first setting up a routing, the user would skip some numbers in the sequence to provide for new customers. Using this criteria, the next stop on the route might be numbered “A1050”. This report would group the inspections due this month by the first character of the “Grid Number”, thus creating routes A, B, etc. Each of the routes are then sorted using the last four numbers of the “Grid Number”.

Inspections Due - Through Current Month         InspDue-ThruCurMonth.rpt                           Provides a list of all systems, for which a maintenance inspection is still due through the current month, based on the current computer date.  This report will list all past due inspections, including those still due for the current month month.  Report is sorted by Service Company, then by County and then by City.

Inspections Due-Thru Current Mo - BG[iv]          InspDue-ThruCurMonth-BG.rpt                     Provides a list of all systems, for which a maintenance inspection is still due through the current month, based on the current computer date.  This report will list all past due inspections, including those still due for the current month month.  Report is sorted by “Grid Number.”

Insp-Due - Thru Cur Mo - One Service Co       InspDue-ThruCurMonth-OneServCo.rpt        This report is designed to be used by Regulatory Authorities and provides a list of all systems, for which a maintenance inspection is still due through the current month, based on the current computer date, for a selected Maintenance/Service Company.  This report will list all past due inspections, including those still due for the current month. Report is sorted by Service Company, then by County and then by City.

Insp-Due - Thru Cur Mo - with Routing            InspDue-ThruCurMo-WithRouting.rpt            This report is identical to the “InspDue-ThruCurMonth.rpt” described above except that it uses the “Grid Number” filed to provide the grouping and sorting criteria for the report. The design of this report is based on using the “Grid Number” for a routing number. The “Grid Number” is a five character field. For this report, the “Grid Number” should start with an alpha character like “A”, “B”, or “C”. This would represent the route number. The remaining four characters should represent the sequence of the route. For example, the first stop on the route would be “A0001”. It is suggested that when first setting up a routing, the user would skip some numbers in the sequence to provide for new customers. Using this criteria, the next stop on the route might be numbered “A1050”. This report would group the inspections due this month by the first character of the “Grid Number”, thus creating routes A, B, etc. Each of the routes are then sorted using the last four numbers of the “Grid Number”.

Inspections Due - Through Next Month             InspDue-ThruNextMonth.rpt                         Provides a list of all systems, for which a maintenance inspection will be due through the next month, based on the current computer date. This report will list all past due inspections, including those due for the next month.  Report is sorted by Service Company, then by County and then by City.

Inspections Due - Thru Next Mo - BGiv             InspDue-ThruNextMonth-BG.rpt                   Provides a list of all systems, for which a maintenance inspection will be due through the next month, based on the current computer date. This report will list all past due inspections, including those due for the next month.  Report is sorted by “Grid Number.”

Insp Due - Thru Next Mo-One Agency             InspDue-ThruNextMo-OneAgency.rpt           This report is identical to the “InspDue-ThruNextMonth.rpt” described above except that it only lists the inspections that are due through next month for the selected Agency. The user is prompted to select the Regulatory Agency for which the report is to be prepared.

Insp Due - Thru Next Mo - With Routing          InspDue-ThruNextMo-WithRouting.rpt          This report is identical to the “InspDue-ThruNextMonth.rpt” described above except that it uses the “Grid Number” field to provide the grouping and sorting criteria for the report. The design of this report is based on using the “Grid Number” for a routing number. The “Grid Number” is a five character field. For this report, the “Grid Number” should start with an alpha character like “A”, “B”, or “C”. This would represent the route number. The remaining four characters should represent the sequence of the route. For example, the first stop on the route would be “A0001”. It is suggested that when first setting up a routing, the user would skip some numbers in the sequence to provide for new customers. Using this criteria, the next stop on the route might be numbered “A1050”. This report would group the inspections due this month by the first character of the “Grid Number”, thus creating routes A, B, etc. Each of the routes are then sorted using the last four numbers of the “Grid Number”.

Inspection Report - Service Company               InspRpt-ServCo.rpt                                       Inspection report form printed for any completed Maintenance/Service Company inspection visit. Report is to be printed for reporting inspection visits to Regulatory Authorities.

Inspection Report - Serv Co - Blank                  InspRpt-ServCo-Blank.rpt                             Prints a “Blank” inspection report with only the owner and property address  information filled in. This report is designed to be printed for each system that is to be inspected by a Maintenance/Service Company inspector. After completion, this form is to be returned to the office for recording in CASST.

Insp Rpt - Serv Co - Blank - All Nxt Mo           InspRpt-ServCo-Blank-AllNextMo.rpt           Prints a “Blank” inspection report with the owner and property address  information filled in for all system records that have regular inspections due for next month, based on the current computer date.

InspRpt-ServCo-Blank-AllNxtMo-Routing         InspRpt-SrvCo-Blk-AllNextMo-Rt.rpt            This report is identical to the “InspRpt-ServCo-Blank-AllNextMo.rpt” described above except that it uses the “Grid Number” field to provide the grouping and sorting criteria for the report. The design of this report is based on using the “Grid Number” for a routing number. The “Grid Number” is a five character field. For this report, the “Grid Number” should start with an alpha character like “A”, “B”, or “C”. This would represent the route number. The remaining four characters should represent the sequence of the route. For example, the first stop on the route would be “A0001”. It is suggested that when first setting up a routing, the user would skip some numbers in the sequence to provide for new customers. Using this criteria, the next stop on the route might be numbered “A1050”. This report a “Blank” inspection report with the owner and property address information filled in for all system records that have regular inspections due for next month, based on the current computer date. These blank inspection report forms will be sorted by the “Grid Number”.

Insp Rpt - Serv Co - Blank - All This Mo          InspRpt-ServCo-Blank-AllThisMo.rpt            Prints a “Blank” inspection report with the owner and property address  information filled in for all system records that have regular inspections due for the current month, based on the current computer date.

InspRpt-ServCo-Blank-AllThsMo-Routing         InspRpt-SrvCo-Blk-AllThisMo-Rt.rpt             This report is identical to the “InspRpt-ServCo-Blank-AllThisMo.rpt” described above except that it uses the “Grid Number” field to provide the grouping and sorting criteria for the report. The design of this report is based on using the “Grid Number” for a routing number. The “Grid Number” is a five character field. For this report, the “Grid Number” should start with an alpha character like “A”, “B”, or “C”. This would represent the route number. The remaining four characters should represent the sequence of the route. For example, the first stop on the route would be “A0001”. It is suggested that when first setting up a routing, the user would skip some numbers in the sequence to provide for new customers. Using this criteria, the next stop on the route might be numbered “A1050”. This report a “Blank” inspection report with the owner and property address information filled in for all system records that have regular inspections due for the current month, based on the current computer date. These blank inspection report forms will be sorted by the “Grid Number”.

Insp Rpt-Serv Co-Blank-No Chlorine Flag         InspRpt-ServCo-Blank-NoChlFlag.rpt            Prints a “Blank” inspection report with the owner and property address  information filled in. This report requires the addition of a field in the “More Data” area of CASST. This field must be defined as a Boolean type field and named “Provide No Chlorine”. Other special considerations must be applied. This from was requested by some users to help eliminate have an inspector add chlorine to a system when an owner has specifically asked that none be provided. By adding the field to the More Data area and then placing a check mark in this field for any system that owners have requested that no chlorine be added, a bold “Provide No Chlorine” text statement will be added at the top of each blank inspection form. To use this report effectively users may need to contact AppliTech, Inc.

Insp Rpt - Serv Co - Blank - Thru Cur Mo        InspRpt-ServCo-Blank-ThruCurMo.rpt          Prints a “Blank” inspection report with the owner and property address  information filled in for all system records that have regular inspections due through the current month, based on the current computer date. This report will list all past due inspections, including those due for the current month.

Insp Rpt - Serv Co - Blank - Thru Nxt Mo        InspRpt-ServCo-Blank-ThruNextMo.rpt         Prints a “Blank” inspection report with the owner and property address  information filled in for all system records that have regular inspections due through next month, based on the current computer date. This report will list all past due inspections, including those due next month.

Labels (Avery 5160) - All Contacts                   Labels(5160)ToContacts.rpt                          Prints mailing labels on sheets of Avery 5160 labels for each contact entered in the Contacts database of CASST.

Labels (Avery 5160) - All Install Cos                Labels(5160)ToInstCos.rpt                            Prints mailing labels on sheets of Avery 5160 labels for each Installation Company entered in the Installation Companies tab from the Support Data window of CASST.

Labels (Avery 5160) - All Owners                    Labels(5160)ToOwners.rpt                            Prints mailing labels on sheets of Avery 5160 labels for each Owner of a system with information entered in the Owners tab from the Main Screen of CASST.

Labels (Avery 5160) - All Service Cos              Labels(5160)ToServCos.rpt                           Prints mailing labels on sheets of Avery 5160 labels for each Maintenance/Service Company entered in the Service Companies tab from the Support Data window of CASST.

Labels (Avery 5163) - All Contacts                   Labels(5163)ToContacts.rpt                          Prints mailing labels on sheets of Avery 5163 labels for each contact entered in the Contacts database of CASST

Labels (Avery 5163) - All Install Cos                Labels(5163)ToInstCos.rpt                            Prints mailing labels on sheets of Avery 5163 labels for each Installation Company entered in the Installation Companies tab from the Support Data window of CASST.

Labels (Avery 5163) - All Owners                    Labels(5163)ToOwners.rpt                            Prints mailing labels on sheets of Avery 5163 labels for each Owner of a system with information entered in the Owners tab from the Main Screen of CASST.

Labels (Avery 5163) - All Service Cos              Labels(5163)ToServCos.rpt                           Prints mailing labels on sheets of Avery 5163 labels for each Maintenance/Service Company entered in the Service Companies tab from the Support Data window of CASST.

License - Operation                                         License-Operate.rpt                                      A generic permit (license) to operate an on-site wastewater.  This permit

List - All Systems                                            List-AllSystems.rpt                                       Prints a list of all wastewater systems entered into CASST, listing the Installation Date, the Permit Number, the Brand Name, the Name of the Owner, and the Location of the System.

List All Systems by Grid Number                      List-AllSystems-by Grid Num.rpt                   Prints a list of all wastewater systems entered into CASST, sorted by the Grid Number, listing the Installation Date, the Grid Number, the Brand Name, the Name of the Owner, and the Location of the System.

List - All Systems by Brand name                     List-AllSystemsByBrandName.rpt                 Prints a list of all wastewater systems entered into CASST, sorted by the Brand Name, listing the Installation Date, the Permit Number, the Brand Name, the Model Number, the Location of the System and the Name of the Owner.

List - All Systems by City                                 List-AllSystemsByCity.rpt                             Prints a list of all wastewater systems entered into CASST, sorted by the City in which it is located, listing the Installation Date, the Permit Number, the Brand Name, the Model Number, the Location of the System and the Name of the Owner.

List - All Systems Installed - One Inst Co          List-AllSys-Installed-OneInstCo.rpt                Prints a list of all wastewater systems entered into CASST, installed by a user selected Installation Company. It lists the Serial Number, the Installation Date, the Permit Number, the Name of the Owner and the Location of the System.

List - All Systems by Serial Number                  List-AllSystems-SerialNums.rpt                     Prints a list of all wastewater systems entered into CASST, sorted by the Serial Number, listing the Serial Number, the Installation Date, the Permit Number, the Name of the Owner and the Location of the System.

List - All Systems Serviced - One Serv Co        List-AllSys-Serviced-OneServCo.rpt              Prints a list of all wastewater systems entered into CASST, serviced by a user selected Maintenance Company. It lists the Serial Number, the Installation Date, the Permit Number, the Name of the Owner and the Location of the System.

List - All Contacts                                            List-Contacts.rpt                                           Prints a list of all Contacts that are entered into the Contacts database of CASST, listing the Contacts Name and Title, the Company Name, the Address (from the first address field only), the City, State and Zip Code, and the Business Phone number for the Contact.

List - Installation Companies                             List-InstCos.rpt                                             Prints a list of all of the Installation Companies that are entered into CASST. (Especially useful to the regulatory agency for providing lists to persons requesting a list of installation companies that install on-site systems in the jurisdiction of the regulatory authority.

List - Renewals                                               List-Renewals.rpt                                         Report to be printed by the Maintenance/Service Company. Prints a report that provides a count and a list for four categories: (1) Renewals Expected -- Count and list of all systems for which a renewal of the maintenance contract will be due within 90 days (or the number of days specified in the “Number of days prior to the end of the current contract for the first renewal notice). (2) Renewals Due -- Count and list of all systems for which a renewal of the maintenance contract will be due within 60 days (or the number of days specified in the “Number of days prior to the end of the current contract for the second renewal notice). (3) Renewals Past Due -- Count and list of all systems for which the current maintenance contract is less that 30 days from expiration. (or the number of days specified in the “Number of days prior to the end of the current contract for the renewal notice to be in the Regulator office). (4) Not Renewed -- Count and list of all systems for which the current maintenance contract has expired and no renewal maintenance contract has been received.

List - Renewals Due-One Serv Co                    List-RenewalsDue-1ServCo.rpt                     Report designed to be printed by the Regulatory Authority or Agency. Prints a list of all system records for which a renewal of the maintenance contract is not due. A system record will appear on this report if the current date (current  date of users computer) is between the “Renewal Notice 1” date and the “Renewal Notice 2” dates as displayed on the “Current Contract” tab of the “Service Co” tab.

List - Renewals Expected-One Serv Co            List-RenewalsExpected-1ServCo.rpt              Report designed to be printed by the Regulatory Authority or Agency. Prints a list of all system records for which a renewal of the maintenance contract is currently expected due. A system record will appear on this report if the current date (current  date of users computer) is between the “Renewal Notice 2” date and the “Renewal Due” dates as displayed on the “Current Contract” tab of the “Service Co” tab.

List - Renewals Not Renewed-One Serv Co     List-RenewalsNotRenewed-1ServCo.rpt        Report designed to be printed by the Regulatory Authority or Agency. Prints a list of all system records for which a renewal of the maintenance has not been renewed due. A system record will appear on this report if the current date (current  date of users computer) is past the date on which the current contract will end as displayed on the “Current Contract” tab of the “Service Co” tab.

List - Renewals Past Due-One Serv Co            List-RenewalsPastDue-1ServCo.rpt               Report designed to be printed by the Regulatory Authority or Agency. Prints a list of all system records for which a renewal of the maintenance contract is currently past due. A system record will appear on this report if the current date (current  date of users computer) is between the “Renewal Due” date and the date on which the current contract will end as displayed on the “Current Contract” tab of the “Service Co” tab.

List - Service Companies                                  List-ServCos.rpt                                           Prints a list of all of the Maintenance/Service Companies that are entered into CASST. (Especially useful to the regulatory agency for providing lists to persons requesting a list of companies that maintain and/or service on-site systems in the jurisdiction of the regulatory authority.

Notice - Did Not Renew                                  Notice-DidNotRenew.rpt                              Notice that is to be printed by the Maintenance/Service Company and sent to the Regulatory Authority or Agency notifying them that a maintenance/service contract on the identified system has not been renewed with the current Maintenance/Service Company. This report can be printed in conjunction with a coversheet for mailing to the Regulatory Authority or Agency.

Notice - Did Renew                                         Notice-DidRenew.rpt                                    Notice that is to be printed by the Maintenance/Service Company and sent to the Regulatory Authority or Agency notifying them that a maintenance/service contract on the identified system has been renewed with the current Maintenance/Service Company. This report can be printed in conjunction with a coversheet for mailing to the Regulatory Authority or Agency.

 

Notice - Renewal 1                                          Notice-Renewal1.rpt                                     A letter that is to be printed by the Maintenance/Service Company and sent to the Owner of an onsite system for which a renewal of the maintenance contract will be due within 90 days (or the number of days specified in the “Number of days prior to the end of the current contract for the first renewal notice).

Notice - Renewal 1 - MSii                                Notice-Renewal1-MS.rpt                              Same letter as the “Notice - Renewal 1” above except that this version will print the letter to all Owners that have a current maintenance contract that is less that 90 days more than 60 days (or the number of days specified in the “Number of days prior to the end of the current contract for the first renewal notice) from the expiration date of the current contract. An address coversheet for each letter printed by this report can also be printed during the printing of the report by placing an “X” in the checkbox next to the “CS - Agency to Owner - MS” option in the “Additional Coversheets and Additional Reports” area of the “Reports” dialog box. (If a “MS”, or Multiple System, Report is selected, a “MS” coversheet must also be selected.)

Notice - Renewal 2                                          Notice-Renewal2.rpt                                     A letter that is to be printed by the Maintenance/Service Company and sent to the Owner of an onsite system for which a renewal of the maintenance contract will be due within 60 days (or the number of days specified in the “Number of days prior to the end of the current contract for the first renewal notice)

Notice - Renewal 2 - MSii                                Notice-Renewal2-MS.rpt                              Same letter as the “Notice - Renewal 2” above except that this version will print the letter to all Owners that have a current maintenance contract that is less that 60 days more than 30 days (or the number of days specified in the “Number of days prior to the end of the current contract for the second renewal notice) from the expiration date of the current contract. An address coversheet for each letter printed by this report can also be printed during the printing of the report by placing an “X” in the checkbox next to the “CS - Agency to Owner - MS” option in the “Additional Coversheets and Additional Reports” area of the “Reports” dialog box. (If a “MS”, or Multiple System, Report is selected, a “MS” coversheet must also be selected.)

Renewal Notices Sent Between Dates              RenNoticesSent-BetweenDates.rpt                Prints a list of all First Renewal and Second Renewal Notices that were printed between user specified dates.

Service Request                                               ServiceRequest.rpt                                        Service Request form designed to be printed by the Maintenance/Service Company and used by the Maintenance/Service Company’s agent to organize and plan service work

Service Request with Blank Insp Report            ServiceRequestWithBlankInspSht.rpt             Prints the same “Service Request” form described above, but includes a “Blank Inspection From” (same as “Inspection Report - Serv Co - Blank” described above) for recording and reporting the repairs.

System Profile                                                 SystemProfile.rpt                                          Prints a form with a variety of information about the system for which it is being printed. This from can be printed as an individual report or as an “Addition Coversheet or Additional Report”, and is very useful for service personnel when making maintenance visits.

System Profile - Insps Due - This Month           SystemProfile-InspDueThisMo.rpt                 Prints a copy of the “System Profile” report as described above for each system with a scheduled inspection due in the current month.



[i] Any reports that start with the letters “CS” refer to a special “Cover Sheet” document that is to be used as an addressing sheet when using windowed envelopes

[ii] Any report that ends with the letters “MS” are designed to print reports for multiple systems based on specific criteria for each report. The “MS” stands for “Multiple Systems”. If an “MS” report is selected for printing, and additional coversheets are needed, an “MS” type coversheet must be selected.

[iii] The “WC” at the end of any report denotes the presence of a special coversheet, designed for presenting to persons like officials, financial officers, etc.

[iv] The “BG” at the end of any report denotes that the report will be sorted by the “Grid Number” field. This field is located in the “Property Info” area of CASST.