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DocuSign Envelope ID: D1041CA6-DBD4-42BE-8832-7C592BF2BA15 <br /> SEARCH CRITERIA -Provide online search/query by HVAC asset <br /> HVAC Asset/Preventive 4.032 number, Preventive Maintenance Schedule name, HVAC asset location, 1 <br /> Maintenance or Preventive Maintenance Schedule due date, etc. Provide partial name <br /> capability on business name and owner name. <br /> HVAC Asset/Preventive 4.033 REMINDERS - Provide automatic generation of next schedule. 1 <br /> Maintenance <br /> HVAC Asset/Preventive 4.034 COMMENTS HISTORY BY TYPE - Provide ability to track comment/note 1 <br /> Maintenance history by type, user, and date. <br /> FIELD LEVEL SECURITY RESTRICTIONS -Ability to restrict specific <br /> Maintennance ance <br /> HVAC Preventive 4.035 fields or group of fields to specific users (e.g., HVAC asset serial number, 1 <br /> etc.). <br /> HVAC Asset/Preventive 036 REPORTING&INQUIRIES <br /> Maintenance <br /> HVAC Asset/Preventive 4.037 USER QUERIES -Ability for users to create quick queries and reports 1 <br /> Maintenance from within the system i.e., counts, status, fees, etc.). <br /> HVAC Asset/Preventive 4.038 REPORTING PARAMETERS -Ability for reports to accept parameters 1 <br /> Maintenance such as a date range for a report. <br /> HVAC Asset/Preventive 4.039 REPORT SCHEDULING AND DELIVERY-Ability to set up reports to be 1 <br /> Maintenance automatically delivered on a scheduled basis. <br /> HVAC Asset/Preventive 4.040 UPCOMING Preventive Maintenance REPORT- Ability to produce a 1 <br /> Maintenance report for upcoming Preventive Maintenance. <br /> HVAC Asset/Preventive 4.041 PAST DUE REPORT-Ability to produce a past-due report. 1 <br /> Maintenance <br /> HVAC Asset/Preventive 4.042 HISTORICAL REPORTING -System must be able to generate reports by 1 <br /> Maintenance year and specified periods. <br /> HVAGAsset/Preventive 4.083 INTEGRATION &INTERFACES <br /> Maintenance <br /> HVAC Asset/Preventive 4.044 INTERFACE -Asset Tracking: Provide the ability to link to parts used in 1 <br /> Maintenance completing a Preventive Maintenance on an HVAC Asset. <br /> HVAC Asset/Preventive 4.045 INTERFACE -Work Order: Provide the ability to create work orders for a 1 <br /> Maintenance scheduled Preventive Maintenance on an HVAC Asset. <br /> HVAC Asset/Preventive 4.046 INTERFACE -Mobile Access: Provide the ability to access the 1 <br /> Maintenance information from a mobile device. <br /> HVAC Asset/Preventive 4.047 INTEGRATION -MS OUTLOOK-Ability for the system to integrate with 1 <br /> Maintenance Microsoft Outlook for messaging and scheduling. <br /> HVAC Asset/Preventive PREVENTIVE MAINTENANCE TRACKING AND ROUTING - <br /> Maintenance WORKFLOW <br /> WORKFLOW Need work flow capability to establish required process <br /> Maintennance ance <br /> HVAC Asset/Preventive 4.049 steps and prerequisite requirements (e.g. step 7 can only be done after 1 <br /> ste 5)to complete each Preventive Maintenance. <br /> HVAC Asset/Preventive 4.050 WORKFLOW EDITS -Ability to modify workflow and task requirements 1 <br /> Maintenance as needed. <br /> HVAC Asset/Preventive 4.051 SUB-TASKS -Ability to set up multiple steps and sub-tasks. 1 <br /> Maintenance <br /> HVAC Asset/Preventive 4.052 ASSIGNEE STATUS -Ability to track task status, review comments, and 1 <br /> Maintenance com letions by assignee. <br /> A- Feature/Function Specs Addendum A-Completed Page 14 <br />