Setup
You will need the following permission in your security group:
Can see all tasks.
Can create assets.
Click here to learn about permissions and security groups.
Assets of a specific type can be bulk-passed through the Finalisation tab if enabled by your system administrator.
IOS: How to add a new asset for servicing
1. Open the I&T task and go to the Work tab.
1. Open the I&T task and go to the Work tab.
2. Click the slider icon, select Group by Asset, then click Apply.
2. Click the slider icon, select Group by Asset, then click Apply.
When grouping by Routines, assets can only be added under a single applicable level, not multiple — e.g. either Alarms Annual or Alarms Six-Monthly, not both.
3. Tap Add asset.
3. Tap Add asset.
4. Select the routine service levels for this asset, then click Next.
4. Select the routine service levels for this asset, then click Next.
5. Choose the asset type from the list, with only those relevant to the selected routine service levels displayed. Then follow the Add asset article.
5. Choose the asset type from the list, with only those relevant to the selected routine service levels displayed. Then follow the Add asset article.
If the asset type list is empty, the selected routine service levels do not support the same asset types; click Cancel on the pop-up window, then Cancel again to try a different selection.
IOS: How to service an asset
1. Open the I&T task and go to Work tab.
1. Open the I&T task and go to Work tab.
To locate the asset, use the search bar or click the slider icon to open the Filtering, Grouping, and Sorting menu:
To locate the asset, use the search bar or click the slider icon to open the Filtering, Grouping, and Sorting menu:
Filter: Places, Routine, Type, Tag, Contractor, or Result
Group by: Assets or Routine
Sort by / Then sort by: Label, Ref, Location, Walk Order, Created Date, or Type
2. Select Pass/Fail/No Test, or choose Start Test/No Test if the asset requires answering prompt questions.
2. Select Pass/Fail/No Test, or choose Start Test/No Test if the asset requires answering prompt questions.
If Start Test is selected, long-press on Pass/Fail/No Test to bulk answer all questions for a routine service level. The Copy previous tests button applies responses from the last completed test to any unanswered questions.
If Start Test is selected, long-press on Pass/Fail/No Test to bulk answer all questions for a routine service level. The Copy previous tests button applies responses from the last completed test to any unanswered questions.
If any assets have a Fail result, create a remark!
ANDROID: How to add a new asset for servicing
1. Open the I&T task, go to the Inspections tab and click the slider icon.
1. Open the I&T task, go to the Inspections tab and click the slider icon.
2. Select Group by Asset, then tap outside the pop-up to return to the Inspection tab.
2. Select Group by Asset, then tap outside the pop-up to return to the Inspection tab.
When grouping by Routines, assets can only be added under a single applicable level, not multiple — e.g. either Alarms Annual or Alarms Six-Monthly, not both.
3. Click + next to the Work heading.
3. Click + next to the Work heading.
4. Select the routine service levels for this asset, then click Done.
4. Select the routine service levels for this asset, then click Done.
5. Choose the asset type from the list, with only those relevant to the selected routine service levels displayed. Then follow the Add asset article.
5. Choose the asset type from the list, with only those relevant to the selected routine service levels displayed. Then follow the Add asset article.
If the asset type list is empty, the selected routine service levels do not support the same asset types; click Cancel on the pop-up window, then Cancel again to try a different selection.
ANDROID: How to service an asset
1. Open the I&T task and go to the Inspections tab.
1. Open the I&T task and go to the Inspections tab.
To locate the asset, use the search bar or click the slider icon to open the Filtering, Grouping, and Sorting menu:
To locate the asset, use the search bar or click the slider icon to open the Filtering, Grouping, and Sorting menu:
Focus on Place
Filter: Routine, Type, Tag, Contractor, or Result
Group by: Assets or Routine
Sort by / Then sort by: Label, Ref, Location, Walk Order, Type or Last Serviced Date
2. Select Pass/Fail/No Test, or choose Start Test/No Test if the asset requires answering prompt questions.
2. Select Pass/Fail/No Test, or choose Start Test/No Test if the asset requires answering prompt questions.
If Start Test is selected, long-press on Pass/Fail/No Test to bulk answer all questions for a routine service level.The Copy previous tests button applies responses from the last completed test to any unanswered questions.
If Start Test is selected, long-press on Pass/Fail/No Test to bulk answer all questions for a routine service level.The Copy previous tests button applies responses from the last completed test to any unanswered questions.
If any assets have Fail result, create a remark!