Setup
You will need the following permission in your security group: can see my tasks or can see all tasks. Click here to learn about permissions and security groups.
How to create a remark or verify/resolve an existing remark on iOS
If a remark needs to be created for an asset that wasn’t serviced in the task, view all assets on the property to locate the asset, then follow the Pass/Fail/No Test workflow steps
Pass/Fail/No TestNo prompt questions | Start Test/No TestPrompt questions |
1. Tap on the asset name to open its information, which will take you to the Defects tab. 
2. To add a new remark, scroll down to find the correct remark type and click Add. If a remark already exists, press and hold on the remark, then drag it to the left and select Verify or Resolve.  |
1. As soon as a Fail result is selected for a prompt question, click Existing Remark or New Remark. 
2. Search for a remark type and click Add to create a new remark; OR search and select an existing remark from the list, then confirm by clicking OK.  |
Prior to resolving a remark, remember to open it and add a Resolution Photo.
3. If creating a new remark, provide Before photos and complete or edit Location, Description, Severity and Internal Note fields. Depending on the selected remark type, the Description and Severity fields may be prefilled.
3. If creating a new remark, provide Before photos and complete or edit Location, Description, Severity and Internal Note fields. Depending on the selected remark type, the Description and Severity fields may be prefilled.
Description: Details the description of the defects found during inspection.
Severity: Indicates how serious the defect is: Informational, Recommended , Non-Conformance, Non-Critical and Critical.
Internal notes.
4. Scroll down and click + Add Product, then select Suggest for Quote to recommend a product for the office to include in a defect quote, or Use and Charge if you can fix the defect immediately and need to invoice for the parts used.
4. Scroll down and click + Add Product, then select Suggest for Quote to recommend a product for the office to include in a defect quote, or Use and Charge if you can fix the defect immediately and need to invoice for the parts used.
5. Select a product from the list searching by name or filter by supplier, category, sub-category or type.
5. Select a product from the list searching by name or filter by supplier, category, sub-category or type.
6. Review the added product/s and click Done to save the remark.
6. Review the added product/s and click Done to save the remark.
How to create a remark or verify/resolve an existing remark on Android
If a remark needs to be created for an asset that wasn’t serviced in the task, view all assets on the property to locate the asset, then follow the Pass/Fail/No Test workflow steps.
Pass/Fail/No TestNo prompt questions | Start Test/No TestPrompt questions |
1. Tap on the asset name to open its information. 
2a. Click Add New Remark, search and select the correct remark type. 
2b. If a remark already exists, click three dots next to it and select Verify or Resolve.  |
1. As soon as a Fail result is selected for a prompt question, click Existing Remark or New Remark. 
2. Search and select a remark type to create a new remark; OR search and select an existing remark from the list.  |
Prior to resolving a remark, remember to open it and add a Resolution Photo.
3. If creating a new remark, provide Before photos and complete or edit Location, Description, Severity and Internal Note fields. Depending on the selected remark type, the Description and Severity fields may be prefilled.
3. If creating a new remark, provide Before photos and complete or edit Location, Description, Severity and Internal Note fields. Depending on the selected remark type, the Description and Severity fields may be prefilled.
Description: Details the description of the defects found during inspection.
Severity: Indicates how serious the defect is: Informational, Recommended , Non-Conformance, Non-Critical and Critical.
Internal notes.
4. Scroll down and click Suggest for Quote to recommend a product for the office to include in a defect quote, or Use & Charge if you can fix the defect immediately and need to invoice for the parts used.
4. Scroll down and click Suggest for Quote to recommend a product for the office to include in a defect quote, or Use & Charge if you can fix the defect immediately and need to invoice for the parts used.
5. Select a product from the list searching by name or filter by supplier, category, sub-category or type.
5. Select a product from the list searching by name or filter by supplier, category, sub-category or type.
6. Review the added product/s and click Create to save the remark.
6. Review the added product/s and click Create to save the remark.
Resources
◀ Previous | Next ▶ |
|