Our new service report offers a clearer, more detailed overview of your inspections. It starts with a high-level summary for a quick understanding and follows with in-depth details for a comprehensive analysis. This guide will walk you through the key sections of the new report and show you how to add the template to your system.
What You'll Learn
The new components and how to read the report
How to add the new service report template from the library
How to create tabular prompts for your reports
Inspection Summary
The report begins with the Inspection Summary, giving you a quick overview of the service visit. This section provides a snapshot of the total number of assets inspected, broken down by asset type, and clearly indicates how many have passed or failed. This allows you to see the overall results of the inspection at a glance.
Key features:
Total number of assets inspected.
Breakdown of assets by type.
A clear count of passed vs. failed assets.
Remark List
Following the summary, the Remark List details any defects or issues found during the inspection. It clearly outlines the remarks against each asset, showing the relationship between a system and its components. For example, if a deficiency is found on a control valve within a larger sprinkler system, the hierarchy makes it easy to pinpoint the exact location of the issue. This helps you quickly identify the actions that need to be taken.
Key features:
A clear list of all remarks (deficiencies).
Shows the hierarchy between systems and their components.
Provides a straightforward summary of necessary actions.
Service Result Table
The Service Result Table provides a comprehensive view of all service results. This table allows you to see the status of all serviced systems and components in one place. It also includes the testing prompts for each system, showing which specific questions failed or passed during the inspection. This level of detail gives you deeper insight into why an asset received a particular result.
Key features:
An at-a-glance view of all service results.
Detailed pass/fail information for each testing prompt.
Clear explanations for why an asset passed or failed.
Adding the Service Report Template
Uptick provides a library of pre-built templates, including the new service report, that you can add to your system at no extra cost. To get started with the new service report:
From the Document Templates page in the control panel, click Choose From Library in the top right hand corner.
Select the service report template from the list on the left to preview it.
Click Use this template to add it to your workspace.
This is the quickest way to start using the new service report format with all the enhanced features already configured.
How to Create Tabular Prompts
To make reports even easier to read, you can use Tabular Prompts. This feature groups the same prompt questions for similar components or assets into a table. For example, if you have multiple flow tests, they can be grouped together, making the report more concise and user-friendly.
Setting Up a Table in Your Promptset
Creating a table in your service report is done within the Promptset on the Uptick Web Platform. The key is to use a Header to define the start of your table. All prompt questions that follow a tabular header will become part of that table until another header is added.
Here's how to set it up step-by-step:
Add a Header: In your Promptset, add a new header. Give it a label that will serve as the title for your table (e.g., "100% Rated Flow").
Choose the Header Type: You will see three types of headers:
Regular: This is the default type and does not create a table.
Fixed Table: Use this when you have a predefined number of rows. You will need to enter labels for each row (e.g., "Nozzle 1", "Nozzle 2").
Dynamic Table: Use this when you want technicians to be able to add or remove rows in the field.
Add Prompt Questions as Columns: After setting up the header, add the prompt questions that will serve as the columns of your table. For example, you might add "Size," "Pitot Pressure," and "Flow (GPM)" as separate prompts. These will become the column headers for each row you defined.
End the Table: To end the table and return to a standard list format, simply add another header and set its type to Regular. Any prompts added under this new header will appear as a normal list, not as part of a table.
By following these steps, you can create multiple tables within the same service report, making your data much cleaner and easier for your customers to understand.
With these enhancements, the new service report provides a much deeper insight into what occurred during an inspection, ensuring you have all the information you need to understand the results and take the necessary actions.
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