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Understanding Remarks

Everything you need to know about what remarks are and what they interact with.

Teresa Bui avatar
Written by Teresa Bui
Updated over 4 months ago

Remarks are the predefined comments that describe the nature of a defect and how it should be rectified when it is found during inspection. Remarks are a powerful tool for technicians as it reduces a lot of manual input and also speeds up the defect quoting process when configured properly.

Why are remarks not called defects?

A remark doesn't always necessarily need to record a defect. They can also be used as a way to communicate recommendations or explain why an asset couldn't be tested during that particular inspection.

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Remark elements

Label

The name of the remark as it will be listed on the app and in service reports and quotes.

Description

Details the description of the defects found during inspection.

Resolution

The actions required to resolve the defect.

Severity

How serious the defect is. There are five severities:

  • Informational: Detailed advice or general comment.

  • Recommended: A modification suggested to improve performance.

  • Non-Conformance: Missing information or incorrect feature that does not affect operation.

  • Non-Critical: An impairment not likely to critically affect operation.

  • Critical: A defect that renders a system inoperative.

Remark status

Remarks can have the following statuses associated with them:

Unpublished

An open remark that is yet to be published in a service report.

Open

The default state of a remark when set against an asset. A remark remains open until it becomes Resolved.

Open (quoted)

Open remarks that are published and on a finalised, submitted, approved or actioned defect quote

Verified

An open remark is set as verified when another technician inspects the asset and marks it as such, confirming that the remark is as initially stated. Verified remarks are still considered Open, so they will still be on the asset and pull through to Defect Quotes.

Resolved (Pending)

The remark is on a submitted rectification. Only relevant to customers using the rectification module.

Resolved

The nature of the defect has been addressed and rectified, typically through a repair task. Once a remark is resolved it will not appear in the quote builder as all necessary rectification work has been carried out.

Remark types

Remarks are configured in the Control Panel and can be either asset specific or global.

Asset specific

An asset specific Remark will only appear for the appropriate asset when it's being serviced in the app. This means the technician only sees a short list of applicable remarks instead of needing to scroll through every remark on the system to find what they are looking for. Asset specific remarks can only be added via the data importer.

Global

A global remark will appear for any asset being serviced in the app.

See all open remarks across the system

Go to Customer Data > Assets > View Remarks to see all open remarks that are non-conforming, non-critical or critical defects.
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Reinstating remarks

If a remark has been resolved by mistake you can reinstate remarks via the office. Simply click the Reinstate button when viewing the remark.

Note: Requires the Can reinstate remarks permission.

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Managing Before/After photos

Before and After remark photos can be uploaded and viewed via the web and mobile so that you can clearly distinguish photos that were taken before and after the remark was resolved onsite. To view on the web, click the Documents tab when viewing the Remark.

Uploading Before/Resolved photos

Click on the camera icon to bring up the file browser, select all the images you wish to add and click Open. Alternatively, you can click and drag the image over the camera icon to upload it (multiple images can be uploaded at once)

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Deleting Before/Resolved photos

Double click on the photo you wish to delete, then click Delete > Confirm Deletion in the bottom left corner.

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Helpful resources

Remarks have a lot of configuration and interaction with other parts of Uptick. The articles listed below will help you understand how to get the most out of them.

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