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. Here are the most common components of Remarks that you will typically engage with:
The name of the remark as it will be listed on the app and in service reports and quotes.
Details the description of the defects found during inspection.
The actions required to resolve the defect.
How serious the defect is. There are five severities:
Remarks can have the following statuses associated with them:
An open remark that is yet to be published in a service report.
The default state of a remark when set against an asset. A remark remains open until it becomes Resolved.
Open remarks that are published and on a finalised, submitted, approved or actioned defect quote
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.
The remark is on a submitted rectification. Only relevant to customers using the rectification module.
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.
Remarks are configured in the Control Panel and can be either asset specific or global.
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.
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.
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.
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)
Deleting Before/Resolved photos
Double click on the photo you wish to delete, then click Delete > Confirm Deletion in the bottom left corner.
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.