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Creating/updating routine types and setting applicable assets
Creating/updating routine types and setting applicable assets

Learn about configuring routines, level types, superseding, and how levels supersede each other.

Teresa Bui avatar
Written by Teresa Bui
Updated yesterday

Much of Uptick's functionality relies on routines to be carefully set up. This article outlines the steps for the following:

Note: Uptick does not offer any support on custom routines, with the exception of requesting their removal from your server. This means if you create custom routines, you are responsible for setting them up correctly and managing any complications that may arise from that custom setup.

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Creating and configuring a new routine service type

  1. Go to Control Panel > Routines > Create routine service type

    New_routine.drawio.png
  2. Fill out the following:

Name

The display name of the routine.

Short Name

Optionally set a short name to be displayed in small spaces where the full name can't be fully displayed.

Is Active
Only appears when updating the level type

Toggle whether or not this routine service type is active. Inactive routine types will not be available to select until they're made active again.

Service group

Set the default service group for this routine service type. Can be changed at the property level if required.

Standard

Select from a drop-down list of standards. The standards are managed under Control Panel > Configure Standards.

Standard reference

Reference code for the standard.

Standard notes

Any applicable standard notes for this routine.

Performance standard

Include any standards of performance for this routine here.

Is Annual Certification

Enable for generated routines covered by annual certification

Update existing routine service types

  1. Go to Control Panel > Routines > Click on the routine service type you wish to update

  2. Click Update in the upper right corner

  3. Make your changes then click Update

Creating and configuring a new routine service level type

  1. Go to Control Panel > Routines > Create routine service level type

    New_level.drawio.png
  2. Provide the following details:

Name

The name of the service level.

Display code

The abbreviation that appears on the routine in reference to this level.

Is Active
Only appears when updating the level type

Toggle whether or not this level type is active. Inactive level types will not be available to select until they're made active again.

Routine service type

Select the routine type this level applies to. The list is populated by existing routine service types in Uptick.

Applicability note

Provides note on the application of this level.

Internal note

Internal notes regarding this level are placed here.

Service group

Set the default service group for this routine level. Can be changed at the property level if required.

Service rank

A numbered rank assigned to the routine service level. Is affected by Supersedes lower rank settings.

Supersedes lower rank

For multiple service levels where you require a higher ranked level to override a lower rank to avoid duplication in the routine calendar (i.e. annual level should override monthly level). The larger the number the higher the rank.

Frequency

The frequency of the service level. Provide a number in the first field, then select a time interval in the second field (months, days).

Tolerance

The amount of time permitted for a routine service that hasn't been carried out by the due date. Whether a task is completed in or out of tolerance is determined by the date the status of the task is set to Performed.

Provide a number in the first field, then select a time interval in the second field (months (M), days (D)).

Asset Based Service

Toggle an asset based service. Out of contract asset based services are managed through a dedicated dashboard rather than routine task generation.

Suggest to technician when onsite

This setting is only visible if the feature for performing major services while onsite is enabled.

If selected, this will communicate to the technician when a major service for a particular asset is due within 3 months before/after the current day.

Default enabled

Changing this setting will not update existing routines on properties and will only apply to future instances.

If selected, this level will be ticked by default when adding routines to a property. These will also be the automatically selected levels when choosing the routine type on service quotes.

Update existing routine service level types

  1. Go to Control Panel > Routines > Click on the routine service level type you wish to update

  2. Click Update in the upper right corner

  3. Make your changes then click Update

Assigning applicable assets to your routines

  1. Click control panel > asset types

  2. Click edit next to the asset type you want to assign to a routine

    New_routine-Page-4.drawio.png
  3. Under the maintenance section select a routine from the applicable routines drop-down list.

  4. If there are any service levels you want to exclude from the asset select the exclusions from the excluded routine levels drop-down list.

  5. Click save asset type.

    New_routine-Page-5.drawio.png

Configuring inclusions/exclusions on a specific variant

You can set specific variants to be included as part of a routine and also create level exclusions for that routine. To learn more about managing asset types and variants, see the article here.

  1. Click Control Panel > Asset Types > View the Asset Type.

  2. Click on Variants > Edit the Variant.

  3. Select the appropriate routine by searching and selecting a routine from the Override routines field. All routine levels will apply unless selecting the specific exclusions from the Excluded routinelevels field.

  4. Click Save Variant to commit the changes

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