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.
Setup
You must have permission to access the control panel in your server. If you do not have permission, please reach out to your System Administrator or Uptick Champion for assistance.
How to create and configure a new routine service type
1. Go to Control Panel > Routines > Create routine service type
1. Go to Control Panel > Routines > Create routine service type
2. Fill out the following fields
2. Fill out the following fields
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 | 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 |
3. Click Create
How to update existing routine service types
1. Go to Control Panel > Routines > Click on the routine service type you wish to update
2. Click Update
2. Click Update
3. Make your changes you want to, then click Update
How to create a new routine service level type
1. Go to Control Panel > Routines > Create routine service level type
1. Go to Control Panel > Routines > Create routine service level type
2. Provide the following details:
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 | 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. |
Note: The orange ‘C’ symbol indicates that the service level type wasn’t included in the standard data packs and was custom-created by users on your server for that specific routine.
How to update existing routine service level types
Go to Control Panel > Routines > Click on the routine service level type you wish to update
Click Update in the upper right corner
Make your changes then click Update
How to assign the applicable assets to your routines
Click control panel > asset types
2. Click edit next to the asset type you want to assign to a routine
2. Click edit next to the asset type you want to assign to a routine
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
5. Click Save Asset Type
How to configure 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.
Click Control Panel > Asset Types > View the Asset Type.
Click on Variants > Edit the Variant.
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
4. Click Save Variant to commit the changes
