Designed for accuracy and detailed reporting, Uptick’s built-in prompt questions are configured to align with safety, performance and legislative standards. This enables accurate and detailed servicing by providing your field staff with questions to complete for each asset they are servicing before they ultimately Pass or Fail that asset.
Prompt questions can be customised to help you tailor your inspections and can be turned off for individual asset types or inspections.
Previous inspection results can be populated into current inspection questions, saving time repopulating Pass and N/As results and identifying patterns with decimal results, while still enforcing the re-verification of failures.
Setting up & managing prompt sets
Prompts are set against Prompt Sets. Each Prompt Set can be configured to apply to specified standards, asset types and routine service types.
Viewing a Prompt Set and configuring applicable service levels
Click Control Panel > Prompt Sets
On the following page you can see a list of all your Prompt Sets
Click View. This will take you to the specific Prompt Set page where you can see a summary of the Prompt Questions in this Prompt Set. At the top of this page you will see the standards, asset types and routine service types applicable to this Prompt Set.
The checkboxes next to each Prompt question show the service levels applicable to that Prompt question and can be customised by checking/unchecking your choices and then clicking on Update at the bottom of the page.
NOTE: As it's possible for multiple service level types to have the same frequency (i.e Annual Survey, Annual Flow Test are both annual levels) the checkboxes will be applicable to the overall frequency and not specific service level types. If you want a prompt question to be specific to certain service level types, you will need to update the prompt set and select it from the Limit to routine service level types column.
Creating/Updating Prompt Sets
Click Control Panel > Prompt Sets
On the following page you can see a list of all your Prompt Sets.
Click Create to make a new Prompt Set or View > Update an existing Prompt Set. In both cases the following fields will need to be filled out:
Ref | Set a reference number |
Name | Provide a name |
Standards | Select the standards to be applicable to this Prompt Set from the drop-down list. You can apply multiple standards. |
Asset types | Select the asset types to be applicable to this Prompt Set from the drop-down list. You apply multiple asset types. |
Routine service types | Select the routine services to be applicable to this Prompt Set from the drop-down list. You apply routine service types. |
Adding/updating prompts
If you wish to add or edit your own asset type prompt questions, follow the steps below. If you haven't had our prompt questions applied, contact support to get this extension installed before moving forward here.
1. Go to Control Panel > Prompt Sets and View the appropriate Prompt Set.
2. Click Update. On the next page you can view, configure and add to your existing Prompt Questions
3. Fill out the fields:
Type
IMPORTANT: Editing the type on an existing prompt will cause conflicts. If a prompt needs to be changed it is recommended that you create a new prompt and make the old one inactive to avoid errors.
Assertion | Assertions allow technicians to provide free text and adds the ability to write a custom message if the result is a Fail. |
Remark | Requires technicians to add a defect and provides the ability to add a remark if the result is a Fail. |
Text | Adds the ability to answer the question with free text. |
Integer | Adds the ability to answer the question with a whole number. |
Decimal | Adds the ability to answer the question with a decimal number. |
Date | Adds the ability to answer the question with a date. |
Choice | When answering the prompt question, field staff pick from a select few choices that have been configured by the company. |
Multiple Choice | Allows your field staff to answer prompt questions with multiple options from a predefined list of choices. |
Header | The header option is different to the rest, it's purely an opportunity to add an informational title, amongst your prompt questions, making it easier for field users to navigate through the questions. The Label is the only thing you need to fill out here.
Example if it a Header with a Label of 'Section 1' was created:
Website:
 App:
|
Ref
This field can be used to add the standard's reference or any other reference you desire, this is not required, but will show up on your service report if added.
Label
This will be the front and centre question you wish the field staff to answer. This is required.
Help text
Any further information you wish for your field staff can see about the question if need be - this will show up on the app if the question is clicked. Help text for Header question types will not show on the app.
Routine Service Type
The Routine that this question is applicable to, in case this asset type is applicable to more than one routine. This is required.
Limit to Routine Service Level Types
The specific level type (not overall frequency) that this question is applicable to.
For example a routine service type can have the following level types:
Annual valve inspection
Annual Flow Test
Annual Survey
The level types above are all annual levels, and when viewing the prompt set, if the Y (denoting yearly levels) is ticked, it will apply to all of them unless specifying which level type they should be limited to.
Remark Type
Add a remark type here if you wish to force field staff to create this remark type if the prompt fails. If this is not filled out, they will be able to pick from all the available remark types like normal.
Limit to Variants
The asset variants that this question is applicable to, for example, this question may not be applicable for Diesel pumps, but not Electrical pumps. If left blank, the question will apply to all variants on this asset type.
Choice
If this question is of Type Choice or Multiple Choice, you'll need to open this cell to add this question's choice options so that your field staff have options to select when answering this question.
Finally, these prompt questions can be updated or added in bulk via our importer. Read here for more information about using our importer.
How to use
Once any prompt questions have been saved on an asset type, all assets with that type will start requiring a technician, via the app, to go through these questions before signing off with a final Pass or Fail.
Uptick offers a prompt response service report that can be enabled by contacting the Support team.
View Prompts in the web view
NOTE: Prompt answers cannot be edited in this view
To see the Prompt questions and answers against a service task:
From a task, click the Work tab
Click Service next to the service task
Click View Prompts
