Why is the asset duplicating on the task work tab?
Why isn't the correct asset pulling through onto the work tab?

There can be a couple reasons for this, but the most common is that you've attached the asset type to multiple kinds of routines or services or not attached it at all.

Uptick connects routines/services and asset types so every time a routine or service generates, it brings through the asset types linked to it with it.

For example, if you have 2 routines/services (whether it be by accident or on purpose) on a property that generate in the same month

  • Fire Extinguisher Service

  • Portable Equipment Service

If they are both linked to the asset type Extinguishers, they will pull through all the extinguisher assets to the task, twice. If it isn't linked to these routines/services, nothing will pull through.

The fix

Remove the asset type from the routine it should/shouldn't be coming up on:

  1. Go to Control Panel > Asset Types > Edit the asset type that is duplicating/missing.

For duplicating assets

For missing assets

Under the Maintenance section in the Applicable routines field, click the X on the unwanted routine to disconnect it from the asset type.

Under the Maintenance section in the Applicable routines field, select the correct routine that applies.

3. Click Save Asset Type.


Updating the existing task after changing applicable routines on the asset type

Once changes have been made, the system will detect the change on the task and allow you to re-apply the subtasks to reflect the current settings. From an existing task that has the missing/duplicate assets:

  1. Go to the Work tab.

  2. To the right of the Service Tasks heading, click Re-Apply Sub-Tasks.

  3. Once clicked you will see a summary of the changes that will be made. Click Confirm to update the task.

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