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Performing asset capture and ad-hoc servicing on the app
Performing asset capture and ad-hoc servicing on the app

Add routines to a task when on-site for asset capture

Aleks Petrovic avatar
Written by Aleks Petrovic
Updated over a week ago

Asset capture on routine generated tasks

Even if there are no assets on the property at the time of task generation, the appropriate routines will still be listed in the task on the Work/Inspections tab. This allows you to capture assets against those routine when on site. To capture assets:

  1. Make sure you've set your filters to Group by > Routine so that you can see the routines listed (if you see Work instead of routine names you are currently grouping by asset).

  2. Once filters are set, simply tap the + next to the routine to bring up the list of applicable asset types (only asset types applicable to the routine will be visible)

  3. Input all the required details for the asset and tap Save. (On Android, tap back to go back to the main inspections tab)



Asset capture via Ad-hoc servicing

Note: Ad-hoc servicing in the app only supports asset capture, and will not allow you to service the existing assets on the property without the applicable routine present on the task. To service existing assets you can add an unscheduled routine on the task from the web view.

Servicing assets during asset capture gives you more flexibility by adding the following:

  • The ability to select multiple routines and levels, where previously only a single routine could be selected.

  • Ad-hoc servicing allows you to perform unplanned routine maintenance (provided you have the permission Tasks > Can service adhoc). This also links into our Testing Prompts feature which ensures you fully test and capture results.

To perform ad-hoc servicing, ensure that filters are set to group by Asset (Filters > Group by > Asset) then tap Add asset (+ symbol next to the section labelled Work in Android) to bring up the routine list. The routines listed will have either Adhoc or Planned indicators next to them.

  • Planned:
    Routines indicated as planned are the routines the task was created for.

  • Adhoc:
    Provided the user has the appropriate permissions in place a listing of the routines set up on the property will be available to accommodate ad-hoc servicing, allowing you to service assets outside the scheduled time frame.

Once an asset has been added, you can change the grouping back to group by Routine. When grouped by routine it will shortlist the applicable asset types associated with that routine when adding the asset.

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