Adding Routines

Using the Routines module, Uptick allows you to map your day to day work with the legislation and standards they are based on. Routine Services are added in the initial stages of Property creation, Uptick utilises this information to predict the date and tolerance period for every required site visit for the next 25 years! With 5 of these years viewable via the Routine schedules grid, you can always plan your site visits well in advance. 

Prior to setting up Routines on your Properties, you need to ensure you have configured your Routine Service Types, this can be discussed during your on-boarding period with your Integration Consultant/s.

Setting up your Routine Services

Step 1: Create a Property, ensuring you add all relevant details, including Assets. Select the Routines tab and click the 'Manage routine services' button.

Screen_Shot_2019-08-02_at_12.11.11_pm.png

Step 2: Click 'Add Routines' to display the page below. You will need to enter a Site Start Date, Routine Output Type (i.e. Task) and can choose to select a Site Contractor for entire Routine Service (i.e. your company).

Step 3: Select the Applicable Routine Types by typing in the filter search bar. You can choose to filter via one set of Standards (i.e. all 2005 or all 2012) or you can leave this blank in the circumstance you require a combination of different service standards for different Routine Service Types (i.e. 2005 EEL and 2012 Extinguishers). When finished adding all Routines, hit the 'Add Routines' button on the bottom right.

Routine Start Date

The default list of routines provided by Uptick (AS 1851 2012/2005) are built with a system that avoids duplication- If an Annual service is due in March the system will not show other services in that month (like a monthly or 6 monthly)

Routine start date = Annual due date in order to auto-populate services that are triggered by the annual date.  

Example 1. Today is 15/03/2020 and the first service due on your new site in April is a Sprinkler Annual test.  Routine start date = 1st April 2020

Example 2. Today is 15/03/2020 and the first service due on your new site in April is a Sprinkler Monthly test. Here you need to enter start date as the last Sprinkler Annual date.  Routine start date = 1st September 2019

 

 

 

Was this article helpful?
0 out of 0 found this helpful