Uptick Prompts

Article author
Uptick Customer Support
  • Updated

Designed specifically for the Fire Protection industry, you’re in safe hands with Uptick’s built in safety and legislative standards. Service with accuracy by providing your techs with legislative prompt questions which will end in a clear ‘pass’ or ‘fail’ compliance.

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Uptick will provide you with legislative prompt questions for any or all asset types identified in our AS1851 list. Once set up on your system, any assets that are tested will need to be serviced by going through prompt questions before ultimately granting a pass or fail for that asset or ESM.

You can also choose to customise your prompt questions, anytime in order to help you tailor your asset testing. 

To submit a request to get Uptick's AS1851 prompts, fill out a form here.

 

Set up

This extension is only available for customers on Routines. If you don't see Routine Servicing in your Customer Data side navigation bar, then you are not on Routines and won't be able to use this feature.

Click and submit this form to us to get our AS1851 standard prompt questions added to some or all of your asset types. We can only supply the prompt questions for asset types that we deem AS1851 appropriate - the form will tell you what we supply. We also MUST be able to determine which asset types on your system represent the ones on our list - you may need to rename yours by going to Control Panel > Asset Types > edit. 

 

Adding your own custom prompts

If you wish to add or edit your own asset type prompt questions, follow the steps below. If you haven't had our AS1851 prompt questions applied, contact support to get this extension installed before moving forward here.

1. Go to Control Panel > Asset Types and VIEW the asset type you wish to add prompt questions to.

2. Click the Prompts tab and then click Add Prompt.

3. Fill out the fields:

i. Type - Select from:

Assertion - When answering the prompt question, Pass/Fail/No Test is available, and adds the ability to write a custom message if the result is Fail.

Remark - When answering the prompt question, Pass/Fail/No Test is available, and adds the ability to add a remark if the result is Fail.

Text - When answering the prompt question, Pass/Fail/No Test is NOT available, but adds the ability to answer the question with free text.

Integer - When answering the prompt question, Pass/Fail/No Test is NOT available, but adds the ability to answer the question with a whole number.

Decimal - When answering the prompt question, Pass/Fail/No Test is NOT available, but adds the ability to answer the question with a decimal number.

Date - When answering the prompt question, Pass/Fail/No Test is NOT available, but 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:

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App:

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ii. 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.

iii. Label - This will be the front and centre question you wish the field staff to answer. This is required.

iv. 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.

v. 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.

vi. Limit to Levels - The levels that this question is applicable to, for example, this question may only be applicable for Annual testing. If left blank, the question will apply to all levels.

vii. 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.

viii. 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.

ix. 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.

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Uptick offers a prompt response service report that can be enabled by contacting the Support team. We offer this for free, however, any further customisations will come at a fee, template requests can be made via our website here.

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Future Updates:

- For office staff to be able to see and edit task prompt answers and for that historical information to be shown on the asset's service history.

- For field users to see prompt answers from the previous inspection for decimal, number, text answers before filling out the answer (they won't be able to just copy and paste). This will allow field users to be patterns even if the results are passing.

 

 

 

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