Applying an unscheduled routine to a task
This can be done by setting up an unscheduled routine on a task. In order for this process to work, the task must have a due date.
Create a task (make sure a due date has been applied during task creation) then from the Work tab, click on Add routines under the Sub-tasks section.
You'll be taken to a page where you can choose from a list of unscheduled routines that you wish to apply to the task.
This will create routines for the due month of this task. Once the Update Routines button is clicked, you'll be taken back the task. From here, click Work > Re-apply sub-tasks - you'll be taken to a confirmation screen to confirm the service tasks that will be added based on the unscheduled routines chosen. Click Confirm and you're done!
Quoting, creating and configuring a re-attendance task
Assets that could not be accessed during the initial visit still need to be serviced in Uptick in a way that will allow for quoting those assets for re-attendance. In order to do this:
- For every asset that could not be accessed, apply a No Test status and leave a remark against it referencing why the asset could not be serviced during the initial visit (i.e. no access)
- Create a Defect Quote, adding the assets with these particular remarks to the quote
- In the line items of the quote, apply an attendance fee product to these assets and when ready, send to the client for approval
- Once approved, create a task from this quote.
- Make sure to Update the task with a due date before continuing to the next step
- Add the unscheduled routine to the task but do not re-apply the sub-tasks (this is to avoid adding all assets associated with the routine so that only those assets quoted for re-attendance will be listed in the service tasks.
- Click Edit (x) service tasks, then add the appropriate routine to the routine field of each service task
- The task is now properly set-up for the technician to service the assets in need of re-attendance