What is Closed BETA This feature is in early stages of development, whilst we are excited for you to use and share your feedback. PLEASE NOTE - We highly recommend that you use a test site or dummy data when using this feature. If you encounter any issues or have any feedback, you can reach out directly to the Product Managers. |
The Scheduling subsection lists all services for each asset based on their due date frequency.
Viewing Service Details
- Select a service from the list to view more details in a side window, including:
- Status of the service.
- Asset reference
- Due Date
- more ref numbers what are these?
- Site name
- Location at site
- Timeline of events.
- Log an attempt
- Mark as complete
Logging an Attempt
- Select "Log an Attempt" to open a popup and add details:
- Date
- Time
- Linked job
- Resource
- Reason drop down list. (No access, Unable to locate, Failed risk assessment, Parts required, Condemned)
- Comment
- Add attempt
If an attempt is looged it will add the details to the side window. You will notice that the status will remain as outstanding.
Marking as Complete
- Select "Mark as Complete" to log a successful service with details:
- Date
- Time
- Linked job
- Resource
- Reason (No access, Unable to locate, Failed risk assessment, Parts required, Condemned) leave blank if service has been complete.
- Comment
- Mark as complete
Schedule statuses
- Outstanding
- Overdue - x number of days
- Complete
- Complete (yellow triangle)
FAQ'S
Coming soon
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