Setting Site Tests and Test Result Set Defaults
Any Service or Site Test Results can be allocated to a Job/Appointment during the creation of it in the New Appointment screen.
The value initially set before any user edit is determined by two defaults: 1. The discipline/purpose default or 2 The installation Default. The user has the option to 3. change the set for any specific job/appointment during the creaton of that Job.
1. The discipline/purpose default which can be accessed in the Test Result Menu can be set by clicking on the gear icon. That default will be used where there is no Installation level setting covered at point 2.
2. The installation level default for SIte Test/ Test result Settings can be set here in the installaton edit screen
If set, this will take precedence over the Discipline level default
3. Changing a Site Test/ Test Result Set during appointment creation by clicking the Site Test Drop down and selecting one or many Test Result Sets
To understand what is included on the test result set click the Green Preview button
Clicking on the circle in the Action column removes that from the drop down in future and the favourites padlock can be clicked to help future searching
Related Articles
Updating Engineer User Profile Settings
Users of the Mobile App should complete their profile page. Once that is completed then any images attached to their profile will appear as a badge on To Do items and additionally their signature will be used in the Competent Person signature on ...Synchronising contact details
When you update contact details for a customer, installation, job, quote or call you may wish to synchronise some or all of these updated fields across other objects relating to that customer. To achieve that do the following: 1. Click on the button ...How data is input, gathered and used for UKAS Statistics
This details how and where data is gathered for each of the 4 sections of the UKAS KPIs; A. False Activations B. Preventative Maintenance (Service Jobs) C. Reactive Maintenance (Fault Jobs) D. Complaints Click here to find out how to output the UKAS ...Send a Contract for Customer Online Signature and Acceptance
You may wish to send a contract to be accepted by the customer. This can be achieved electronically providing a single click method of acceptance by the user and the ability to sign or decline and indicate the reason for declining. You undertake the ...Email Templates for Word Merge Documents
To associate or edit a standard Email message with a Word Merge Template , click on on the # symbol for the relevant Word Template. Then assemble both the Subject and Email Message text using a combination of Words, Merge fields and Accept Now Links. ...