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
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