Asset Testing is a feature that can be enabled to support businesses that regularly complete testing on customer assets and need a way to capture test outcomes as well as report.
Asset management and testing is available on AssetINSIGHT . If you cannot see Asset management in your settings you need to upgrade your plan to get access to this feature. Contact us on +61 3 9005 7144 or on the chat in the bottom right corner to learn more.
If you're already using Asset management, go to step 1, if not have a look at how to get started with Asset management before setting up asset tests.
Set up the asset test
1. Click on Asset tests and select tests to create an Asset test
2. Click add new test and name your test.
Select if you want to show this test on for specific asset types in the Show this test for dropdown. Leave blank to show this test for all asset types.
3. Click add question to add a field to your test
Type your question in the Field name
Select what the type of field this is:
For more information about custom fields see: custom fields and drop down menus create and edit options
Select if you want your workers to be able to view and edit this file, if you want your technicians to answer this question, keep both boxes checked.
Click add question to save your question
4. Save the test
You can move your questions up and down with the green arrows. when you are done click save under the test name to save your test.
Add photos to your test
To add photos to your test select file list as your field type
You can also add a static image such as a diagram or additional instructions for your workers.
To add a grid to your asset test add a question with the field type Grid. In the popup add your Row names in the Row section and column heading in the columns section.
Select if you want a text field or a dropdown with optional background colours for the answers in your grid. Add your dropdown options by typing the answer in the new item field and click add (or enter), in the popup select a colour (optional) and if you want this to be a default answer (optional).
The customer PDF will show the colours in the grid as selected:
Add a signature and technician photo
Check the Technician signature required at the top of the test if you want your technicians to sign the asset tests
Add a photo on the staff page
In settings - staff click on the technicians name, scroll down to the technician section and under photo click add file to upload a photo.
The signature and the photo will appear at the bottom of the asset test report
Choose if you want all your asset tests to default to a particular status
Click edit on the status you want to make default
When you click save the test is ready to be completed in the field. The test results will appear under Asset test - results when the test has been completed by the technician in the field.