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How to Set Up the Pre-Start Feature?

This guide enables you to configure your account for Pre-Start

Written by Jeffry Juni
Updated today

Overview and System Fields Configuration

Overview

The Pre-Start module in FieldInsight helps you manage routine checklists for your equipment and internal assets, such as plant and vehicles.

With Pre-Start, you can:

  • Create and manage your own pre-start checklists, such as inspection checklists or pre-start tests

  • Record and track runtime counters for internal assets, such as:

    • odometer readings

    • operating hours

  • Identify when the next service test is due based on the latest runtime reading

To enable and use the Pre-Start feature, follow the steps below to configure your account and assets correctly.


Before You Begin

Make sure you are logged in to FieldInsight using a Scheduler account.


Step 1: Open System Settings

  1. Log in to FieldInsight.

  2. Click Settings.

  3. Navigate to the System Fields section.


Step 2: Configure Scheduler View Fields

Under Settings > Asset Manager > Assets > System Fields > Scheduler section, set the following fields to Visible:

Internal

  • This is used to mark an asset as an internal asset.

  • Displays the Pre-Start checkbox on the Test (Configure) page.

  • Displays the Plant button on the Mobile view

Runtime

Displays the following fields on the Asset Information page and the Test (Execution) page:

  • Runtime

  • Runtime Unit of Measure (UoM)

It also displays the following fields on the Test (Configure) page:

  • Counter Threshold / Service Due At

  • Unit of Measure (UoM)

If you mark this field as Required, users will not be able to save:

  • an internal asset without entering:

    • Runtime

    • Runtime UoM

    • Next Service Test

  • a test without entering:

    • Runtime

    • Runtime UoM


Step 3: Configure Mobile View Fields

Go to the Settings > Asset Manager > Assets > System Fields > Mobile section and set the following field to Visible:

Runtime

This displays the following fields on the Asset Information page and the Test (Execution) page:

  • Runtime

  • Runtime Unit of Measure (UoM)

If this field is marked as Required, users will not be able to save an internal asset or test without entering:

  • Runtime

  • Runtime UoM


Verify Asset Details

Once the system fields are configured, the next step is to make sure your internal assets are set up correctly.

Step 4: Open the Assets List

  1. Click Assets from the menu.

  2. Open the Assets List page.

Step 5: Filter Internal Assets

Filter the assets by selecting:

  • Internal

  • Exclude Customer Assets

Then click Search.

Step 6: Check Internal Asset Details

Verify that all assets that should be internal appear in the list.

To review an asset:

  1. Click the Asset ID to open the asset record.

  2. On the Asset Information page, check the following:

Internal Checkbox

Make sure this is ticked to mark the asset as internal.

Asset Type

Make sure the asset has the correct Asset Type assigned.

Runtime Fields

The following fields can be left blank if Runtime is not marked as required in System Fields:

  • Runtime

  • Runtime Unit of Measure

  • Next Service Test

These fields will also sync with the most recent Pre-Start record logged.

Step 7: Manage Runtime Units of Measure

You can click the Edit button beside the Runtime Unit of Measure field to manage your UoMs, including:

  • Add

  • Edit

  • Delete


Verify Service Tests Are Configured

Once your asset details are verified, the next step is to make sure your Service Tests and Pre-Start Tests are configured correctly.

Step 8: Open the Tests (Configure) Page

  1. Click Tests from the menu.

  2. Open the Tests (Configure) page.

Step 9: Review Service Tests

Make sure you have already created your Service Tests.

Open any service test and verify the following fields:

Test Type

Make sure the test type is Service Test.

Asset Types

Check that the service test is linked to the correct asset type or asset types.

Counter Threshold / Service Due At

Enter or verify the service interval that determines when this test becomes the next service test due.

UoM

Select or verify the correct Unit of Measure for the service test.

Pre-Start Test Checkbox

Make sure this is unticked.

You can click + Add Test to create additional Service Tests if needed.


Verify Pre-Start Tests Are Configured

Step 10: Review Pre-Start Tests

From the Test Templates page, make sure you have already created your Pre-Start Tests.

Open any pre-start test and verify the following fields:

Test Type

Make sure the test type is Pre-Start Test.

Asset Types

Check that the pre-start test is linked to the correct asset type or asset types.

Pre-Start Test Checkbox

Make sure this is ticked.

You can click + Add Test to create additional Pre-Start Tests if needed.


Customise the Assets List to Monitor Runtime and Service Due Dates

To make it easier to monitor runtime and service schedules, customise the Assets List page.

Step 11: Open the Internal Assets List

  1. Click Assets from the menu.

  2. Open the Assets List page.

  3. Make sure you are viewing internal assets only.

Step 12: Show Relevant Columns

Click the column settings icon in the top-right corner of the Assets List page.

From there, you can:

  • show or hide asset fields

  • change the order of columns

Make sure the following columns are visible:

  • Last Test

  • Runtime

  • Next Service Test

  • Difference

  • Runtime Status

What the Difference column means

The Difference value is calculated by subtracting the Asset Runtime from the Next Service Test Service Due At value.

Example:

  • Next Service Test Due At = 500

  • Asset Runtime = 350

  • Difference = 150

This value is used to help define the asset’s Runtime Status.


Set Up Runtime Statuses

Step 13: Configure Runtime Statuses

Click on any Runtime value from the Assets List page.

A pop-up window will appear, allowing you to customise your Runtime Statuses.

Step 14: Review Runtime Status on the Assets List

Once configured, return to the Internal Assets List page.

You should now be able to see the Runtime Status for each internal asset.


Summary

To successfully set up the Pre-Start feature, make sure you:

  • enable the required system fields for Scheduler and Mobile views

  • mark relevant assets as internal

  • configure runtime and UoM fields correctly

  • set up both Service Tests and Pre-Start Tests

  • customise the Assets List page for easier monitoring

  • configure Runtime Statuses

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