An Asset Test, also known as a Test Template, is a checklist that contains the detailed steps technicians need to follow when servicing or inspecting assets.

A Test Template can be associated with:

This section covers how to create and configure a Test Template, then build the checklist questions technicians will complete.

To create a Test Template:

Use this field if the Test Template should apply to one specific asset instead of one or more Asset Types.

This is useful when the checklist is very specific to a particular asset.

This is the unique ID of the Test Template.

The number is auto-generated, but you can update it if required.

Use this field to enter additional information about the Test Template.

This field is optional.
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Use this section to choose which Asset Types the test applies to.

You can associate the test with:

This determines which assets can use this test based on their assigned Asset Type.

Use this section to choose which Job Types the test applies to.

You can associate the test with:

This helps control when the test is available depending on the type of job being completed.

Tick this option if technicians are required to sign the test upon completion.
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Use the Runtime Threshold fields if the test should be scheduled based on the asset’s runtime.

This is commonly used when managing internal assets, such as equipment or vehicles, where daily pre-start checks or usage-based servicing is required.

Enter the runtime interval when this service test should become due.

Example:

An excavator may need to be tested every 10,000 hours of operation.

Select the Unit of Measure for the runtime.

Examples include:

Choose how the job should be created when the runtime threshold is reached.

You can select:

Use this section if the test should be scheduled based on time intervals.

This is commonly used when servicing customer assets in industries such as HVAC and Fire.

Select the frequency for the test.

You can choose:

Examples:

Enter a short code for the frequency.

This is helpful when viewing the Maintenance Planner, especially if you are using Preventative Maintenance Contracts to build test schedules for all assets on a site.
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Tick this option if technicians do not need to complete a full checklist and only need to mark the test as either Pass or Fail.

This option is unticked by default.

Tick this option if technicians should be able to start the same test from the Asset screen on Mobile, even if the same test has already been started or completed within the test frequency tolerance.

This option is unticked by default.

Enter the estimated time, in minutes, required to complete the test.

This is helpful when using Preventative Maintenance Contracts, as it allows workload to be allocated more accurately when servicing multiple assets.
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Choose how the test should appear on reports.

You can select:

Use Custom if the test requires a specific design when rendered on a report.

Tick this option if the test is a pre-start test.

When marked as a pre-start test, it will appear in the list of tests available to technicians when completing pre-start checks for internal assets.

This option is unticked by default.

Tick this option if you want to display a text field where technicians can enter the client’s Work Order number for record-keeping purposes.

This option is unticked by default.

Tick this option if you want to display a comment text area on the test.

This option is unticked by default.
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Use this section to upload files that technicians may need to access when completing the test.

These may include supporting documents, instructions, diagrams, or reference materials.

Use this section to set default inventory items that should be charged to the customer once the technician completes the test.
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After configuring the template settings, you can build the checklist that technicians will complete.

Select the Field Type based on the type of information you want technicians to capture.

Examples include:

Tick this option if the field must be completed before the test can be submitted.

This option is unticked by default.

Tick this option if the field should be visible to technicians.

This option is ticked by default.

Tick this option if technicians should be able to edit the field.

This option is ticked by default.

Tick this option if the field name should display as a text label on the test.

This option is ticked by default.

For the following Field Types, the basic configuration is usually all that is required:

Other Field Types require additional configuration, which is covered below.

Use a Dropdown List or Multi Select Dropdown List when technicians need to choose from predefined options.

After selecting this Field Type, you will be prompted to create the list items.

Repeat these steps until all required options have been added.

Use Static Text when you want to display fixed text on the test.

This can be used to show instructions, reminders, warnings, or information that should stand out to technicians.

Static Text can also be styled and may be used to include static images, depending on how the content is configured.
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Use Static Image when you want to display a fixed image on the test.

After selecting this Field Type, you will be prompted to upload the image.

Note that this option is restrictive, as there is no option to modify the image size.
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Use the Signature Field Type when a technician or customer needs to sign the test.

After selecting this Field Type, you will be prompted to configure the signature settings.

Enter the agreement text that should appear when the technician or customer signs.

You may optionally add terms and conditions by entering a link or attaching a file.
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The Grid Field Type is commonly used when creating a checklist in a table format.

This is useful when you have multiple items that need to be checked against the same set of response options.
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After selecting Grid as the Field Type, configure the following options:

Enter static text to display on the test.

Tick this option if technicians should be able to add new rows to the table.

Tick this option if technicians should be able to modify the rows in the first column of the table.

Tick this option if technicians should be able to remove rows from the table.

Tick this option if technicians should be able to set all questions to Passed or Failed instead of answering each item individually.

To add rows:

You can also copy multiple rows from a spreadsheet and paste them directly into the table.

To add a column:

A Dropdown field is commonly used for checklist responses.
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Option Groups are used to define the response options available in a dropdown column.

To create a new Option Group:

Once all options have been added, close the pop-up.
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Then:

You should now see the new column in the grid, along with the response options available for each question.
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Once questions have been added to the Test Template, you can manage them as needed.

Click the field name to access the basic configuration of a field.

Click the down arrow beside the field name to access additional configuration options.

This is used for settings such as:

Use the reorder icon to change the order of questions in the Test Template.

Once all relevant questions have been added and configured:

The Test Template is now ready to be used for asset testing, servicing, inspections, or preventative maintenance scheduling.