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.
Important
AssetINSIGHT offers asset management and testing. If you do not find Asset management in your options, you will need to upgrade your subscription to gain access to this service. To learn more, call us at +61 03 9005 8357 or use the chat in the lower right corner. These asset tests are also utilized for Preventive Maintenance, which is available on the PreventiveINSIGHT website.
Step 1
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 on + Add test button to set up a new test
Step 2
Add a new test and give it a name. This is the name that your field technicians will use to start the test. Then click the Save button.
Step 3
Set the test details and defaults for Preventive Maintenance
Choose whether this test applies to all asset types or just one. You can select more than one type if necessary. Please keep in mind that if you select a specific asset type, this test will not appear for the other assets. Visit this link https://help.fieldinsight.com/en/articles/2205509-getting-started-with-assetinsight on how to build and add asset types.
If you check this box, technicians will be prompted to sign when they save the asset test.
Set the default Frequency for this test (for example, monthly for a monthly service test) so that when this test is added to a contract, it will have this frequency by default.
Select a short name for Preventive Maintenance to identify this test on PM contracts (optional).
Step 4
Click save to save this test.
The Next Step is to add in your questions
Step 1
Click on + Add question
Step 2
Select field type
Choose the field in which you wish the technician to respond to this question.
The field options are the same as for our custom fields, which can be found here: Custom field types
For more information about custom fields see: custom fields and drop down menus create and edit options
Click add question to save your question
Step 3
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.
Step 4
Reorder your questions
You can move the questions up and down by using the Up and Down arrows to the left.
8. Click save to save your test
Click the orange save button under your test name to save the test and questions.
This test is now ready to be completed in the field. The test results will appear under Asset - Test Results when they have been completed by the technician in the field.
Setup a grid with questions and dropdown answers
To Add a question grid to your test follow steps 1-3 above then in step 4 select Grid from the field type dropdown. click save to open the Grid options popup. see Configure an asset test grid for instruction on how to create the grid and dropdown answers
Asset test status (optional)
If necessary, you can add asset test statuses that technicians and schedulers can define when performing and checking tests. To add a test status, go to Settings on upper right corner and enter your statuses in the popup. You can specify one status as the default.
View only Asset test
Check the status as view only to lock asset tests in this status from accidentally being changed. Once this status is set you can no longer change the test result or the status.
Setting the view only status on a test result locks the test result into a view only state for compliance, allowing it to be viewed yet cannot be changed.
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