The Asset test grid can be used to create asset condition reports and tests to send to your customers. They also can be used in combination with other Asset test fields, for example you might want to add a comment or images at the bottom of the test under the grid. The grid answers can also be used to generate defects.
Setup your asset test grid
Add your test see How to setup an asset test
Click Add question
In the popup, add a name and select Grid in the Field type dropdown
Uncheck show label as the grid have a separate description field where you can add a heading
Click Add question
In the popup enter a heading for the first column (optional)
Enter a description (optional)
Add columns
Click Add column to add a column
In the popup set
Name Add a heading
Field type - select the type
Option group (for dropdown only) - select your dropdown options (see below for how to set this up)
Required - check this if you want this answer to be required on the test - please note that technicians have an option to quickly set all answers in a grid, do not select a default answer if you want this column to be required
There's no limit to the number of columns that you can add, but please be mindful that they will be sized equally across your report (A4 portrait or landscape)
Click on the arrow to move or edit a column
Add rows
Click on Add row
in the popup enter a name for the row and click save
The row appears at the bottom, click on the down arrow to move it
Setup option groups
Click on the Add/Edit link to setup a new Option group
Add a name for the new option and click Add
Add the first dropdown option and click Add
Default - check this to make this option selected by default - do not use this for required fields
Select a colour for this option
Raise defect requiring followup - Check this to raise a defect when this option is set.
Click save to save this option and add another
When you have finished adding options for this group, close this popup and click save
Then select the option group to use in your Asset grid
