Schedule and plan an asset test to be completed in the fields
Note: this is different to Preventive Maintenance scheduling and will not be added to the PM contract for more in formation on Preventive maintenance see Getting started with preventative maintenance
Schedule the job
Schedule the job
Select the Account and site customer
Select a time and date
Select technicians and any other job information/fields that you need
Add the planned asset tests to complete on the job
Click on the Asset Tab
Search to find the asset that you want to plan a test for
if you can't find the asset that you're looking for, untick the "Used on this job" checkbox then click Search to display all the assets for that account customer.
In the "plan test' dropdown select the test to be completed
Save the job
Save the job
Planed tests appear on the job for Technicians to complete
Technicians will see the test to completed on the job when they open the job in the Planned tests section
Add a link to the test in the Job list (optional)
Open settings - Misc
2.Scroll down to Add fields to job list item
3. Click Add line
4. Select {planned-trials} from the dropdown list (in the job section)
This will show a link to the Asset tests to be completed on the job in the technicians job list
