To enable Technicians to perform Pre-Start Tests on Equipment/Plants/Units, Schedulers must first configure Internal Assets in the system. This article walks you through the step-by-step setup process in FieldInsight.
Step-by-Step Guide
Step 1: Go to Settings
Click the cog icon in the top-right corner of the FieldInsight web page.
From the dropdown menu, select Settings.
Step 2: Navigate to System Fields
In the Assets & Tests section > under Assets > select System Fields.
In the Asset – Scheduler section, search for the "Internal" field.
Tick the Visible box to enable it for Schedulers.
Step 3: Open the Assets Menu
From the left-hand side menu, expand the Assets section.
Click on Assets again in the submenu.
Step 4: Find and Open an Asset
Use the search bar to find the Equipment, Plant, or Unit you want to mark as internal.
Click on the Asset ID to open the asset’s profile.
Step 5: Mark the Asset as Internal
Scroll to the bottom of the asset form.
Tick the Internal checkbox.
Click Save to update the asset record.
Final Validation
Once saved, you can filter the Asset List using "Internal Assets".
