Step-by-Step Guide
Step 1: Log in and Navigate to Internal Assets
Log in to your FieldInsight Scheduler account.
From the left-hand menu, go to Assets to open the Assets List page.
Step 2: Filter Internal Assets
Use the Search bar and filter for Internal Assets.
Click on search to open the list of internal assets you wish to log a pre-start test on.
Step 3: Select the Asset
Select any asset you wish to log Pre-start for.
The Runtime section shows the lates runtime of the Asset.
Step 4: Select Pre-Start Test and Job
Log Pre-Start
Inside the asset profile, click the Log Pre-Start button to begin logging a test.
Choose the relevant Pre-Start Test.
Select the Job you wish to associate with this test. Or click on No to proceed without selecting a job.
Step 5: Complete the Checklist and Runtime
The current runtime and unit of measure will be pre-filled.
Complete the checklist. The Next Service Test will auto-populate based on this runtime (you may override this).
Selecting "Fail" on any item will trigger the Defect popup.
Update the status of the test.
Click Save when done.
Step 6: Raise a Defect (If Applicable)
If you selected "Fail" or clicked Add Defect, you will be redirected to a new page to log the defect.
Fill in:
Defect name, description, and optional images
Priority, status, and (if resolved) resolution info and images
Click Save to record the defect.
Filter the Test Results tab to show Pre-Start or Service Tests.
Step 7: Verify the Asset Info
After saving, the Asset Information page will display:
The updated Runtime
The new Next Service Test (auto-calculated)
The latest Pre-Start Test Result. You may also filter the status for the due tests in the runtime section to keep everything in check seamlessly.
Step 8: View or Add Defects
Go to the Defects tab within the Asset Information Page.
You can also navigate via Assets > Defects in the main menu.
Click on a defect to view/edit or Add a Defect directly without logging a test.
Step 9: Schedule Next Service Test
In the Runtimes section, set-up the next job schedule you wish to by clicking on Create Job option of the relevant test.
Step 10: Add Job Details
You will be redirected to the Create Job page.
Fill out the job details (e.g. date, technician, notes).
In the Assets tab, the asset and its planned test should already be populated.
Click Save to create the job.
Need Assistance? If you need help with any step above, please contact the FieldInsight Support team.