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If you're performing work on an asset that has been allocated to a client in AroFlo, you can add the asset (or multiple assets) to the task to keep track of the service history.

To add a client asset to a task:

  1. Open the task.
  2. Tap More 
  3. Tap Assets.
  4. Tap Add Asset.
  5. Select a category.

    Alternatively, you can use the search function to locate assets by Asset Name, Customer ID, Serial Number or Barcode.

  6. Select the asset.
  7. Tap Save Assets.

Reorder

Hold and drag the (three lines) to reorder assets in the list.

If using Asset Types, the asset type will be visible on the asset information as well.

Asset options

Tap the  (yellow cog) to access the Asset options:

OptionDescription
Service ActionSelect a service action using the dropdown (only applicable to assets using service actions).
View Asset DetailsOpen the asset card.
Documents & PhotosView documents and photos attached to this asset.
FormsCreate new compliance forms linked to this asset or view existing ones.
Notes

Add or view any notes relevant to this asset for this instance.

Notes added will also be added to the asset card with a reference and link to the task it was added from.

Escalate
  • Escalate - create a new task that can be individually scheduled for work to be completed in another site visit (e.g. if further repairs need to be organised).
  • View Asset Tasks - access created escalated tasks.
Actions
  • Change Asset - Swap this asset for another one.
  • Remove Asset - Remove the asset from the task.
  • Edit Description - Edit the description.

Asset Checklist

Much like checklists on a task worksheet, you can select a response (Pass, Fail or N/A) for assets added to tasks.

Scenario

For air-conditioning inspections, if a unit has been inspected and found it doesn't need servicing, you could mark it as passed. If the unit requires a service, you could mark it as failed, to indicate to your client that it's in need of a service.

If an asset contains the option to capture GPS coordinates when the asset checklist is completed (Get GPS on Task Asset Checklist), this will display after making a selection. After saving, tap the (world icon) to view the location using your device's maps application.

Select All

If you have a long list of assets to select a response for, use the select boxes at the top or bottom of the row to mark all assets as passed, failed, or n/a, as opposed to selecting a response for each one. If you have already selected a response for some assets, either individually or by using the select all function, you'll have to make a choice  as to what you want to do:

OptionDescription

Update All Assets

Update all assets in the list to the chosen selection.

Update Unselected Assets

Update assets in the list which haven't yet got a response, to the chosen selection.

There are two ways in which you can use this function:

  • Use the select all function to select a response for all items (e.g. Pass), and then work through the list and select a different response for some assets.
  • Work through the list and select a response for the relevant assets, then use the relevant top or bottom select box to select a response for all remaining items (Update Unselected Assets).

If using this feature once all assets in the list have got a response and the task has been saved, you will only have the option to update all assets to the chosen selection. This means that you can either change the response of individual assets or use Select All to update the response for all assets; you won't be able to edit the response for some assets and use Select All to only select the unedited ones.

Change the list filter

In some circumstances, it may be necessary to add an asset that belongs to a different client or to your company / business unit.

To do this, follow the instructions as above, up to and including step 4, then tap the Filter By button and select how you would like to filter the asset list:

Filter ByDescription
Task Client (all locations)Lists all assets for the client, regardless of the location of the asset.
BU: (Business Unit Name)Lists the assets for this business unit, i.e. company owned assets
AllLists assets for all clients, and assets owned by the business.
ArchivedLists all archived assets.

Step 5

On this page:

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