Create new compliance forms linked to this asset or view existing ones.
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 - 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.
Change Asset - Swap this asset for another one.
Remove Asset - Remove the asset from the task.
ODO Reading - Edit the ODO reading if required (only appears for assets with anODO Type)
Description - Add/edit the asset description for this task.
Much likechecklists on a task worksheet, you can select a response (Pass, Fail or N/A) for assets added to tasks.
You inspect all the air-conditioning units at your client's premises. You canPassunits that don't require a service, andFail those that do.
Tap Save Assets to confirm.
Capture GPS information
If an asset contains the option to capture GPS coordinates when the asset checklist is completed (Get GPS on Task Asset Checklist), this will be captured after making a selection. After saving, tap the (world icon) to view the location using your device's maps application.
If you have a long list of assets to select a response for, use the select boxes at the bottom of the assets list 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:
Update all assets
Update all assets in the list to the chosen status.
Update unselected assets
Update assets in the list which haven't yet got a response, to the chosen status.
There are two ways in which you can use this function:
Use Select All 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 Select All to select a response for all remaining items (Update unselected assets).
If all assets in the list have got a response and the task has been saved, you won't be able to edit the response for some assets and use Select All to only select the unedited ones. This means you can either:
change the response on individual assets and re-save, or
use Select All to update the response for all assets (e.g. Pass) and re-save.
Search and Filter Task assets
If you have several assets added to the task, and you want to narrow down what's being displayed, use the search or filtering options.
Filtering the list of assets can be used in conjunction with the Generate Quotes feature. See below section.
Tap the (magnifying glass)
Enter a keyword (e.g. asset name, customer ID or serial number)
If you need to generate a quote for assets, for example, assets that have failed an inspection, use the Generate Quote(s) function.
Tap Generate Quote(s)
Select the assets you'd like to add to the quote from the list that displays
The assets which appear in the list are dependent on the filtering options you have selected. For example, if showing assets that have been marked as passed, only these assets will show up in this list. To view/select assets in other statuses, use the filter at the top right of the window.
If not using any filtering options, only assets that have been marked as failed will display and will be selected. Use the filter at the top right of the window to view/select assets in other statuses.
Displays all assets on the task
Displays assets without a response selected
Displays assets marked as passed
Displays assets marked as failed
Displays assets marked as n/a
Generate single quote for all assets - to add all assets on a single quote, or
Generate individual quotes for each asset - to generate a separate quote for each asset
Tap Generate Quote(s).
How do I know that a quote hasn't already been raised for this asset?
There are two ways you can tell if a quote has already been raised for an asset:
When you tap Generate Quote(s), each asset will have a counter next to it, letting you know if quotes already exist and how many. Tap(three dots) to view and access linked quotes.
Linked quotes will also be visible from the Asset options in the asset list. See View Linked Quotes, below.
View Linked Quotes
Once a quote is created, it will be available in your Quotes List.
Alternatively, from the task you generated a quote(s) from, the asset options for each asset will tell you if quotes have been created for this asset. Tap Quotes (x) to view the list of linked quotes against this asset and access them from there.
The quote(s) will also be linked to the task in the More tab. See Linking Tasks for more information.
Name of generated quote
The name(s) of the generated quote(s) will be:
(original JN) - (original task name) - if using a single quote for all assets
(original JN) - (asset name) - if using individual quotes for each asset.
If multiple quotes are generated and the quote name already exists, a number in brackets will be added at the end (see image).