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Not Tested / Pass / Fail will now be displayed on all Job Equipment in the system on both the Ascora Web and Mobile Apps.
Special Templates for Equipment Record or Equipment Defect Record can be created in Administration → Document Templates area. Any such Templates would be available from the Jobs screen. Both Templates list the Equipment in Equipment Type, then Equipment Number order.
You can also add custom fields per equipment type and edit your template to show the custom fields. Please see How Custom Fields work in Document Templates user guide for more information.
Template Types
Equipment Record – display the Pass/Fail results and details for all Equipment regardless of Test Status.
Equipment Defect Record – will display only those Equipment who have failed the tests.
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Equipment Types
Equipment Types define the Service Intervals for a particular category of Equipment. An Equipment Type can contain many intervals.For example we can create an Equipment Type of Aircon that has service intervals of Quarterly, Bi-Annual and Annual. can have service intervals created and linked to them and they work like templates. You can also enable or toggle the following setting in Administration → Defaults.
- Use Service Intervals on Equipment Types as defaults for new Equipment
You can create as many service intervals per equipment type as needed.
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When the service is being calculated and if the dates overlap, Ascora will choose the least often one. |
Note: Before creating an Equipment Type that has Service Intervals, you will need to create a basic Job Template. This Job Template will be used for creating an Job whether Automatic or Manually created.
When editing an Equipment Type, selecting a Service Interval will display the details below.
Frequency – How often the Interval occurs.
Start – When the Service Interval should start after the Equipment Start Date – generally this should be set to Immediately after Service Start Date.
End – When the last Service should be created or this Interval afte the Start Date. Generally this should be set to Ongoing. If you need to stop the Services for a piece of Equipment this can be done at the Equipment Level.
a. Name - Enter the Service Interval Name such as Monthly Service, Yearly Service, etc.
b. Job Template - select a job template that must have been readily created in Advanced → Job Templates area.
c. Frequency – How often the Interval occurs.
d. Create Jobs – Specify whether you want Ascora to automatically create the necessary Jobs based on the Service Interval or if they will be manually created via the Maintenance Planner.
e. Equipment Grouping – Specify if a Job should be created for each piece of Equipment or if the multiple pieces of Equipment for the Customer that have the same Service Date should be grouped onto a single job.
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