Equipment Action Lists

This feature is currently only available to beta testers. Please get in touch with your account manager if you’re interested in joining the public beta.

Creating Equipment Action Lists

Click on the ‘Settings‘ menu at the top of the program then select ‘Settings‘ from the drop-down menu.

Select ‘Action List‘ from the left-hand menu in the settings window. Then click on ‘New Action List’.

Give your new action list a description and a short code by highlighting the box and typing in the details.

You are now ready to create items for the action list. Click on the arrow next to the ‘Add Root Item’ button and select one of the options.

• Add New Standard Item: Adds a description with a tick box option.
• Add New Question: This allows you to have multiple answers and sub-questions/answers. The question will have a drop-down menu with the answer values in it. When you create a question right-click to add an answer, or you can now add a ‘User Value Answer’ which can be a free text field, date & time or a number field. You can also right-click on an answer value and add sub-questions if required.

To delete any entries, right-click and select ‘Delete‘.

After creating the action lists, you can choose which part of the program you want them to be available in by clicking on the ‘Available in Modules…’ button. In this case, select ‘Equipment’ and click ‘OK’ when you’re finished.

Applying Equipment Action List Templates to Equipment.

The next part is to put this action list you have created onto a piece of equipment so that every time it is added the action list will always appear.

First, go to the equipment you want the action list to appear on, you can do this a number of ways, but in this case, go to the CRM > Sites> Equipment and select your equipment.

Now you have the equipment details open, you need to go to Action List Templates > Add Action List.

Select the action list you require, then tick ‘Auto Apply’. This means that every time a job is raised with that action list it will apply. You can keep it unticked if you only want to select it manually.

Click ‘Save & Close’ to finish.

Applying Equipment Action Lists to jobs

This will show you how to add equipment action lists to jobs.

First, open a job sheet.

Once in the job sheet, go to Equipment > Add.

Select your equipment, if you ticked auto apply the action list will be on the job sheet, you can check this by going to ‘Equipment Action Lists’.

If you have not selected auto apply action list from the equipment you will need to select Equipment Action List > Add and select the action list you require.