Roles: Administrator & Employee | Interface: Mobile
Service Completion through mobile application
Service completion through a checklist ensures that tasks are completed in the correct sequence, properly documented, and tracked for maximum transparency.
Instructions
To complete a service including the checklist, follow these steps:
- Go to the "Assets" section, select the required asset, and click on upcoming services to view the details in the details panel.
- When you access the service completion page, the checklist items for that service will be displayed. These items are preloaded from the service template.
- You must complete all mandatory checklist items before you can mark the service as "Passed". Once all mandatory items are completed and the service result is marked, the "Complete" button will become enabled.
- Note: When mandatory items exist, the "Passed" button is greyed out until all are completed.
- You can select "Failed" at any time, even if mandatory items are incomplete.
Note
- An information pop-up will indicate that the asset status may change automatically based on the service result and company settings.
After completing the service, you will be redirected to the manage service page at the upcoming service tab.
- Historic Service completion will not change the asset status
Key Features
- Clarity and Accountability: This approach ensures clarity and accountability in service completion, making it easier to track what has been done and what remains.
- Modern Interface: A guided and user-friendly screen helps you to complete checklists efficiently.
- Item-by-Item Completion: You can mark each checklist item individually as they progress.
- Reset on Deselect: If a checklist item is deselected, the screen resets to its default state.
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