How to assign historic service with checklist

Roles: Administrator & Employee | Interface: Web

Before moving ahead, please ensure you have the correct settings enabled for service checklist. To learn more, please check: How to setup automated asset status change for service results

You can now add a checklist when you assign a historic service in ON!Track. This helps you make sure every important step is done and recorded. In this guide, you will learn how to create a historic service with a checklist.

For a New Asset:

• Log in to the ON!Track web portal and start adding a new asset, refer to these articles to create new asset:
  • How to add a Hilti asset in ON!Track
  • How to add a non-Hilti asset in ON!Track

• Once the asset is created and click on asset details and open the upcoming services.

  
   

• Choose a historic service template from the dropdown and click on assign service.
  
  
  
• Enter the scheduled date, completion date, and select the service result (PASSED or FAILED)
• Complete the checklist items
  • To mark the service as PASSED, all mandatory checklist items must be checked.
  • If any mandatory item is left unchecked, you’ll see a warning.
    
    
    
• Click Assign to save the service.
  
  

• For Existing Assets:

  • Search for and select the asset.
    
    
     

  • Click to view all historic services.
    
    
     
  • Follow the same steps as above to assign a historic service and complete the checklist.

Validation Rules:

• Asset Status Change: Completing a historic service does not change the asset status.
• Mandatory Checklist: You can only mark a service as PASSED if all mandatory items are completed.
• Checklist Data: 
  • Once the service is completed, the checklist is locked and cannot be edited.
  • Changes made to the service template will not update past services. If needed, you can add a checklist for already completed historical services.
• Error Message: If mandatory items are incomplete, you’ll see: “Service checklist mandatory field is not completed”

After Submission:

• The historic service and checklist are saved with the asset.
• You can view the service history from the asset’s detail page.
• You can export the service history from Report section as a PDF or CSV file.