...
The Maintenance sidebar contains the following options:
...
Action Group
| Tip |
|---|
The Action group functions only applies to the Inspections view. |
Action | Description |
|---|---|
New | Opens the Inspection dialog or Inspection Item dialog. |
Delete | Deletes the selected item. |
Finalise | Tap to complete a maintenance inspection. An inspection is finalised once all inspection items have been created. Finalising a maintenance inspection changes the inspection status from Draft (Tablet) to Final (Tablet). |
Create File | Tap to create a PDF file of the selected inspection. The PDF file is automatically copied to the job files folder. Once a file has been created, it must be signed by the client using the Tablet PC pen. |
Sign | Tap to digitally sign off the inspection. Signing an inspection occurs after the client has signed the electronic maintenance inspection PDF file. This will update the Signed column with the date the inspection was completed. |
Tap to email the maintenance inspection PDF file. The PDF file must have been created before an email will be created using the system's default email program. | |
Assign | Assign an inspection item to a maintenance item. |
View Group
View | Description |
|---|---|
Inspections | Open the Inspections view. |
Requests | Open the Requests view. |
Work Flow | Open the Work Flow view. |