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Asset Management.
If I click on an asset, we have 4 boxes across the top.
Asset: Additional Documents: Asset Attached: Technician notes.
Can we have a 5th box, ‘History’ that will show any maintenance history of that asset, which will be a history of all tasks carried out, from the task management Interface.
Task Management
Change of field name. ‘Additional ref Asset’ to ‘Ref’
Change of 'Asset Number’ numerical system, to show just the user defined Asset codes, such as ’TG-REG-03”
Do not show ‘contractor name’ field in main task management window
Do not show ‘completed by’ field in main task management window
Do not show ‘Parts Required’ field in main task management window
Do not show ‘parts used’ field in main task management window
The above can be shown in an individual items history
Add Job Status Field (See below) traffic light system
BLACK Auto (system Generated)
GREY Remedial (User Generated)
YELLOW Issued (Technical Authority user)
ORANGE In Progress (Technician user)
BLUE Tech Completed (Tech User)
GREEN TA Completed (Technical Authority User)
WHITE Archived
RED Overdue
PINK Suspended
Essentially, there are two parts to this;
First part, is the baseline job descriptions that I add. (See Below) Only admin/Workshop admin (for me to define user group as admin)
Ref
Ref 2
Type of Job
Asset No.
Asset Description (Component)
Description of job
Job Validity
Parts Required.
Personnel Catagory
Job Created by (User logged in name/position)
Job Created date. (Use system date)
The Second part is that completed by the technician doing the job
So, I produce the actual job, and the technician produces the actual job report
He can see the details that I place in the job.
He adds his name (use logged in user name and user group), and any other detailed notes, such as service report, parts used, duration (in Hours). Date Done
We do need to be able to produce a certificate from the completed job.
I have added a template from what we currently use.
We will need to add user permissions etc, for technicians, admin etc.
