Service Event Templates & Schedules¶
In order to simplify the process of creating Service Events, QATrack+ allows you to define Service Event Templates that can be used to autopopulate many of the fields in the Service Event form including:
- Service Type
- Service Area
- Problem Description
- Work Description
- Is Review Required?
- Return To Service Tests / Test List Cycles
This allows you to create say a “Annual PM” service event template which predefines the work done and return to service work required after the PM.
To create a new Service Event Template, go to the admin area and select the Service Event Templates link in the Service Log section then click the Add Service Event Template button.
On the Add service event template page give your template a name (e.g. Annual PM) and then fill out the fields below to indicate how the Service Event fields should be populated when a user selects this template.
All of the fields are optional, however special attention should be payed to the Service Area and Return to Service Test Lists (Cycles) fields. A Service Event Template may only be applied to a unit when that unit has a matching service area and the selected return to service test lists/cycles assigned to it. If you need to create a more generic template that can be applied to a variety of unit types you may want to leave those fields blank.
Once you have filled out the fields, click Save.
For information on using a Service Event Template see the Service Log Users Guide.
Similar to the concept of assigning Test Lists to Units, QATrack+ allows you to assign Service Event Templates (described above) to Units to be performed with a given frequency.
To assign a Service Event Template to a Unit, go to the admin area and select the Assign Service Event Templates to Units link in the Service Log section then click the Add Service Event Schedule button.
On the Add service event schedule page, select the Unit Service Area you want to assign your template to (this will autopopulate the Unit field).
The Frequency with which you want the template to be performed (e.g. Daily, Monthly, Yearly etc).
Optionally, you can leave the frequency blank and the template will be assigned to be performed on an ad-hoc basis.
Due Date & Auto Schedule¶
Here you can manually set the initial due date/time for a test list on a unit. You can also leave this blank if you like and the test list will show up as being Not Due.
If you leave Auto Schedule checked, the due date will automatically be updated according to the assigned frequency after the test list is completed on a unit.
The group of users that is generally responsible for performing the service. Note that the Assigned To property is used for display only and users not part of the Assigned To group will still be able to see and perform the template.
Select which user groups this service event template should be visible to by moving groups from the Chosen visible to to the Available visible to box.