By creating a template for Self-check, you can easily specify the type of Self-check to be carried out and how, as well as add clear instructions, to facilitate and ensure quality.
You add self-checks to a Work order under the heading Assignments.
Self-checking can be mandatory when performing a service or work order, ie you must perform the self-checking to proceed in the service protocol or sign the work order.
To create a self-check:
- Go to Function > Self check.
- Click om the +symbol to add a new self-check.
- If you have created and uploaded your own print templates, you choose which of your templates should be used for this particular self-check. Read more about creating own templates for self-checks.
How to put together a self-check
- Name. Enter a descriptive name for the point. The name is what you search for when you want to add a self-check to an order.
- If you want to move the points or the options, click on Edit, “grab” the three dots and drag them to the desired location.
- Point. Give the point a name. In the picture below you see one (1) point. A self-check can consist of an unlimited number of points. Each point can be set individually
- Description. Describe what is to be done at the point. The description appears under the question mark on the self-check and is a support for the person who will perform the self-check.
- Has value. Here you choose whether the point should contain fields to enter a value. On the picture below (Example of self-check) you see where the value fields end up.
- Have a comment. Here you choose whether the point should contain fields for a comment. On image “Fire security control” you see where the fields for comments end up.
- Multi selectable. Used when you want to be able to select several options on the point. All the points must be approved choices (see number 8 in the images below)
- Has canvas. Adds a drawing area.
- Options. Fill in any number of options for the self-checker to choose from.
- Click the checkmark so it turns darker gray if the option should be an accepted choice to continue the order.
- Click on the speech bubble if a comment is required to proceed. The comment is written in the field marked with 5, which is why you must have selected “Has comment” as well.
- If you have created several own templates for printing self-checks, you can choose here which template you want to use for this particular self-check.
If you want to move the points or the options, click on Edit, “grab” the three dots (1) and drag them to the desired location. Save your changes.
This is what a self-check looks like when you’ve added it, clicked on it, and started a self-check in a work order.
This is how a canvas looks like in a self-check.
When you are done, sign the self-check. You can see if the check is complete and signed by the changing of status of the work order to Passed. If there are remarks, the status is set to Passed with remarks. The colors on the status also indicate whether the self-check is approved or not.
Click on the self-check if you want to print the self-check and a pdf will be created.
Risk analysis
Use self-checks to create forms for risk analysis, for example in connection with a work or service order. With your signature, you confirm that the risk analysis has been performed.
Mandatory self-checks on service order and/or Work order
The self-check/risk analysis may be mandatory, ie you cannot progress in the service record or work order without having performed the self-check. It may also be required that the self-check is Passed in order for you to move on.
You cannot set self-control on a single order. If you choose to use mandatory self-check, the self-check becomes mandatory for all service protocols and/or work orders. If you specify two or more mandatory self-checks, they will all have to be performed before you can proceed.
Setting mandatory self-checks requires admin permissions.
Do this:
- Go to Group settings– Module settings- – Service protocol settings and/or Work order settings
- Select the self-check that should be mandatory.
- Choose whether the self-checks must be approved in order to proceed – Require the self-check to be valid.
- Save
Settings that can be made for templates:
Requires admin permission.
Permissions for users concerning templates and self-checks: View, Create, Modify, Delete
