Track Tools and Test Equipment
For the sake of regulatory compliance, some organizations need to track equipment / tools used for testing assets. To facilitate this, you can associate testing equipment info with a labor record, and then log use of that equipment whenever that labor record is assigned to a work order.
To use this feature:
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Enable the Copy Labor Actual - Test Equipment info to WO Labor Report Upon Completion? option listed in the preferences for the Complete/Close window.
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Access the labor record for the technician who uses the test equipment.
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Select page 2 of the Details tab.
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Input the testing equipment info used by the technician into the Testing Equipment Info field.
When the technician performs a work order, the text from the Testing Equipment Info field appends to the bottom of the Labor report on the work order, thus enabling you to track the use of that testing equipment. With this data, you can track the use of testing equipment for audit purposes.
The testing equipment info will only append to the Labor report when the associated technician is listed as an actual Labor cost. It will not transfer for labor assignments until the estimated labor cost becomes an actual labor cost.
You cannot automatically select specific test equipment to apply directly to a work order because the Labor report opens the text exactly as it is given in the Testing Equipment Info field. However, you can manually remove test equipment items from the Labor report as needed to display only test equipment relevant to that work order.
