Asset: Filling in Job Details [09-0702]

• The Job Name does not appear on the printed Report.
• It is there to help you identify the jobs in your Jobs List, e.g. ‘Garage’, ‘Council Offices’, ‘Training College’, etc.

• The Client Name must be filled before any assets or test results can be added.
• Choose an existing Client from your Contacts List, by tapping the blue search icon.
• Or create a new Client by tapping the blue ‘+’ button.
• The new Client will be automatically saved to your Contacts List.
• Note that all assets and test results for a job are linked to the Client, and so once the Client-Job link is created it cannot be undone.
• Client Details can always be changed, however, using the edit button: change the name, address, phone and email.
• As soon as there is a Client Name, you can start testing.

• This detail is optional: it appears on the report, as a reference for you and the Client.

• Fill with the drop down calendar.

• Tap ‘Choose Me’ to nominate yourself, or tap ‘Other’ to select one of your colleagues (if any are listed).
• Whoever is chosen, their signature can be added to the report.

• The Job Notes do not appear in the report: they are there for the Test Engineer’s reference.

[Article 09-0702-02]