Notification Settings

Set Notification Settings

Next, you will want to setup your notifications settings. There are 2 steps to this:

1. Assign users

2. Select the notification settings type.

To setup notification settings:

1. Click on the Notification Setting button:

2. You’ll then see the Assign Users tab on the Plant Tracking Settings page:

3. Select the users/roles to be notified. As you can see, you can select by role, by user, or a combination thereof. When done, click on the Assign button.

4. Next, click on the Notification Settings tab to set the type of notifications to be sent:

5. You now have 3 notification options:

• No notification required – No notifications will be sent to anyone.

• Send notification for each individual Plant – A notification will be sent for each plant item. If you have a large number of plant items, this option will send emails for each one and will result in the largest number of email notifications.

• Group items with same review or expiry date and only send one notification – This setting will result in the smallest number of email notifications.

If you select either of the send notification options, you can configure them to either send them daily or each time an Operator Checklist is submitted. Either way, you can enter a custom message for the notification:

6. Select your required notification setting and then click on Save. After a second or 2, you’ll see the notification that your changes have been saved.

7. Click on List Plant – Tracking in the menu breadcrumbs to return to the main grid:

Search & Filter

The filter and search functionality allows you to quickly identify and select different types of plant and equipment. You can select from, and search based on, the following:

• Plant Category

• From and to dates

1. Click on the Category dropdown and select the item from the list:

2. Click on the From date and select the required date from the date picker:

3. Do the same for the To date and when ready click on the Filter button to apply that filter.

4. You will then see the results of your search. Refine as necessary.

Tabs

Also on the main grid are the Active and Inactive tabs. The active tab is selected by default and will contain all active items. Inactive items will be available via the inactive tab.

Individual Plant Register Actions

For each registered plant item, you can access 1 or more actions.

Note: If you can’t see the Action column in the grid, use the horizontal scroll bar and then you’ll see the following buttons:

• View Plant Details

• Add Log Service

• Add Maintenance Action

• Edit plant

• Delete plant

View Plant Details

1. To view plant details, click on the View Details button:

2. You’ll then see the Plant Details screen:

As this is in View mode, you can’t edit any plant details However, as highlighted in the above image, you can perform the following:

• Add Plant Files

• Get the Plant Tracking QR Code

• Log a New Service

• Add New Operator Checklist

Add Plant Files

To add plant-related files:

1. Click on the +Add Files button and you’ll see:

2. You can either drag-and-drop files from your computer or if you click in the Drop files here… area, the file Open dialog will display where you can navigate to, select your files, and upload them that way.

3. Once added, click on the Yes button and your files will be uploaded to the plant record.

Get the Plant Tracking QR Code

Click on the Get QR Code button and your Plant Details QR Code will open in a new tab:

You can save this image to your device or scan it in the normal fashion.

Add Log Service

To add/log a new service:

1. Click on the Log a New Service button and the Add Log Service dialog box will display:

2. Here you add your: Service Date, any Comments, your Next Service Unit, Next Service Due Date, and can upload any service records.

3. When complete, click on the Submit button to close the dialog box and return to the plant details grid where you’ll see your log service added:

Edit plant

To edit the plant record:

1. Click on the Edit button of the record you wish to edit

2. The record will open in Edit mode:

3. Here you can edit all your plant details.

4. When complete, click on the Update button and your changes will be saved, the screen will refresh, and the record updated.

Delete Plant Record

To delete a plant record:

1. Identify the record you wish to delete and then click on the Delete button:

2. A confirmation notice will display. Click on Yes to delete the record. The dialog box will close, the screen will refresh, and the record will be deleted from the grid.