We’ve recently added a new view called ‘Tasks’ to make it easier for you to manage your compliance across assets and maintenance checks. This view displays any compliance check that is Overdue, Due Today or Upcoming (Next 7 Days). It will also land on ‘Missed’ first when entering if any checks have been missed or ‘Today’ if not, so you can take appropriate action.
This view is enabled by default (but can be switched off in User Permissions).
Take the hassle out of updating compliance and asset checks
With Task view, you have a centralised table of collated compliance data from maintenance and asset checks. You can update changes instantly by clicking on the check instead of navigating around the system to individually find what you want updated.
For example, a boiler may have three compliance data against it – service, maintenance, and test dates – and you can view further actions (such as forms and assessments) by clicking on ‘update’. This button will honour any linked assessment forms on compliance checks and invoke the form rather than just show asset or compliance details.
So that you don't see reams of data, it won't pull through PAT, condition and audit checks.
Easily access on a mobile device
You can invoke forms and assessments using this view in a browser on a smart device thanks to its mobile-friendly interface. So, you can make updates and complete forms and assessments on the go with more ease.
Task view – Calendar
We’ve also added a calendar view so you can see your compliance checks by week or month. Clicking on the checks in your calendar will take you to them as described above.