Skip to main content
Version: 8.4

Intervention

Introduction​

With the Intervention module, you can perform the following actions:

  • Track and carry out interventions;

  • View the history;

  • Track and modify customer park (fleets).

Tracking interventions​

From the “Interventions” menu, you can track interventions at different stages.

  1. Access: Intervention → Of the day

This menu contains the user's interventions with the status “Planned,” “Started,” or “Suspended” and scheduled for today's date.

When you open this menu, you will be able to use:

  • Filter by intervention date;

  • Filter by interventions assigned to the user;

  • Access contact information (for example, in the contact list, click on the icon that allows you to view either the address or the phone number).

  1. Access: Intervention → Planned. This menu contains the user's Interventions with the status “Planned.”

  2. Access: Intervention → History. This menu contains the user's Interventions with the status “Completed.”

  3. Access: Intervention → Active Intervention. In this menu, you will find the last intervention modified by the user with the status “Started” or “Suspended”. By clicking on an intervention, you will gain access to the detailed view of the intervention.

Performing an intervention​

Open the intervention file.

On the intervention file, by clicking on the different icons, you will be able to access:

  • Home screen (the house icon);

  • Questionnaire (the form icon);

  • Equipment (the shopping cart icon);

  • Notes (the speech bubble icon);

  • History (the clock icon).

Performing an intervention: home screen​

By default, you are on the home screen. To return to the home screen, click on the house icon.

When you are on the home screen, you can:

  1. Refresh the intervention: click on the circle icon at the top of the page to refresh the job.

  2. GTI/GTR: find GTI/GTR with color coding for emergencies.

  3. Contact: in this drop-down submenu, find the following information:

  • Address;

  • Phone number;

  • Mobile phone;

  • Email.

  1. General information: in this drop-down submenu, find the following information:

  • Assigned (e.g., to the administrator);

  • Type (e.g., “Maintenance”);

  • On-call management (e.g., “Yes”).

  1. Changing the status of the intervention: in the section where the timer is located, change the status of the intervention.

Carrying out an intervention: questionnaire​

Access: Intervention → Active intervention → click on the form icon

Click on the form icon to open the questionnaire screen.

In the questionnaire, find the following information:

  1. Recorded response (e.g., Start of intervention - System status on arrival).

  2. Required question (e.g., Start of intervention - Anomaly observed).

  3. Conditional question (e.g., Start of intervention - Comment).

  4. Private question (e.g., Monitors - Comment).

  5. Indication (e.g., Monitors - Connection indication).

  6. Navigate between ranges: click on the arrows in the bar to navigate and select a range.

  7. Signature: add an electronic signature from the questionnaire. To add a signature, follow these steps:

  • End of intervention: at the top, in the bar that indicates the corresponding stage of the intervention, select “End of intervention.”

  • Signature: new submenus will appear. Click on “Signature.” A new window will open, allowing you to add a signature.

Completing an intervention : Equipment​

Click on the shopping cart icon to open the equipment screen. Several actions are available:

  1. Link equipment: add equipment to the job.

  2. Number of pieces of equipment linked to the intervention: a number will be displayed on the shopping cart icon. This is the number of pieces of equipment linked to the intervention.

  3. Unlink / Modify / Duplicate / Archive: on a linked piece of equipment, select an icon to unlink / modify / duplicate / archive.

Completing an intervention: Notes​

Access: Intervention → Active intervention → click on the notes icon

  1. Type: in the dedicated bar, filter by note type.

  2. Create a note: click on “Create a note” if you want to create a note.

  3. Type: on the note creation page, select the type.

  4. File: select a file to attach to the note.

  5. Create: click on “Create” to create a note.

  6. Edit/Delete: from the main menu, existing notes can be edited or deleted by clicking on the corresponding icon.

  7. View: click on the two-arrow icon to view the file for a note.

Performing an intervention l: History​

Access: Intervention → History

Accessing contact information: on the History menu home page, click on the icon to display the contact information.

Customer park & equipment​

Access: Intervention → Customer Fleet

  1. Open the “Customer fleet” menu.

  2. Customer: select a customer from the dedicated field.

  3. Parent location: filter by parent location

  4. Duplicate / Modify / Archive: click on the corresponding icon to duplicate / modify / archive the file.

  5. Open an equipment record.

  6. Available actions: on the equipment record, click on the three dots in the top right-hand corner to access the actions. The following actions are available:

  • Open lines;

  • Open photos;

  • Open intervention history.