Assessment Tables allow coordinators to design customized forms to capture field metrics (such as voltages, wear states, temperature readings, or photographic proof) across multiple equipment units simultaneously.
Step-by-Step Instructions
Open the Work Order form in Create or Edit mode.
Scroll down to the Assessments card and click Add Assessment. This opens the assessment setup panel.
Enter a descriptive name in the Assessment Title field (e.g., "Chiller Electrical Calibration").
Select the target assets from the Physical Assets multi-select dropdown.
Note: The grid will generate one row for every asset you select. If you select three chillers, the technician will fill out three rows of measurements.
Under the Questions section, click Add Question to create a table column:
Question Name: Enter the parameter to measure (e.g., "Refrigerant Pressure (PSI)").
Answer Type: Choose how the technician will input the data:
Text: For alpha-numeric notes or serial codes.
Number: Restricts entry to numbers and displays a numeric keypad.
Select: Technicians choose from preconfigured options (e.g., Pass/Fail, Yes/No).
Multi-Select: Allows selecting multiple checkbox options.
Attachment: Technicians must capture and upload a photo using their mobile device's camera.
Required Toggle: Enable if this measurement is mandatory for every asset row before the work order can be closed.
Click and drag the grid handles next to questions to arrange the order of your columns from left to right.
Click Save Assessment to close the panel.
Click SAVE in the bottom edit bar. A green success banner confirms your work order was saved.
See Also
How to Create a New Work Order
How to Require Assessment Completion Before Closing