Setting up SmartFills
Setting up SmartFills
SmartFills are a way of pre-setting a set of fields on an inspection / installation record. Initially there may only be a few types of SmartFill available, and as you need different ranges of fields we can add further types.
A SmartFill can be created by Administrators and Work Package Managers from three places:
An existing inspection
Click on 'New SmartFill' on the SmartFIll menu for a Work Package.
Using the Button on an individual Technical Support Document
The Technical Support Document will only have this button if there is a type of SmartFill available that contains the Technical Support Document field.
Creating a SmartFill from an Inspection
In view mode on an inspection, click on ‘New SmartFill’. Then choose the SmartFill type.
This will take you to a New SmartFill page, and will automatically put in all of the relevant fields from that inspection.
Creating a SmartFill from the Menu
On the hub, click on ‘smart fills’. Tap on ‘new SmartFill’
Choose what type of smart fill you want.
The SmartFills available to you depends on the type of system you are using.
Creating a SmartFill from a Technical Support Document
If you have a SmartFill type available to you which contains the field for a Technical Support Document, then you can create a SmartFill from Technical Support Documents.
To do this, click on ‘Technical Support’. On the Technical Support Document you want to create a SmartFill for, click on the three dots. Then Select the SmartFill type you want.
Adding data to your SmartFill
To create your SmartFill, fill in the fields the same way you would for an inspection.
Each time this SmartFill is chosen by a user, these fields will all automatically come into their inspection.
Add in a label and description for the smart fill. These are mandatory and help the App users search for the correct SmartFill to use. As you fill in the SmartFill a suggested Label and Description is created for you - to use it click on the blue writing.
To make it super-easy for your App Users, you can add your own comment into the Label or Description.
For example if you are setting up a SmartFill for Shower Drains (as there are several hundred to do) you can click on the suggested Label, and then click into the Label and type 'Shower Drain'. Staff on the App can then search by what they have to do.
To find out about using SmartFills, please read these user guides:
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