EditDeficiency Libraries
Deficiency Library - Menu Option
The
Deficiency Libraries are where a
User with
Administrator level access can define the standard notes that will be displayed in the drop down lists on the
Field Tool for each piece of equipment on the
Equipment Tree.
To access the
Deficiency Libraries go to the
Global Menu on the left hand side of the web page and click on
Report Setup and
Deficiency Library Lists to open the screen shot shown at the bottom of this page.
Once you are in the screen to edit and manage
Deficiency Libraries there are just a three areas that you need to understand to make good use of this feature. Those areas are, from left to right:
Suggested Library Values,
Selected Item Type and
Current Library Values.
Now, before we go through the actual use of these three things let's dicuss the reasons for using libraries and also some good library practices. First of all, libraries will save your field technicians time becuase they are clicking a library value from a list rather then typing or writing on the
Field Tool. Next, you get to sanitize the responses by defining the library with information that you want to standardize responses from many technicians, and eliminate typo's and transcription errors. The other library layout issue that should be considered is the order of the information in the library. The larger the library, the more difficult it is to potentially find a library value in your library list unless it is carefully sequenced either alphabetically or numerically. In the case of the
Deficiency Library it is recommended that standard deficiencies are listed from most frequently used to least frequently used. Try to avoid having library deficiencies that are too specific that cannot be used in more then one situation or project or your library will get too cluttered with notes that can only be used once or twice.
The
Suggested Library Values area is helpful if you do not have a library and are not sure what you would put in your library becuase this lists deficiencies that all of your technicians have identified and used for a particular piece of equipment on projects in the past. So, you can look through this list and determine what items you want to add to your library.
The next area,
Selected Item Type, is where you select the piece of equipment that you want to manage or edit for the
Deficiency Library. It is not necessary, but every piece of equipment on the tree can have a corresponding
Deficiency Library if you want.
The most important area on this screen is the
Current Library Values. This is the library list that will be displayed on the
Field Tool drop down list for a standard equipment deficiency. There are a few key items for this area that are worth pointing out. First, the library list will appear just as you type it in and will NOT automatically alphabetize or organize any list in any ascending or descending order. So, as we stated above you want to carefully plan and build a library that will have a lot of content. Second, you can delete items out, insert new items and edit anything in the list just as you would with any text editor.
Important! Be sure to hit
Save Library Values if you made changes before you navigate to another piece of equipment or another web page to make sure that your changes are accepted by the system. The next time any of your technicians
Synchronize any new library lists will be downloaded to the
Field Tool.
Manage Deficiency Library
 Matching Field Tool Deficiency Library |