Overview

Tech Specs are a way to define your own custom fields which will be used to capture information about your assets. Tech Specs can then be used for filtering assets in the Operations Allocations page, for restricting the ability to allocate vehicles to certain jobs that have a tech spec applied as a requirement or for displaying relevant information to drivers on the tablet.

• Create your own custom fields for assets.
• Apply filters to the list of assets based on these custom fields.
• Restrict the allocation of assets on jobs through the use of a tech spec.

Your current list of tech specs can be found by navigating to Workshop → Configuration → Tech Specs.

Below you will see some examples of tech specs that you may want to set up to record information about your assets.

Creating a new tech spec

1. To create a new tech spec, navigate to Workshop → Configuration → Tech Specs.
2. Click the edit icon ✏ in the header.
3. Click ➕Add Tech Spec at the bottom of the list.
4. Enter the relevant details and click Submit to save the new tech spec.
   1. Description: give your tech spec a unique description.
   2. Type: select either text, yes/no, date or dropdown. See below for further details.
   3. For operations: indicate if this tech spec will be a filterable field within operations, or if it will enforce a restriction on which vehicle can be allocated to certain jobs. See below for more information.
   4. For tablet: indicates if this information is visible to drivers in the Vehicle Specs section of the Driver’s Tablet. See below for an example.

❕Note: All fields marked with * are required.

❕Note: Description must be unique.

Tech spec types

The tech spec type will determine the data input method when it comes to filling out the tech specs for each asset.

• Text: gives you a free text field where you can enter letters & numbers. This type can be used where you need to record a serial number for example.
• Yes/no: presents an option to select yes or no for this field. Tow ball fitted for example.
• Date: gives you a calendar date picker to select a date from. Manufactured date for example.
• Dropdown: allows you to enter a list of options that will be available to pick from using a dropdown. See below how to define your own values.

For Operations

Specifying that a tech spec is ‘For Operations’ allows for the following:

1. When viewing job allocations by vehicles (Operations → Allocations → Vehicles) the tech spec will be displayed as a filter option. Operations will be able to filter the vehicle view to only show vehicles that meet the tech spec criteria.

   

2. When creating a shift, entering a quote or editing a job, the tech spec will be available in the vehicle requirements section. This allows restrictions to be placed on the vehicles that can be allocated to that shift or job. In the example below, if Translink vehicle is ticked as yes on the shift or quote, only vehicles that have the Translink Vehicle tech spec ticked as yes will be available to be allocated to any jobs created from that shift or booking.

   

For Tablets

Setting this option to yes on a tech spec means that the tech spec & its corresponding value will be shown in the Vehicle Specs section of the Driver’s Tablet. Examples of tech specs that might be useful for drivers to see in the Tablet might include vehicle weight and height or the vehicle’s fuel range.

Used in requirements

This is not an editable field, but will show you if the tech spec has been selected as a vehicle requirement within a shift or job.

If you would like to remove this tech spec as a restriction on all shifts & jobs click the clear requirements icon 🚫.

For reporting

This is not an editable field, but will show you if the tech spec is part of management reporting.

Creating and editing dropdown options

1. Navigate to Workshop → Configuration → Tech Specs.

2. Click the edit icon ✏️ next to the tech spec you want to define values for.

   ❕Note: The edit icon will only be available if the type is Dropdown.

   

3. On the Manage Dropdown Options page, click the edit icon ✏ in the header.

   

4. To add a new value, click + Add Option at the bottom of the list and enter a new description.

5. To delete an item from the list, click the delete icon 🗑️

   ❕Note: If the item is being used on an asset, the delete icon will be greyed out meaning it cannot be deleted.

6. To reorder the values in the list, use the up and down arrows 🔼 🔽.

   ❕Note: the order shown in the list will be the order they appear where the dropdown list appears.

7. To save the changes, click Submit.

Deleting a Tech Spec

To delete a tech spec:

1. Navigate to Workshop → Configuration → Tech Specs.
2. Click the edit icon ✏️ in the header.
3. Click the bin icon 🗑️ against the row of the tech spec you would like to delete.

❕Note: If the tech spec is being used as a requirement on a shift or job, the delete icon will be greyed out meaning it cannot be deleted.

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