Monitoring Systems are available to Canadian customers.
To activate these systems in your instance, reach out to your CSM, and they will be turned on at no extra cost.
In this article, we will go over how to add a Monitoring System to a building, how to edit the system, what techs will see on the iPad, and what the report output looks like.
Before we begin, it’s important to note that when Monitoring Systems are turned on, a new tab will appear on the Building Detail screen.
This is where all your Monitoring Systems will live and where you can edit them.
Adding a Monitoring System
To begin, navigate to your desired building.
To add a new Monitoring System, click “Edit Building” at the top of the screen.
From here, scroll to the bottom of the page until you see the “Monitoring Systems” section.
Click “New Monitoring System,” name it whatever you’d like, and then click “Save” at the bottom of the page to confirm your changes.
Once saved, you will see the “Active” checkbox next to your newly made system if you return to the Edit Building screen.
Un-checking this box marks the system as inactive. This means it will not be available when you create a new inspection.
Additionally, this “Inactive” status is displayed next to the system name on the Monitoring Systems tab on the building.
You can re-activate a system from two places. The first is in the Edit Building screen by clicking the Active checkbox next to the system name.
The second is by clicking the “Details” button on the Monitoring Systems tab shown above. Scroll to the bottom of this screen and you’ll see the Active checkbox again. You can check and uncheck it here.
Editing Monitoring Systems
To edit Monitoring Systems, navigate to the Monitoring Systems tab at the building.
Clicking “Details” allows you to edit system information like, but not limited to:
- Model Number
- Install Dealer Name
You can also add/edit additional Monitoring Devices to a system by clicking the “Monitoring System Devices” button.
To add a new device, click “+ New Monitoring Device.”
From here, enter the information for your device and click “Save” to confirm your changes.
Saving the device will return you to the list of devices on this particular system. Here, you can reorder the list if there are multiple devices, and edit each device individually.
Note: The “Device Type” section does not initially come with options; you have to enter them manually.
To do so, click the Settings tab on the left and then scroll to the bottom of the page. Here you will see the “Monitoring Systems” section.
You also have the option to set this type as active or not.
Once you’ve entered all your information, click “Create” to save your changes. You will then be brought back to the listing screen of all Device Types.
Here, you have the option to edit each Device Type individually with the “Edit” button.
You may also click the “Edit Device Types” to mass edit each device at once.
On this screen, click into each cell to change the information. Once you’ve made your changes, click “Save Changes” to confirm the updates.
You will now be able to see these Device Types in the drop-down when you create a new Monitoring System Device.
When performing an inspection in the field, techs have access to all the information supplied in the backend about Monitoring Systems.
They’re able to view and edit the system information, as shown below.
Techs can also view any devices associated with the system by clicking “Monitoring System Devices.”
From this view, clicking the “+” button on the top-right opens a modal where techs can add new devices.
Techs can complete the inspection questions associated with this device from this modal as well.
Another option for creating devices in the field is by cloning. Swiping to the left on an existing Monitoring Device will reveal the blue “Clone” button.
Clicking this will prompt you to enter how many devices you’d like to create.
With these options at their disposal, techs complete inspections for Monitoring Systems the same as they would with other inspections.
You can view the answers for Monitoring Systems in the Inspection Detail screen.
To do so, first select your inspection from the Inspection Listing screen. Next, click the “# of Answers” button.
Here, you will see the full list of your answers, along with any notes and/or pictures associated with the question.
To view your Monitoring System information on the report, click the “Generate Report” button from the Inspection Detail screen.
Once generated, you’ll see sections like the Cover Sheet, Inspection Summary, and Monitoring System Description.
An excerpt from a monitoring system report is shown below: