This can only be completed by an Administrator
Adding maintenance tasks can be done when creating a new instrument type or editing a current instrument's tasks. First follow the steps in the links below. Then when you are ready refer back to this page to add maintenance tasks.
If you need to Add a Maintenance Task that is Linked to a Reagent/Control select this link.
If you need to Add a Maintenance Task that Uses a Reagent/Control select this link.
Steps to Add a Maintenance Task:
1. Go to the "Administration" page from the menu
2. Select the "Instruments" tab
3. Select the Instrument Type you want to modify and expand the panel
4. Click "Edit" to modify the Instrument Type
5. Select the "+ Add Maintenance Task" button
6. Enter the name of the task to be completed
7. Add a note if necessary, this note will appear under the task for the user when task is selected to be marked as complete
8. Select the frequency or Fixed Schedule of the task from the drop down list (if the frequency you need is not listed please Create a Ticket with the desired frequency)
Frequency
Fixed Schedule
9. The Affects Compliance box is generated with √ . This box must remained checked in order for validation of task completion to count towards compliance scores.
10. If this task is a simple "Mark as Complete" task select "Save Task"
11. If this task has 1 or more Data Fields follow the links below for help
12. When you have finished editing the instrument be sure to select "Finish"
NOTE: You may add as many maintenance tasks as necessary to an instrument.
Add a Data Field for Text
Add a Data Field with a Number Value
Add a Data Field with Defined Values (ex. POS/NEG)
Add a Data Field that accepts a File Attachment
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