An evaluation is used to qualify the status of an equipment item as part of a diagnosis. For example "Very good condition," "Non compliant."
The evaluation is indicated in the verification operations and in the actual diagnoses.
It is associated with a numerical value, which makes it possible to calculate an evaluation average, such as for a set of equipment belonging to the same building.

An evaluation may have a corresponding action to be performed following the verification operation:

• Create a WR,
• Creating a work order.

 

Managing the evaluation list

Accessing the evaluation list

1. Place the cursor in the [Work] module and select [Evaluations] from the [Configuration] section.
   → The list of evaluations is displayed.

 

Creating an evaluation

1. From the list of evaluations, click on the add icon .
   → A line is added in creation mode.
   
   
2. Fill in the evaluation attributes and then save .
   → The new evaluation is created and available.

 

Deleting an evaluation

1. From the list of evaluations, select the ones to be deleted and then click on the delete icon .
   → The selected evaluations are deleted, provided they have not been used in any work orders.

 

Evaluation attributes

• Assessment: Identifier of the evaluation. Choose a meaningful code, because the name will not always be displayed.
• Name: Name of the evaluation.
• Work order template: Model used to create a work order if the "Create a work order" action is completed. This field is required only if this is the case.
• value: Numerical value of the evaluation. This is used to numerically quantify the evaluation and to calculate an average.
• Icon: Icon representing the evaluation.
• Action: Job that is to follow the evaluation. The action is used in the verification operation.