This article will walk you through how to create Troubleshooting on the Ecotrak website.
Step 1: After logging in to your Ecotrak account and landing on the main dashboard page, locate and navigate to Configuration and click on Troubleshooting.
Step 2: You will be presented with the Troubleshoot Tip Library and Asset - Problem - Troubleshoot tabs. The Troubleshoot Tip Library is where you will see all existing Troubleshooting prompts if they are set up already. If you would like to add one, click on, +Add New
Step 3: Once you've clicked on +Add New, a panel on the right-hand side will pop up. Here is where you’ll be able to title the troubleshooting prompt and add a description that you’ll want your operators to follow. You also have the option to add an attachment and a YouTube video URL.
Step 4: After entering in all the pertinent information, click on Save.
Step 5: The next step is to link the Troubleshooting prompt to the specific Asset Group and Problem Types selected when a user tries to submit a Service Request. Click on Asset - Problem - Troubleshoot and then, +Add New
Step 6: The panel on the right-hand side will pop up and here is where you’ll connect the pieces together. You’ll want to select the Asset Group first, then select the Problem Types you would like for the Troubleshooting prompt to pop up for. After the problem types are selected, the last step would be to select the troubleshooting tip. Once selected, click on save.
Please note: If you want to add more than one problem to the same troubleshooting prompt you will have to save the first instance and then +Add New with the other problem you’d like to add. How to Edit Troubleshooting
Step 7: To see whether your set up was successful, click on +Create Service Request and fill it out as if you were to submit a Service Request.
Once the specific problem type is selected, there will be a 3rd icon at the top which then indicates that Troubleshooting steps will be shown next.
Once Yes, Proceed is clicked, the troubleshooting prompt will pop up.