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How to Update/Edit Troubleshooting
How to Update/Edit Troubleshooting
Sean Courey-Pickering avatar
Written by Sean Courey-Pickering
Updated over a week ago

This article will walk you through how to update and edit your Troubleshooting prompts on the Ecotrak website.

Step 1: After logging in to your Ecotrak account and landing on the main dashboard page, locate and navigate to Configurations and click on Troubleshooting.

Step 2: You will be presented with the Troubleshoot Tip Library and Asset - Problem - Troubleshoot tabs.

  1. If you would like to edit an existing Troubleshooting Tip, locate the Troubleshooting Tip you would like to edit and click anywhere within the row.

  • Once the Troubleshooting Tip is selected, the panel on the right-hand side will pop up. To edit the prompt, click on the edit action icon, make the necessary changes, and hit save.

  1. To edit an existing Troubleshooting relationship, click on the Asset - Problem - Troubleshoot tab and search for the troubleshooting relationship you want to edit. Click on the row. The existing relationship will expand.

  • To add an additional Troubleshooting Tip, click on the Problem type you want to edit.

  • Click on the edit action icon, navigate to the Troubleshoot Tips field, add the other Troubleshooting Tip, then click on save.

  1. To add a new Problem type for a Troubleshooting prompt click on the +Add New action icon. The panel on the right-hand side will pop up and here is where you’ll connect the pieces together.

You’ll want to act as if you're creating a brand new Troubleshooting relationship. Select the Asset Group first, then the Problem Types you would like the troubleshooting prompt to pop up for. After the Problem Type is selected, the last step would be to select the Troubleshooting Tip. Once selected, click on save.

  • Once you hit save, you’ll see another row within the main troubleshooting relationship referencing the changes made.

4. To delete a Troubleshooting Tip from an existing set up, click on the Problem Type you’d like to remove, click on the edit action icon, then the trash icon and confirm that you would like to remove the instance.

Once you click Yes, the record will delete.

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