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Verification plan

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Location: Management Verification Verification plan

 

Prerequisites:

Standard activity

Team

Asset

Asset template

Optional:

Attribute

Calendar (SE Administration)

Maintenance route (SE Maintenance)

 

Overview:

Use this menu to create the verification plans. This plan defines the activity to be executed by the technician during the verification.

 

Specific buttons:

Click on this button to add a new verification plan. See more details about this operation in the Adding a verification plan section.

Click on this button to edit the verification plan selected in the list of records. See more details about this operation in the Editing a verification plan section.

Click on this button to delete the verification plan selected in the list of records.

Click on the arrow next to this button to configure and issue the desired plan listing report. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and also searches for the parameters that can be used in the configuration of new reports.

Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the Plan filter in the search filters panel.

Click on the arrow placed on the right side of the button to change the screen layout to 3 quadrants. In the third quadrant, the details of the verification plan selected in the second quadrant will be displayed.

Click on the arrow placed on the right side of the button to change the screen layout to 2 quadrants.

 

Use the "Search filters" to easily retrieve records based on specific information. See the View Verification plan menu for a detailed description of the filters.