Note: It is recommended that you create and edit Procedures only with your desktop computer as it is more convenient. You will use these Procedures when inspecting Assets using the BuiltSpace app.


Please select your desired option.  If you haven't created a Procedure yet, you must do so before creating Questions.



Creating a Procedure

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  1. Hover over the Manage tab and click Procedures.
     

  2. Click Add new item under Procedures to create a new Procedure.

    Note: For the remaining steps, please refer to the animated instructional below.

  3. Enter a Title.

  4. Select an Asset Category from the drop-down menu. This will ensure that the technician only gets this Procedure in the BuiltSpace app when performing an inspection on a specific asset.
    For example: When creating a Procedure for a Makeup Air Unit, categorizing it correctly will show this Procedure when the technician is standing in front of a Makeup Air Unit.

  5. Select a Work Category from the drop-down menu. For Jobs that are dispatched to a technician via the Job Dispatch Form, the default Procedure will be selected based on the selected Work Category. To learn more about Work Categories, read the following article: Work Categories.

  6. Select a button Format.  This determines which buttons the tech will see by default for this entire Procedure.
    Note: Each individual question can be customized to override this default button format.  You can set this when creating a "Question" (see section below).

  7. Check the box for Allow Issues to give the technician the ability to add and specify further issues when performing an Inspection.

  8. Select Yes for Add Hours and Add Materials if you want to give the technician the ability to record hours spent on the job and materials used.

  9. Click Save.




Creating a Question

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Note: If you wish to upload a large number of questions, we would be more than happy to be of assistance.  You can download our Procedure/Question Data Import template by clicking here or on the attachment link at the bottom of the page.  Make sure you click on the Questions tab on the bottom of the Excel page to view the right sheet.  After you have filled it out, save the file and and email it to support@builtspace.com.

  1. Click Add new item under Questions/Instructions.
     
    Note: For the remaining steps, please refer to the animated instructional below.

  2. Select a Procedure/Checklist.

  3. Enter a Question/Instruction.

  4. Enter the question number starting from 01.

  5. Check off the Measurement Required box if you wish to have measurements, such as temperature, recorded.

    1. Enter a Measurement Label.  For example: Temperature
    2. Enter a Measurement Unit.  For example: °C
  6. Enter any additional information in the Remarks field.  This can be used to further instruct the technician on how to complete this step in the inspection.

  7. Select a button Format for the question.  This will override the default button format set for this particular Procedure/Checklist (see section above).

  8. Click Save when done.