Test & Tag

The Test & Tag feature allows you to conduct Pass/Fail checks for your items and keep track of their Test & Tag status.

To activate the Test & Tag module, follow these steps:

1. From the main screen, navigate to Setup > Preferences > Modules.

2. Check the Maintenance checkbox.

3. Click on Save Changes.

To enter Test & Tag results, proceed as follows:

1. Go to Maintenance > Test & Tag. The Test & Tag List will display all hire items and allow you to filter by test intervals.

2. By default, all items will be categorized under the Not Tested tab until a Test & Tag is performed and the status is set to Not Required.

   1. Additionally, items can be marked as Test & Tag Not Required via the Configuration tab in the Item Edit screen.

3. Click on the item to input test details.

4. In the Test & Tag popup, select either Passed or Failed. Additional comments can be added for failed tests, ensuring the first word is either PASSED or FAILED.

5. Enter the new Tag Number, Test Date, and choose the Test Interval. Pre-populate buttons are available for quick entry.

6. For items not requiring testing, select Not Required from the Interval dropdown.

7. Click Save upon completion.

Various Test and Tag reports can be accessed through Reports > Maintenance.

If an item you expect to see is missing from the Test & Tag List, check the following:

1. Confirm the item has a serial number

• If the item is set up as a singular item and has data populated at the Item Serial level but no serial number, it may not appear in the list.

• To resolve this, ensure the Serial Number field is populated for the item.

2. Confirm a test and tag has been completed

• Open Setup > Items, navigate to the item’s details page, and review its History to confirm that a test and tag has been recorded.

3. Check and clear filters

• Click the blue Filters button and ensure all filters are cleared.

4. Check all tabs

• Review each tab in the Test & Tag List to confirm the item is not appearing under a different category.