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Fault Tracking

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Accessing Faults

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Understanding Faults

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What is a Fault?

• Affects asset operation
• Requires attention or repair
• Impacts compliance or safety
• Needs documentation

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Fault Information

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The Faults List

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List View

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Filtering Faults

• Status: Open, Investigating, Resolved, Closed
• Priority: Critical, High, Medium, Low
• Asset Type: Filter by equipment type
• Location: Filter by site

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Reporting a Fault

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From the Faults List

1. Go to Faults
2. Click Report Fault
3. Complete the form
4. Submit

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From an Asset

1. Open asset detail
2. Click Report Fault
3. Asset is pre-linked
4. Enter fault details
5. Submit

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From a Job

1. While on a job
2. Find an issue
3. Click Report Fault
4. Job and asset linked automatically

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Fault Information Fields

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Basic Information

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Classification

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Status

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Priority Levels

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Critical

• Fire safety equipment non-functional
• Safety system failure
• Imminent danger

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High

• Equipment partially working
• Compliance risk
• Business impact

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Medium

• Reduced performance
• Maintenance needed
• Minor malfunction

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Low

• Cosmetic damage
• Documentation updates
• Enhancement requests

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Fault Status Workflow

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Status Flow

Open
  ↓
Investigating
  ↓
Resolved
  ↓
Closed

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Status Definitions

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Changing Status

1. Open fault detail
2. Click Update Status or status field
3. Select new status
4. Add notes explaining change
5. Save

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Working with Faults

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Assigning Faults

1. Open fault detail
2. Find Assigned To field
3. Select team member
4. They receive notification

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Adding Notes

1. Open fault detail
2. Go to Notes section
3. Click Add Note
4. Enter update
5. Save

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Attaching Photos

1. Open fault detail
2. Go to Attachments tab
3. Upload photos/documents
4. Add descriptions

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Creating Jobs from Faults

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Generate Repair Job

1. Open fault detail
2. Click Create Job
3. Job pre-populated with:
   • Fault description
   • Asset information
   • Customer/location
4. Complete job details
5. Create job

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Linking Existing Jobs

1. Open fault detail
2. Click Link Job
3. Search for existing job
4. Select and link

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Resolving Faults

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Resolution Process

1. Investigate: Determine root cause
2. Fix: Implement solution
3. Document: Record what was done
4. Update Status: Mark as resolved
5. Close: After verification

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Resolution Information

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Closing Faults

1. Review resolution notes
2. Confirm fix is permanent
3. Change status to Closed
4. Add final notes if needed

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Fault Notifications

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Automatic Notifications

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Configuring Notifications

• Enable fault alerts
• Set priority thresholds
• Choose notification channels

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Fault Reports

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Available Reports

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Generating Reports

1. Go to Faults
2. Apply filters
3. Click Export
4. Select format
5. Download

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Recurring Faults

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Identifying Patterns

• Occur repeatedly on same asset
• Have similar root causes
• Appear across asset types

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Managing Recurring Issues

1. Document pattern in notes
2. Link related faults
3. Consider asset replacement
4. Update maintenance schedule
5. Create preventive measures

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Best Practices

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Reporting Faults

• ✅ Be specific in descriptions
• ✅ Include photos when possible
• ✅ Set appropriate priority
• ✅ Link to correct asset
• ✅ Report promptly

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Investigating Faults

• ✅ Document your findings
• ✅ Update status as you progress
• ✅ Add notes for collaboration
• ✅ Consider safety first
• ✅ Identify root cause

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Resolving Faults

• ✅ Document the solution
• ✅ Record parts used
• ✅ Note time spent
• ✅ Update asset records
• ✅ Verify fix is complete

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Closing Faults

• ✅ Confirm resolution
• ✅ Add final documentation
• ✅ Close promptly
• ✅ Learn from issues

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Troubleshooting

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Can’t Find Fault

1. Clear filters
2. Search by ID or description
3. Check date range
4. Verify status filter

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Status Won’t Update

1. Check required fields
2. Verify permissions
3. Add required resolution notes

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Fault Won’t Close

• Resolution notes completed
• All fields filled
• Verification step completed