Configure check clearing

Check clearing is enabled by default for 24x7 and Daily Safety Checks (DSC). You can configure check clearing policies and enable a notes policy that will prompt technicians to add a note explaining why they are clearing the check. Two types of notes can be added to a cleared check.

• Technical (private) note: A note only available for team members that could outline investigative steps, the cause of a problem, and solutions. Technical notes are viewed on the All Devices view or in the Notes Report.
• Client-facing note: A note for the Client that they can view on their All Devices view or in the Daily, Weekly or Monthly Client-facing Notes Reports .

Configure check clearing policies

If you disable check clearing, any currently cleared checks revert to failed status. This procedure does not generate an additional alert.

1. In the All Devices viewNorth-pane, go to Settings > General Settings.
2. Go to Settings > General Settings.
3. Select Check Clearing.

   

4. Select the options you need for the 24x7 Check Clearing Policy.
5. Select the options you need for the DSC Clearing Policy.
6. To allow users to override the default check clearing behaviors and choose the behaviors when they clear a check, select Allow user to select check clearing behavior when clearing checks.
7. Select OK to save and apply.

Enable notes for check clearing

1. In the All Devices view North-pane, go to Settings > General Settings.
2. Select Notes.
3. Enable Prompt for notes when clearing failed checks.
4. Select OK to save and apply.

For more information, see Add notes to devices and checks .