Step 1: Create asset using an asset template with a mobile device
- Assign an Asset Number (Serial Number is optional)
- Scan an RFID tag (if you band and chip the iron after the hydrostatic pressure test, then don't assign it yet)
- If you need help using the RFID reader please refer to one of the following depending on which reader you own:
- Assign owner and location
- This can either be the customer and location it is going to, or it can be your asset and location until the customer picks it up
Step 2: Fill the inspection forms assigned to the asset
- Hit Fill Form and start with the first step in your inspection process
- This is usually the Visual Inspection or the UT Inspection
- Remember that you can attach an image or add notes to any field on the form
- There are 3 buttons at the top of the form
- Save will not actually complete the inspection. It will be saved as In Progress so you can come back and finish the form later
- Pass will pass the inspection and complete it (this will apply UT values entered on the form to the asset attributes)
- Remember that the attributes show up on the pressure test cert, so you need to complete the UT inspection before the pressure test
- The Pass Form and Fields option will set every Pass/Fail Field to pass, so if you want to pass the inspection as-is, make sure to set it to Pass Form only (same applies to failing)
- Fail will fail the inspection and give you the option to automatically set the asset's status to Scrapped
Step 2a: Filling forms on multiple assets at once
- If you would like to Mass Action (fill the same form on multiple assets at once) you need to add those assets to My List, and then fill the form
- Note that this cannot be done with the UT Inspection because that requires unique values for every asset, but if you know that all of the assets have passed visual, you can apply the same form to all of those assets
- Watch this video for help on this step:
https://tessalink.zendesk.com/hc/en-us/articles/360024673614-TESSALink-Mobile-Assets-and-Mass-Actions
Step 3: Sync
- Once you have completed your batch of assets, go to the side menu and hit Synchronize
- Generally this means you've finished a pallet of iron and are moving those 10-15 pieces to be hooked up and pressure tested
- In order for that information to show up on the Desktop, you have to sync up from mobile, and then sync down on desktop
Step 4: Run the hydrostatic pressure test
- After you have synced the mobile inspection and asset data down to desktop, you can run the pressure test
- Either scan your assets into the Chip ID field or scroll through the list and select the assets you are testing
- Make use of the filters at the top to narrow down your search
- Click the Mass Actions button at the top right, click Fill Form, select your pressure test form, and click Fill Form again
- Click the chart button at the top right to launch Testbench
- Enter your testing pressure and click Start New Test
- Pressure up your pump and run your test, once finished hit Stop
- Click Save & Close
- Now you can fill in your Order # and Customer PO # and fill in any other fields on the form
- Select the checkbox to preview the cert if you would like the pdf to open after you pass or fail
- If you require paper certs then you can print them right away when you select this option
- Click Pass & Close or Fail & Close to finish the test
Step 5: Pull all of the pressure test certs in bulk
- Sync up on desktop after all pressure tests have been completed
- Go back to web and go to Form Summary
- Filter by your pressure test form and any other parameters to find the certs you want
- Select all, click Mass Actions at the top right, and click Export PDF Attachment
- This will download all of the pressure test certs into a zip file
- If you would like information on any other reports please click on this article:
https://tessalink.zendesk.com/hc/en-us/articles/360024665353-TESSALink-Web-How-to-Generate-a-Report
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