Add an ad-hoc job to a visit

This article explains how to add an ad-hoc job during a visit for an Asset that was not originally scheduled. It is intended for Engineers working on-site who discover new or unregistered equipment requiring a job without returning to the office.

Note

Required role: Engineer with job-create rights; Asset-create rights are needed to create new Assets inline.

Add an Ad-Hoc Job During a Visit

Use this process to create a new job on-site for an Asset that was not on the schedule.

1. From the current job list during a visit, tap New job (Add job) .
2. Choose the required Activity type for the job.
3. Select one or more Assets from the hierarchy, or create a new Asset inline if the Asset is not already registered:
4. Back in the job creation screen, with your Asset(s) selected, tap Add job to create the job or Add completed job to create and complete it in one step.
5. The new job appears in the visit's job list grouped appropriately. Tap it to open the correct form for its activity type.

Note: The Add job and Add completed job actions require job-create rights. The inline Add asset option requires Asset-create permissions; if you lack these, the options will be greyed out with a no-permission message.

Important: When an Engineer creates an Asset inline, it automatically goes into a pending-approval state. There is no separate submission step — it immediately appears in the review queue for approval by an Inspector or higher role.

Create a New Asset Inline During the Visit

When discovering unregistered equipment during a visit, register the Asset so it can be tracked properly.

1. From the current location view, drill down to the specific area or room.
2. Tap Add asset .
3. Select the Asset type relevant for the equipment.
4. Enter the Name and any required attributes.
5. Tap Save to create the Asset.

The asset will be flagged as pending approval and show a banner indicating this. It is automatically added to the review queue of users with approval rights (Inspectors or higher).

Important Considerations When Adding Ad-Hoc Jobs and Assets

• Opening the visit while online ensures the visit data (jobs, Asset details, control-scheme thresholds) is fully cached for offline use during the visit. Opening the visit only after losing signal may cause incomplete data.
• Adding a completed job inline requires selecting at least one Asset.
• An Asset created inline by an Engineer remains pending approval until reviewed by an Inspector or higher; it is not automatically approved.
• Adding new Areas or Assets on-site is a permanent building configuration change, not a draft.
• Without the required permissions, job and Asset creation options are disabled with a no-permission message.

Adding an ad-hoc job allows you to record work immediately when unexpected tasks arise, keeping your visit records complete and accurate without needing to return to the office.