When a form fails, and certificates
For owners and managers
Open the form in Settings → Form templates and select the Settings tab.
When the form fails
Section titled “When the form fails”A form fails when a pass / fail question is answered Fail, or a reading is outside a range set to fail. When the engineer finishes the visit, Sustainable ERP can:
- Tell the office: an alert in Sustainable ERP with the job. On by default.
- Mark the asset faulty: the asset the form was for shows as faulty, with the failed check as the reason.
- Raise a remedial job: a new job linked to this one, ready to book.
On planned maintenance jobs, a failed check also raises a remedial job when your company has that switched on for PPM.
Certificates
Section titled “Certificates”Tick Issue a certificate when this form passes, then set:
- Certificate title, like “Gas safety record”.
- Valid for (months). Leave it blank if it doesn’t expire.
When the engineer finishes a visit, each form that passed gets a certificate with its own number, like CERT-000012. The certificate PDF goes on the job’s files, where the customer can see it. Failed forms don’t get a certificate.
Select Save settings. The change applies to visits finished from now on.