How To Set Up Standard Defects

It goes like this:

Step 1.   Open an Asset Type in the Asset Type Form

Step 2.   Click the New > Standard Defect Task, to create an empty Standard Defect for you to flesh out

Step 3.   Give it an appropriate name

Step 4.   If you want to record workflow data specific to your organisation, do so by selecting a preconfigured Defect Attribute Set. See How To Maintain Defect Attribute Sets for details

Step 5.   If it’s applicable, select a Standard Action to be the default for your new Standard Defect, so that both a Defect and an Action are created, when the Standard Defect is used to create a Defect

Step 6.   Click Save

Things to be aware of:

Standard Defects on Asset Types, are used again and again as “Templates” for the subsequent creation of Defects on Assets, which offers you these benefits:

      Less data entry

      Standardisation of data

      Accuracy of standard data