Results can be viewed within the SmartCheck system when logged in as the admin user or a user with the 'view results' option ticked in their setup, however, we recommend you review check sheet results within SAM/Orion directly.


TABLE OF CONTENTS


Viewing Results within SmartCheck:


A user with access can view a list of completed checks that can be filtered various ways e.g. by date range.

They can also use the drop down arrow icon (Right side of listing) to export the list to MS Excel.



By double clicking on a line, the details/results of the checksheet are displayed and can be filtered e.g. by result ‘Failed’

The screen can be printed.




Viewing Results within SAM/Orion


WOF Checksheet Results


Please see the specific KB on viewing, editing and printing WOF checksheet results here:

Smartcheck - View, Edit and Print WOF Checksheet Results in SAM



Vehicle/Item List


From the vehicle/item list, you can view all checksheet results stored against the vehicle, including both asset and job check sheets.


  • Open the Vehicle/Item listing and highlight the appropriate vehicle:
  • Click on Check Sheet at the bottom of the window:


From here you will be able to see a list of CheckSheets completed for the vehicle


You can Re-print, Change or Delete the Check Sheet.



If you choose Change you will be able to see all questions answered and the result:

Double-clicking in Item, Fixed on Job or Notes column will edit these fields for the individual Row/Check


Item: There are 4 different Statuses 

Orion

CheckSheet - Icon

Orion

CheckSheet - Icon

Orion

CheckSheet - Icon

Orion

CheckSheet - Icon

U/S

Fail



G

Pass

ATT

Warning


N/A

N/A

 






CheckSheet notes must be entered if changing to either U/S or ATT – these apply to the entire CheckSheet and can be seen by Clicking on the Notes tab at the top of the CheckSheet.

 

Fixed on Job: A Job can be selected if the Row/Check has been fixed via a Job.

Notes: These notes are for the Individual Check

The Follow-up report can be run IF the Smartcheck was linked to a follow up.


Orion Only* - Faults


For items/vehicles that had Warnings or Fails recorded in Smartcheck, on questions linked to follow-up codes, these will be imported into Orion as faults, as shown in the screenshot below:


Attach Checksheet to Pro Forma Invoice

Ticking this option will include the smartcheck report in the Pro Forma invoice print/email routine:



To ensure results and other data are synchronised between SmartCheck and SAM/Orion please see:

[SAM/Orion] SmartCheck - Import & Export Data




Didn’t find what you were looking for? 

Our Support team are here to help, you can reach us by submitting a support ticket

or calling us on 09 583 2455