Getting Started: Equipment Alerts
Roles Admin, Job/User Editor, Job Editor, and User can be permitted to access this feature.
- Overview
- Accessing Equipment Alerts
- Dataplate Information
- Equipment Insights
- Service History
- Service Bulletins
- PDF Resources
- Video Resources
- Mentors
Overview
Acting as an on-site technician’s right-hand companion, Equipment Alerts uses Optical Character Recognition (OCR) technology to extract and document key equipment information from a simple data plate photo. Once identified, Equipment Alerts then systematically evaluates contextual data—including job and equipment history, organizational knowledge, and OEM information—to deliver smart diagnostic solutions directly from any workflow in XOi Vision.
Accessing Equipment Alerts
After XOi's OCR successfully pulls out the make/model/or serial number from a dataplate image, Equipment Alerts results may appear.
In the mobile app, these results can be found in two places:
1. Dataplates: Clicking on the Equipment Alerts icon to the right of the image in the Successful tab.
2. Equipment section: Once processed, Equipment Alerts results will appear in the Equipment section as a banner under the dataplate image.
Learn more: How Do I Find Equipment Alerts Results in XOi Mobile?
Note: If you have our dataplate capture improvements turned on the above will be different. Please read this article: Improved Dataplate Capture
Dataplate Information
Avoid manual data entry and potential typos by utilizing OCR to pull equipment information directly from a dataplate photo, including:
- Make/Manufacturer
- Model Number
- Serial Number
If this information is incorrect or missing, select Edit in the top right-hand corner.
Equipment Insights
Make more informed service decisions by tracking equipment service, maintenance, and lifespan, such as:
- Manufacturer Date
- Equipment Age
- Date of Last Service
You will be informed when there is an End of Life Opportunity (Equipment older than 10 years) on the equipment, giving you the option to tell XOi you took action by selecting the Take Action button.
You can then choose Action Already Taken which will remove the opportunity and update the opportunity status to Closed/Won. You can also select Not Applicable which will also remove the opportunity and update the status to Closed/Inaccurate.
Service History
The past service history linked to the serial number from the dataplate will appear on the Equipment Alerts page, organized by workflow. This includes any previously identified issues, allowing you to quickly locate relevant jobs that can assist in addressing the current issue.
Service Bulletins
Ensure all manufacturer-recommended services, recalls, replacements, etc. are addressed promptly by highlighting any active manufacturer service bulletins for the specific unit.
Select View All to review all the Service Bulletins available. Select an individual Service Bulletin to open the PDF to review.
PDF Resources
Quickly troubleshoot on-site service issues with one-click recommendations for trusted industry, manufacturer, and organizational equipment documentation, including:
- Operational Manuals
- Installation Manuals
- Service Facts
- Previous Service Bulletins
Select Filter to refine the PDFs to the content you are looking for. XOi Admins, Job/User Editors, and Job Editors can add content to the Knowledge Base. To have this content show in Equipment Alerts review the steps in the Setting up Content to Show in Equipment Alerts article.
Video Resources
Avoid searching Google and YouTube for untrusted and unverified video resources with easy access to organization approved:
- Manufacturer service, repair & installation videos
- Equipment-specific training videos
- Recorded Vision Live support calls
Select a video to watch.
Mentors
This is an add-on feature that allows you to better prepare and arm support teams and senior technicians to virtually assist on-site technicians through XOi Vision Live by granting them access to the detailed service workflow - outlining the current job and issue. When a support call is necessary, this call will be recorded, attached to the service request, and added to the Knowledge Base for future reference and use.
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