You can check a device's, or Spot's, details, such as its description, folder, status and device card information, and access its related tasks and service requests. These instructions apply to the browser interface. You can only see Spots that your user account has permission to view. Permissions for related content are checked separately.
Search for a Spot by name or description
- Open Assets, devices, tools from the menu.
- Select the Datatables tab and then Default table under it.
- Enter the name or part of it in the Search by spot name search field in the Name column.
- Compare the names in the results and the folder paths in the Folder column. Open the correct Spot's details by clicking its name.
The name search also finds partial matches regardless of case. For example, searching for pump finds the name Water pump 12. It only searches the Spot's name. If you know text stored in the description, use the search field in the Description column.
Search using a value stored in the device card
If you know the serial number, for example, enter it in the Search by device cards field value search field above the table. The search updates after you type.
This search finds values stored in the Spot's data fields, including partial matches regardless of case. It does not search the Spot's name, description, field names or definitions. A serial number can only be found with this search if it has been stored as a data field value.
The search is not limited to one named field: a match can come from any of the Spot's data fields. Open the Spot from the results and check that the value you are looking for is in the correct field. The search in the Device card column searches the device card's name, rather than its field values.
Combine filters to narrow the results
The name search, device card value search and column filters apply at the same time. The results only include Spots that match all the filters you have set. Entering a new search term does not clear the other filters.
Narrow the location using the folder filter below the Folder column heading. The search also includes Spots in the selected folder's subfolders that you have permission to access. If needed, also use the Status column filter: the options are Active, Inactive, Faulty and Disabled.
Disabled is a Spot status, not permanent deletion of the record. A Spot with this status may appear in the table when permissions and search filters allow it. A permanently deleted Spot cannot be made visible again by changing the filters. Changing statuses and deleting Spots are covered in the guide to Spot status and deletion.
The table's previous filters and the text in the separate value search may be restored when you return to the view. Check any search fields that are already filled in. If you want to save a suitable view for later use, see the guide to saving views and exporting to Excel.
Check the correct Spot's details
On the Spot's Basic info tab, you can see the Name, Description, Folder and Status fields. Check the name and folder to distinguish devices with the same name.
On the same tab, open the Device card section by clicking its heading. The section is initially collapsed. Its contents depend on the device card linked to the folder and the data fields stored for the Spot. A Spot can also have individual data fields without a device card linked to its folder. If needed, check the serial number or other information that identifies the device in this section.
Open the Spot's tasks on its Tasks tab and service requests on its Service requests tab. These lists also have their own filters that may limit the rows shown. Permission to view a Spot does not by itself grant access to all its tasks or service requests.
Files added to the Spot are in the Files section of the Basic info tab. Opening them and searching file folders are covered in the guide to viewing a Spot's files.
Searching and viewing details alone do not change the Spot's stored information. You can close the details view using the Cancel button at the bottom. Viewing permission does not automatically grant editing permission: without it, the fields are read-only and the Save button is not shown. There is a separate guide to editing a Spot's details for correcting information.
I cannot find the Spot or information I am looking for
The search results are empty. Check that you are using the correct search field. Try a shorter part of the name or value. Clear the Search by device cards field value search if it is not needed and check all column filters, especially Folder and Status. Also check any filters restored from a previous session.
It is difficult to distinguish the correct device from others. Compare folder paths and open the Spot's device card. Confirm the device using its stored serial number, for example; finding the same search text in a data field does not yet uniquely identify the device.
The Spot cannot be found even without filters. Ask your organisation's administrator to check that the Spot exists and that you have permission to view it.
Information or related content is missing. First open the required section or tab and check its filters. Some information may not have been stored. Ask the administrator to check the missing device card field, permissions or feature availability.
The browsing views in the Android and iOS apps differ from the browser's table. In those apps, use the guide to viewing a Spot's details on mobile.