Overview
Readout Templates define the measurements, readings, and data points that technicians need to capture during service visits. These templates standardize data collection, ensuring consistent and complete information is recorded for every piece of equipment.Readout Templates are essential for preventive maintenance programs. They ensure technicians capture the right data points every time, enabling trend analysis and predictive maintenance.
When to Use Readout Templates
Create readout templates when:- Preventive Maintenance - Standardizing readings collected during routine maintenance
- Equipment Inspections - Capturing operational parameters for analysis
- Commissioning - Recording baseline measurements for new installations
- Compliance Requirements - Meeting regulatory documentation requirements
- Performance Monitoring - Tracking equipment efficiency over time
Readout Template Information
Each readout template includes:| Field | Description |
|---|---|
| Template Name | Descriptive name for the template |
| Description | Explanation of when and how to use this template |
| Equipment Type | Type of equipment this template applies to |
| Fields | The specific data points to be captured |
| Status | Active or inactive |
Field Types
Readout templates can include various field types:| Field Type | Description | Example Use |
|---|---|---|
| Numeric | Numbers with optional units | Temperature: 72 F |
| Text | Free-form text entry | Serial number, notes |
| Selection | Dropdown choices | Pass/Fail, Good/Fair/Poor |
| Checkbox | Yes/No options | Filter replaced: Yes |
| Date | Date picker | Last calibration date |
| Photo | Image attachment | Condition photo |
Creating Readout Templates
Field Configuration
For each field, you can configure:| Setting | Description |
|---|---|
| Field Label | Display name for the field |
| Field Type | Type of data to capture |
| Required | Whether the field must be completed |
| Default Value | Pre-filled value (optional) |
| Units | Measurement units (for numeric fields) |
| Min/Max Range | Acceptable value range (for numeric fields) |
| Help Text | Instructions for technicians |
Edit Measured Variable
When adding or editing an individual variable inside a readout template, the following fields are available:| Field | Description |
|---|---|
| Label | Display name shown to the technician (e.g., “Supply Air Temperature”) |
| Position | Order (sequence number) in which this variable appears on the form |
| Axis | Groups variables into rows/columns on a matrix-style readout sheet (e.g., Row A, Row B) |
| Unit | Measurement unit displayed alongside the value (e.g., °C, PSI, V, A) |
| Type | Data type for the input: Number, Text, Selection, Checkbox, Date, Photo |
| Field 1 | Primary input field. For Number types, captures the measured value; for Selection types, captures the selected option |
| Calculation Type | Optional. Defines an automatic calculation to apply: Sum, Difference, Average, Min, Max, Formula |
| Calculation Way | Determines whether the calculation is applied Per Row, Per Column, or Across All values |
| Label Before | Optional text displayed to the left of the input field (e.g., a lower bound indicator or units label) |
| Label After | Optional text displayed to the right of the input field (e.g., an upper bound indicator or pass/fail tag) |
| Field 2 | Secondary input field available for variables that capture two related values (e.g., min and max pressure) |
Using Readout Templates
Linking to Assets
Readout templates can be linked to:- Asset Types - Applied to all assets of a specific type
- Individual Assets - Applied to specific equipment
- Service Contracts - Required for contract maintenance visits
Field Completion
When technicians perform service:- Template fields appear on the work order or task
- Technician enters current readings
- System validates entries against defined ranges
- Out-of-range values are flagged for attention
- Data is stored with the asset history
Historical readout data enables trend analysis. Over time, you can identify patterns that indicate developing problems before failures occur.
Template Examples
Machine System Template
| Field | Type | Units | Range |
|---|---|---|---|
| Supply Air Temperature | Numeric | F | 50-65 |
| Return Air Temperature | Numeric | F | 68-78 |
| Refrigerant Pressure (High) | Numeric | PSI | 200-400 |
| Refrigerant Pressure (Low) | Numeric | PSI | 60-80 |
| Filter Condition | Selection | - | Good/Fair/Replace |
| Compressor Amperage | Numeric | Amps | 0-30 |
| Overall System Condition | Selection | - | Pass/Needs Attention/Fail |
Elevator Inspection Template
| Field | Type | Units | Range |
|---|---|---|---|
| Door Opening Time | Numeric | Seconds | 2-5 |
| Door Closing Time | Numeric | Seconds | 3-8 |
| Car Level Accuracy | Numeric | Inches | 0-0.5 |
| Emergency Phone Test | Checkbox | - | - |
| Safety Edge Test | Selection | - | Pass/Fail |
| Pit Condition | Selection | - | Clean/Needs Cleaning |
| Notes | Text | - | - |
Best Practices
Keep Templates Focused
Keep Templates Focused
Include only essential data points. Too many fields slow down technicians and may lead to incomplete data.
Use Appropriate Ranges
Use Appropriate Ranges
Set realistic min/max ranges based on manufacturer specifications and actual operating conditions.
Include Reference Values
Include Reference Values
Provide expected values or acceptable ranges in field help text to guide technicians.
Group Related Fields
Group Related Fields
Review and Update Regularly
Review and Update Regularly
Periodically review templates based on technician feedback and equipment changes.
Train Technicians
Train Technicians
Ensure technicians understand what each reading means and how to capture it accurately.
Common Questions
Can I modify a template after it's been used?
Can I modify a template after it's been used?
Yes, but be careful. Changes affect future data collection but not historical records. Consider creating a new version for significant changes to maintain data consistency.
How do I handle different equipment models?
How do I handle different equipment models?
Create separate templates for models with different data requirements, or use conditional fields that appear based on equipment attributes.
Can technicians add notes beyond template fields?
Can technicians add notes beyond template fields?
Yes, work orders and tasks have notes sections for additional observations. Templates capture structured data, notes capture context.
How are out-of-range readings handled?
How are out-of-range readings handled?
The system can be configured to flag out-of-range values. This alerts technicians immediately and can trigger follow-up actions.
Can I export readout data for analysis?
Can I export readout data for analysis?
Yes, readout data can be exported through the Export function or accessed via API for integration with analysis tools.
Do readout templates work offline?
Do readout templates work offline?
Yes, mobile apps cache templates for offline use. Data syncs when connectivity is restored.
Related Documentation
Checklists
Inspection and maintenance checklists
Assets
Managing customer equipment
Scheduled Maintenances
Preventive maintenance scheduling
Tasks
Work order task execution