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Recording Actions

Pre-Inspection Events can be entered up until the point that the PDF report has been issued. Pre-Inspection. Events entered after this time will mean that the report must be re- interpreted and then re-issued since the data interpreted would be different, and different conclusions will be drawn. Pre-inspection events include component replacement, Turn Pin and Bush, Regrouser, Swap, Weld treads, Adjust Tension etc. If you are replacing an entire Chain or Frame, see ‘Record a Chain or Frame Replacement

Pre-Inspection events can be recorded from the ‘Record Action’ screen, the ‘Undercarriage History’ screen or from the “Equipment Details” Screen.

From the "Equipment Details" Screen

To Record an Action on an Equipment from the Equipment Details Screen, navigate to the Equipment and select "Record Action"


Then, proceed recording the Action as shown in the above video

From the "Record Action" Screen

Navigate to Record Action:– Manage Equipment > Equipment Tasks > Record Action

  1. Select the Equipment you wish to record the action for by selecting ‘CUSTOMER’, ‘JOBSITE’, ‘EQUIPMENT’ and ‘SIDE’.
  2. Click ‘COMPONENT’ to open the component action screen
  3. Use the dropdown boxes to select the component and the action taken.
  4. Enter the date the action was taken.
  5. Enter the SMU when the action was taken.
  6. Enter the cost of the action.
  7. Enter any comments for this action.
  8. Click ‘SAVE’ – There will be a popup saying it saved and you will be returned to the ‘Equipment Selection’ form.
From the "Undercarriage History" Screen

Navigate to Undercarriage history:– Manage Equipment > Analysis > Undercarriage History

  1. Select the Equipment you wish to record the action for by selecting ‘CUSTOMER’, ‘JOBSITE’, ‘EQUIPMENT’
  2. Once equipment is selected, the page will load the ‘Equipment Details’ and ‘System Details’ on the right and the the ‘Component Current Condition’ will be displayed below. ‘Component Current Condition’ defaults to the LEFT side, to view the RIGHT side, click the ‘RIGHT’ button.
  3. Locate the Component you wish to record the action for.
  4. To view the history of the component, click the menu icon on the right and the history will be displayed. 
  5. Once you have located the component you wish to record the action for, click the edit icon (pencil) to open the ‘Enter Action’ popup form.
  6. On the ‘Enter Action’ popup, select the ‘COMPONENT’ and ‘ACTION’ taken. The form fields will change depending on what action you have selected.
  7. Fill in all fields for the action you have selected and add comments in the ‘COMMENT’ field.
  8. Click ‘SAVE’
  9. Expand the history on the component (Step 4 above) to ensure the action has been recorded.

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