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In addition to the user-defined results fields, when entering results for a scheduled test, you can mark the test as Passed or Failed. This is useful if you want to create a SmartList to keep track of those scheduled tests that require additional attention, such as tests that were failed or tests that have not yet been completed as of the scheduled test date.

Setting up testing field labels

To keep a record of test results, you must first define what the results of the test may include and set up the results field labels accordingly. You define the date fields, check box fields, number fields, text fields, etc., that you want to appear on the Equipment Test Results window for a given test. You can also define which fields hold static information that you want to be saved from one instance of a test to the next.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > User-Defined Label Setup > Equipment Test. The Equipment Test Labels Setup window opens.
2. Enter a Test Code and Description for the test.
3. For each of the available field label types, define the names of the fields that you want to make available for entering the results of this test.
4. Mark the Save on Copy check box next to a field if you want the con tent that is entered in that field to be saved when creating a new record by copying an existing one. This is useful if you are setting up a recurring test with fields that will remain the same each time the test is done, for example, the installation or purchase date of the equipment.
5. Choose Save.

Entering equipment test results

When entering test results, you mark whether the equipment has passed or failed and enter any additional information in the custom results fields.
If you are performing a recurring test, you can copy the results from the last time this test was performed, to save data entry time in creating a new record.

1. Choose Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then choose Edit. OR Choose Cards > Sales > Customer > Location > Equipment.
2. In the Equipment Master window, choose Equipment Test Results to open the Equipment Test Results window. The customer ID, address ID, and equipment ID appear at the bottom of the window.
3. Select the Test Code, and the blank fields on the window fill with the user-defined field labels that were set up for this test code.
4. Enter the Test Date and Technician. If this is a recurring test, enter the Next Scheduled Date that this test will be performed for this equipment.
5. Mark the Passed or Failed radio button, and enter a custom Test Result description.
6. Complete the custom fields on this window, and choose Save.

Copying equipment test results

If you are creating a new test results record for a test that has previously been performed on this equipment, you may want to copy information from the previous test. The test date, as well as any fields that are set up to be saved when the record is copied, will default from the previous record into the new test results window.

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