Using the Actions in the Inspection Module

Using the Actions in the Inspection Module

Table of Contents

Actions Categories

‘Sprocket Data Collection’ Actions

Create or Edit Account Code

Edit Account Code

Create or Edit Answer List

Edit Answer List

Create or Edit Answer List Item

Edit Answer List Item

Create or Edit Attribute

Edit Attribute

Create or Edit Attribute Type

Edit Attribute Type

Create or Edit Craft

Edit Craft

Create or Edit Customer

Edit Customer

Create or Edit Division

Edit Division

Create or Edit Equipment

Edit Equipment

Create or Edit Equipment System

Edit Equipment System

Create or Edit Equipment Type

Edit Equipment Type

Create or Edit Event Account

Edit Event Account

Create or Edit Location

Edit Location

Create or Edit Priority

Edit Priority

Create or Edit Project Account

Edit Project Account

Create or Edit Request

Edit Request

Create or Edit Request Type

Edit Request Type

Create or Edit Vendor

Edit Vendor

Create or Edit Wage Multiplier

Edit Wage Multiplier

Create or Edit Warranty

Edit Warranty

Create or Edit Warranty Type

Edit Warranty Type

Create or Edit Work Order

Edit Work Order

Create or Edit Work Order Status

Edit Work Order Status

Create or Edit Work Order Status Type

Edit Work Order Status Type

Create or Edit Work Type

Edit Work Type

Create or Edit Additional PR Cost Type

Edit Additional PR Cost Type

Create or Edit Billing Code

Edit Billing Code

Create or Edit Inventory Item

Edit Inventory Item

Create or Edit Inventory Kit

Edit Inventory Kit

Create or Edit Inventory Kit Type

Edit Inventory Kit Type

Create or Edit Inventory Storeroom

Edit Inventory Storeroom

Create or Edit Inventory Storeroom Item Link

Edit Inventory Storeroom Item Link

Create or Edit Inventory Vendor Item Link

Edit Inventory Vendor Item Link

Create or Edit Unit of Measure

Edit Unit of Measure

Create or Edit Person

Create or Edit Group

Create or Edit PM Project

Create or Edit ActionLog

Create or Edit ActionLog DispatchRule

Create Purchase Request

Create Purchase Request Receipt

Create Purchase Request Payment

‘Sprocket’ Actions

Send Email:

Send Inspection Results Email

Create/Modify Account Code

Create/Modify Billing Code

Create/Modify Inventory Item

Create/Modify Storeroom

Create/Modify Unit of Measure

Create/Modify Inventory Kit Type

Create/Modify Inventory Attributes

Create/Modify Locations

Create/Modify Vendors

Create/Modify Contacts

Create Contact Information

Perform Physical Count

Update Storeroom Item Links

Auto Reorder Inventory

Close Work Order

Close Work Order with Remarks

Cancel Work Order

Work Order Estimate

Generate PM Project

Create/Edit Work Order

Create/Edit Work Order (Modifiable)

Post Time

Post Material

Approve Work Order

Send Work Order Email

Delete Object

Change Password

Update Target Start Date

Clone Work Order

Assign Work Order

Clone Work Order Branch

Set PM Next Due Date

Close Work Order and All Children

Clone Request

Create/Edit Request

Submit PR for Approval

Approve Purchase Request

Approve Estimate

Submit Estimate for Approval

Reset Estimate Approvals

Add Category to Report

Create Permission

Set Group Screen Setting

Set Work Order Email Override

Actions Categories

There are two different categories of actions that have been designed for use with Sprocket’s Inspections module: ‘Sprocket Data Collection’ actions and ‘Sprocket’ actions. ‘Sprocket Data Collection’ actions are used to import large sets of data directly into your Sprocket system. ‘Sprocket’ actions are used to create dispatch actions as well as for time and/or material imports.

‘Sprocket Data Collection’ Actions

‘Sprocket Data Collection’ actions are used to import large sets of data directly into your Sprocket system. This eliminates the need for repetitive and tedious data entry in order to create a large amount of new records or edit existing ones. Each ‘Sprocket Data Collection’ action is designed to function the same – when data is imported, the system will evaluate each data entry and will look for a match in existing records.

There are two different kinds of actions found under ‘Sprocket Data Collection’ - ‘Create or Edit’ and ‘Edit.’ The ‘Create or Edit’ actions will update existing records found within Sprocket and will create new records for any data does not match an existing record. The ‘Edit’ actions will update any existing records but will not create new ones if data does not match an existing record– the unmatched data will not be imported.

Data that is to be uploaded using any of the ‘Sprocket Data Collection’ actions will need to be in a CSV (Comma Separated Value) format, which can be made in programs such as Microsoft Excel. Each required field available on an action must have a value listed on the spreadsheet – if blank, the data will not import.

*NOTE: Sprocket provides data collection templates for each of the different actions. Contact your Sprocket Representative or Customer Service at 1-866-891-4363 to obtain a template for data collection.

Create or Edit Account Code

• Definition: The ‘Create or Edit Account Code’ action will upload account codes directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Account Code’ action is used to upload multiple new account codes or update existing account codes quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Account Code’ action when you are either creating multiple new account codes or when you are updating and creating new account codes at the same time.
• Template Example:

Edit Account Code

• Definition: The ‘Edit Account Code’ action will upload account codes directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket, where it modifies or updates existing records. A change date and time stamp will be assigned to all updated records.
• Use: Use the ‘Edit Account Code’ action to make updates to multiple existing account code records at once.

*NOTE: The ‘Edit Account Code’ action will not create new account codes with any new data – it will only edit existing account codes. If there is any new data, use the ‘Create or Edit Account Code’ action.

• Template Example:

Create or Edit Answer List

• Definition:The ‘Create or Edit Answer List’ action will upload answer lists directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Answer List’ action is used to upload multiple new answer lists or update existing answer lists quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Answer List’ action when you are either creating multiple new answer lists or when you are updating and creating new answer lists at the same time.
• Template Example:

Edit Answer List

• Definition: The ‘Edit Answer List’ action will upload answer lists directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket, where it modifies or updates existing records. A change date and time stamp will be assigned to all updated records.
• Use: Use the ‘Edit Answer List’ action to make updates to multiple existing answer lists at once.

*NOTE: The ‘Edit Answer List’ action will not create new answer lists with any new data – it will only edit existing answer lists. If there is any new data, use the ‘Create or Edit Answer List’ action.

• Template Example:

Create or Edit Answer List Item

• Definition:The ‘Create or Edit Answer List Item’ action will upload answer list items directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Answer List Item’ action is used to upload multiple new answer list items or update existing answer list items quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Answer List Item’ action when you are either creating multiple new answer list items or when you are updating and creating new answer list items at the same time.
• Template Example:

Edit Answer List Item

• Definition: The ‘Edit Answer List Item’ action will upload answer list items directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket, where it modifies or updates existing records. A change date and time stamp will be assigned to all updated records.
• Use: Use the ‘Edit Answer List Item’ action to make updates to multiple existing answer list items at once.

*NOTE: The ‘Edit Answer List Item’ action will not create new answer list items with any new data – it will only edit existing answer list items. If there is any new data, use the ‘Create or Edit Answer List Item’ action.

• Template Example:

Create or Edit Attribute

• Definition:The ‘Create or Edit Attribute’ action will upload attributes directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Attribute’ action is used to upload multiple new attributes or update existing attributes quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Attribute’ action when you are either creating multiple new attributes or when you are updating and creating new attributes at the same time.
• Template Example:

Edit Attribute

• Definition: The ‘Edit Attribute’ action will upload attributes directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket, where it modifies or updates existing records. A change date and time stamp will be assigned to all updated records.
• Use: Use the ‘Edit Attributes’ action to make updates to multiple existing attributes at once.

*NOTE: The ‘Edit Attribute’ action will not create new attributes with any new data – it will only edit existing attributes. If there is any new data, use the ‘Create or Edit Attribute’ action.

• Template Example:

Create or Edit Attribute Type

• Definition:The ‘Create or Edit Attribute Type’ action will upload attribute types directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Attribute Type’ action is used to upload multiple new attribute types or update existing attribute types quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Attribute Type’ action when you are either creating multiple new attribute types or when you are updating and creating new attribute types at the same time.
• Template Example:

Edit Attribute Type

• Definition: The ‘Edit Attribute Type’ action will upload attribute types directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket, where it modifies or updates existing records. A change date and time stamp will be assigned to all updated records.
• Use: Use the ‘Edit Attributes Type’ action to make updates to multiple existing attribute types at once.

*NOTE: The ‘Edit Attribute Type’ action will not create new attribute types with any new data – it will only edit existing attribute types. If there is any new data, use the ‘Create or Edit Attribute Type’ action.

• Template Example:

Create or Edit Craft

• Definition:The ‘Create or Edit Craft’ action will upload craft information directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Craft’ action is used to upload multiple new crafts or to update existing crafts quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Craft’ action when you are either creating multiple new craft records or when you are updating and creating new crafts at the same time.
• Template Example:

Edit Craft

• Definition: The ‘Edit Craft’ action will upload craft information directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket, where it modifies or updates existing records. A change date and time stamp will be assigned to all updated records.
• Use: Use the ‘Edit Craft’ action to make updates to multiple existing crafts at once.

*NOTE: The ‘Edit Craft’ action will not create new craft records with any new data – it will only edit existing crafts. If there is any new data, use the ‘Create or Edit Craft’ action.

• Template Example:

Create or Edit Customer

• Definition:The ‘Create or Edit Customer’ action will upload customer information directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Customer’ action is used to upload multiple new customers or to update existing customers quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Customer’ action when you are either creating multiple new customer records or when you are updating and creating new customers at the same time.
• Template Example:

Edit Customer

• Definition: The ‘Edit Customer’ action will upload customer information directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket, where it modifies or updates existing records. A change date and time stamp will be assigned to all updated records.
• Use: Use the ‘Edit Customer’ action to make updates to multiple existing customers at once.

*NOTE: The ‘Edit Customer’ action will not create new customer records with any new data – it will only edit existing customers. If there is any new data, use the ‘Create or Edit Customer’ action.

• Template Example:

Create or Edit Division

• Definition:The ‘Create or Edit Division’ action will upload division information directly to Sprocket. The action collects the data using a CSV document then uploads the data to Sprocket where it modifies or updates existing records. If existing records are not found, a new record for the unmatched data will be created. A create date and time stamp will be assigned to any new records. A change date and time stamp will be assigned to any updated records.
• Use: The ‘Create or Edit Division’ action is used to upload multiple new divisions or to update existing divisions quickly and efficiently, avoiding tedious and repetitive data entry. Use the ‘Create or Edit Division’ action when you are either creating multiple new division records or when you are updating and creating new divisions at the same time.
• Template Example: