How to Use Honeywell Integration

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Customer Assets

Integrations

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up Honeywell Integration

When performing a test for devices in CLSS, enter a Simpro Premium job number. When you sync the test in CLSS, each device that is failed with a corrective action recorded, is created as an asset on the Simpro Premium job. The details of the deficiency are recorded against the assets custom fields. Any images recorded against the failure in CLSS are attached to the job in Simpro Premium. When you Save and Finish out of the job you can quote Asset Failures for these assets. Once the quotes generated from the asset failures reach the applicable Quote Status, the deficiency is closed in CLSS.

To create a job in Simpro Premium to record defects from CLSS:

1. Hover over Jobs and click Service Job or Project Job.
2. Search for and select a Customer and Site.
3. Select the required Cost Centre.
4. Apply other Job Setup options, as required and click Next.
5. Go to the Schedule tab and click the calendar icon next to the relevant technician.
6. Schedule the technician for the required date and time.

If multiple schedule blocks are created or multiple technicians are scheduled to the job, the asset test results are recorded against the job card for the most recent schedule on the day that the assets were tested in Honeywell CLSS, or on the most recent day. Future schedule blocks are disregarded.

To mark devices as failed and create corrective action in the CLSS mobile app:

1. Tap the Checkpoints tab.
2. Access the building where the inspection and deficiencies are recorded.
3. Tap Start New Test.
4. Enter the Job Number from Simpro Premium.
5. Tap All Devices (Including Panels).
6. Tap Create New Test.
7. Tap the device to perform a test and create deficiency.
8. Tap Fail and select Functional Inspection and Visual Inspection.
9. Next, tap Apply and add a Description, Proposed Solution, Resolution, Required/Recommended and add an Image, as required.
10. Tap Create.
11. Tap Yes to confirm to Create a corrective action.
12. Tap back to return to the list of devices.
13. Repeat the process from step 7 to create corrective actions for other devices, as required.
14. Tap Sync.
    • Once the sync is complete, the device is created as an asset on the job with a failed test result and the relevant data recorded against the custom fields.
15. Tap End Test.

Your workflow in the CLSS mobile app may vary. You can refer the Honeywell CLSS learning material for specific details on creating corrective action.

1. Open the Simpro Premium job that was entered in the job number field in CLSS.
2. Click Customer Assets to view the failed devices from CLSS.
3. Click Details > Attachments to view any photos uploaded as attachments in CLSS for failing the device.
4. Go to the Schedule tab.
5. From the Options drop-down list for the relevant scheduled resource, hover over Job Card and click Open Job Card.
6. Click Assets to view the devices from CLSS recorded as failed.
7. Click Approve if the job card is not approved automatically.
8. Click Save and Finish.
9. Click Quote Asset Failures.

Once the quote reaches the status selected under System > Setup > Integrations > Honeywell > Status Code, the deficiencies in Honeywell CLSS are closed.

To update the status of the failed asset:

1. Open the corresponding quote in Simpro Premium.
2. Go to Details > Settings.
3. The Status will Auto Adjust by default based on the stage of the job. Learn more in Status Codes and Automatic Triggers. To manually adjust the status, select the required Status from the list, or clear the Auto Adjust option to select the status that appears at the top in the list.
   • Note that if you clear the Auto Adjust option, the quote status does not update when it changes stage. For instance, the status does not update when the quote reaches its due date or when it is converted into a job.
4. Click Save.