Personalized intervention model

Creating an intervention model

The functionality Create intervention templatefeature of the K inventory online stock management platform, allows you to customize a template for your personalized interventions.

You can add customized tasks, add forms for each task and change the order of tasks. Thanks to this feature, you can easily create tasks tailored to your specific needs. Find out how you can use customized tasks to improve your K inventory management.

 

This feature is not available on the Mobile version.

 

1. Left-click on Settings then on Intervention templates.

 

2. Click on Create a template.

 

3. Enter the name of the model and a description.

 

Customized intervention templates let you add tasks and modify the order of execution of your interventions to best suit your needs and internal processes.

 

4. Click on the Add a task

job selection - customized interventions

 

5. Select the tasks to be added from the list, or create a new custom task by clicking on the Create task

 

There are 3 types of tasks available for your customized intervention templates:

  • Form tasks ( fill in a form, select a file, … )
  • Reference scanning tasks (use the mobile application or a handheld scanner to scan your references)
  • Automatic tasks (updating data, sending reports by e-mail, etc.)

 

6. Once you’ve selected all the tasks, use the Drag & Drop icon to arrange the tasks in the desired order.

 

Task organization - customized intervention model

 

7. Press the Save to save your model

 

Your model will appear in the list of interventions in the Interventions tab of K inventory

 

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