We're excited to introduce Intelligent Suggestions (also known as "SmartCapture"), a new feature designed to make adding and updating equipment information easier. Intelligent Suggestions analyzes the information you provide, like photos and descriptions, and then suggests values for other fields in your equipment records.

Now, with a photo of a label on a machine, the system automatically suggests the make, model, and serial number for you without typing it in.

How does it work?

  1. Add photos and additional information: You can upload a photo of your equipment and/or fill in some details in the other equipment fields.
  2. Wait for the system to analyze the data: Our system "reads" the photo and any details you've provided. You will see the attachment icon blink, indicating they are being analyzed.
  3. Review and add suggestions: Based on its analysis, the system suggests values for other fields like "Make," "Model," or "Serial Number." If you want to add one of these suggestions, simply click on it to add it to the corresponding field.

How do you set it up?

Your administrators can customize Intelligent Suggestions to work best for your organization, using the admin settings.

  1. Navigate to Admin settings > General > Equipment Settings
  2. Add desired fields to be included in the analysis and suggestions
    • Input Fields: These fields are what the system analyzes to provide its suggestions
    • Output Fields: The fields the system will provide suggestions for
  3. For even better results, each field can be given specific instructions to guide the system in how you would like it analyzed or suggested.

NOTE: Input and output fields can support both standard FMX fields and custom fields created by your organization.

Common examples

Here are some examples of input and output fields, as well as some accompanying instructions you may find helpful for getting started.

Input Fields

  • Attachments: Photos of the asset and/or asset label
  • Asset Label: Photos of the asset label specifically
  • Asset Photos: Photos of the asset's interior and/or exterior
  • Tag: A user-defined name given to this asset to help identify it
  • Type: A user-defined category assigned to this asset

Output Fields

  • Tag: A user-defined name given to this asset to help identify it
  • Type: A user-defined category assigned to this asset
  • Make: The company that manufactured this asset
  • Model: The specific name or designation of this asset
  • Year: The year this asset was manufactured
  • Serial Number: The unique identifier for this asset
  • Barcode ID: The ID scanned using this asset's barcode (if present)
  • Asset Manual: A link to a user manual for this asset (if one exists online)
  • Label Text: Include all text provided by the asset label(s) for use as a keyword search
  • Visible Condition: A single-word assessment of the asset's condition based on what can be inferred from the images provided and this asset's year relative to today's date (ranging from "Critical" to "Excellent")

NOTE: Fields can be included as both input and output fields to allow you to add them faster and then use their information to suggest other valuable information about the asset.

Setting user permissions

If you would like to remove or add these Intelligent Suggestions for a specific user type, you can do so by navigating to Admin settings > User Types > Edit > Equipment Access and turning off/on the toggle for "SmartCapture."

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