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Inspection Workflows

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Accessing Inspections

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Inspection Overview

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What is an Inspection?

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Inspections vs. Maintenance

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The Inspections List

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List View

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Filtering Inspections

• Result: Pass, Fail, Conditional, Pending
• Type: Filter by inspection type
• Asset Type: Filter by equipment category
• Date Range: Filter by inspection date
• Inspector: Filter by technician

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Creating Inspection Templates

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What are Templates?

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Building a Template

1. Go to Settings > Inspection Templates
2. Click Create Template
3. Enter template details:
   • Template name
   • Asset type it applies to
   • Description
4. Add checklist sections
5. Add checklist items
6. Save template

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Template Structure

Template: Fire Extinguisher Inspection
├── Section: Visual Inspection
│   ├── Item: Pressure gauge in green zone
│   ├── Item: No visible damage or corrosion
│   └── Item: Safety pin and seal intact
├── Section: Access and Signage
│   ├── Item: Extinguisher accessible
│   └── Item: Signage visible
└── Section: Documentation
    └── Item: Service tag current

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Checklist Items

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Item Types

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Configuring Checklist Items

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Pass/Fail Criteria

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Conducting Inspections

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Starting an Inspection

1. Open asset detail
2. Click New Inspection
3. Select inspection template
4. Begin inspection

1. Go to Inspections
2. Click Start Inspection
3. Select asset
4. Select template
5. Begin inspection

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Completing the Checklist

1. Work through each section
2. For each item:
   • Record observation
   • Mark pass/fail as appropriate
   • Add notes if needed
   • Capture photos where required
3. Review all items completed
4. Submit inspection

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Recording Findings

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Adding Notes and Photos

1. Tap/click Add Note on any item
2. Enter observation details
3. Click Add Photo to capture image
4. Photos attach to specific checklist item

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Inspection Results

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Result Categories

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Automatic Result Calculation

1. Critical items must all pass
2. Percentage of items passed
3. Template-defined thresholds

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Manual Result Override

1. Complete all checklist items
2. Review calculated result
3. If override needed, select actual result
4. Provide justification
5. Submit inspection

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Inspection Reports

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Generating Reports

1. Open inspection record
2. Click Generate Report
3. Select report format (PDF, summary)
4. Report includes:
   • Asset details
   • All checklist results
   • Photos captured
   • Inspector signature
   • Overall result

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Report Contents

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Sharing Reports

1. Generate PDF report
2. Options:
   • Download to device
   • Email to customer
   • Attach to job
   • Store in Vault

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Scheduling Inspections

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Creating Inspection Schedules

1. Go to Inspections
2. Click Create Schedule
3. Configure:
   • Asset or asset type
   • Inspection template
   • Frequency (monthly, quarterly, annual)
   • Start date
4. Save schedule

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Schedule Options

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Handling Failed Inspections

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When an Inspection Fails

1. Complete and submit inspection
2. System flags asset as non-compliant
3. Create corrective action:
   • Click Create Follow-up Job
   • Or Report Fault
4. Job created with failure details
5. After repair, re-inspect

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Re-Inspection Workflow

1. Corrective work completed
2. Open original inspection
3. Click Re-Inspect
4. Complete failed items only
5. If all pass, asset returns to compliant

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Tracking Deficiencies

1. Go to Inspections
2. Filter by Result: Fail
3. See all failed inspections
4. Track resolution status

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Best Practices

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Conducting Inspections

• Follow checklist order systematically
• Document all observations thoroughly
• Capture clear, relevant photos
• Note any concerns even if item passes
• Complete inspection in single session when possible

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Creating Templates

• Group related items into sections
• Use clear, unambiguous item text
• Define pass/fail criteria explicitly
• Include reference photos for comparison
• Test templates before deployment

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Quality Control

• Review completed inspections regularly
• Audit random sample of pass results
• Verify photos match observations
• Ensure consistent standards across inspectors

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Troubleshooting

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Template Not Appearing

1. Verify template is published/active
2. Check template applies to correct asset type
3. Confirm you have permission to use template
4. Refresh the page

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Cannot Submit Inspection

1. Check all required items completed
2. Verify required photos captured
3. Review any validation errors shown
4. Ensure connected to network

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Photos Not Uploading

1. Check device permissions for camera
2. Verify network connection
3. Try smaller image size
4. Save inspection draft and retry