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Create an Inspection using an Import file
Clone an Inspection from existing
Assign or detach users to / from an Inspection
Edit Inspection details
Delete an Inspection
Navigation
❶ Go to the main page → select an Inspection from the list.
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Go to Inspection Manager menu to select an Inspection and edit Inspection details.
Inspection details are general information fields indicating:
❶ Name;
❷ Planned start date;
❸ Planned finish date;
❹ Actual start date;
❺ Actual finish date;
❻ Order Id;
❼ State;
❽ Status;
❾ Description.
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Inspection State & Inspection Status
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Statuses can only be set for an Inspection with a ‘Released’ state. If an Inspection has a ‘Draft’ state, all the statuses are ignored.
When an Inspection is created, it obtains ‘Released’ state with status ‘Open’.
Change the state manually to ‘Draft’ if you need to keep the Inspection visible for yourself only.
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If an Inspection has a ‘Draft’ state, all the statuses are ignored.
If an Inspection has a ‘Draft’ state, it is impossible to make changes to the Checklist.
❶ Open Inspection Manager menu.
❷ Change Inspection state to “Released”.
❸ Press “Save” to continue.
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Go to Inspection Manager menu to edit a state or a status of an already existing Inspection. |
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Statuses for a ‘Released’ Inspection are the following:
Open
In progress
On hold
Closed
Archived
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Closed - Partially Complete
Closed - Complete
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Archived
❶ Open Inspection Manager menu.
❷ Select a relevant Inspection status from the dropdown.
❸ Press “Save” to continue.
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Inspection Types
Inspection type is a value, pre-recorded in the Inspection import file, that defines in detail how the Assets shall be inspected, indicating either a time period or a method, and defining which Checklist Items shall be used during inspection (e.g., daily / monthly, visual / detailed).
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