Use this guide to build inspection checklists (for PMs, Rounds, or Work Orders), add questions, and configure "Answer Details" to trigger automatic follow-up actions (like creating a work order upon failure).
Prerequisites:
• Site Manager or Administrator permissions.
The Steps:
Phase 1: Creating the Inspection Header
1. Navigate to Work > Work Configuration > Manage Inspections.
2. Click the Add Inspections button.
3. Enter the Description (Name) and ID.
◦ Best Practice: Use the Work Type and Frequency in the ID (e.g., "AHU-Quarterly").
4. (Optional) Assign an Inspection Category to organize it in the tree view.
5. Click Save.
Phase 2: Adding Questions
1. In the Questions grid (bottom right), click the Add Question button.
2. To Create New: Click the New button, enter the Question text, and select a Question Type (e.g., Pass/Fail, Text, Photo).
3. To Use Existing: Use the Lookup Question button to search the library and select an existing question.
4. Click Save.
Phase 3: Configuring Answer Logic (Triggering Actions) Use this to automate workflows based on specific answers (e.g., "Fail" triggers a repair ticket).
1. Edit a specific question that uses a select-type format (Yes/No, Pass/Fail, Multiple).
2. Locate the Answer Details grid.
3. Check the Generate Work Order box next to the negative answer (e.g., "No" or "Fail").
4. (Optional) Check Notes Required to force the user to explain why they failed the item.
5. Click Save.
The Result: The inspection is ready to be attached to a Preventive Maintenance (PM) activity or a Round.
Comments
0 comments
Article is closed for comments.