Record an inspection
An inspection records the condition of an asset and what should happen next. It finishes a check or preventive job, fills in its checklist, and books the next one.
Open the inspection form
Click Record inspection from any of these:
- the job, when it is a check or preventive job
- the asset card in a scan
- the asset's Maintenance tab
The form says which job it is for. With no job due on the asset, it reads "Unscheduled. Nothing is due on this asset, so there is no checklist."
Fill it in
- Check the Date.
- Answer the Checklist, if there is one. Click Pass or Fail on each check, enter readings, and add notes. A reading outside its acceptable range is marked as outside the range. A failed step asks What you found, and may raise a repair.
- Choose the Condition, from "No defects observed" to "Failed or unsafe".
- Choose the Urgency and the Recommended action. Both depend on the condition you chose.
- If the action is corrective or project work, choose What the failure did.
- Enter What you found, Likely cause and Notes.
- Under Photos, add any photos.
- Read the line above the buttons. It says what saving will book, for example the next inspection, or corrective work and when it is due.
- Click Save inspection.
Screenshot to comeThe inspection form with the checklist answered, Condition, Urgency, Recommended action, What you found, Photos and the line saying what saving books next.