Creating an Inspection
To create an inspection go to the Inspections tab:
  • Click Add Inspection
  • Give your inspection a title such as 'Annual Rope Inspection'
  • You can add your inspection to a bundle to group inspections together. E.g. 'Rescue'
  • Click Add Inspection and your new inspection will appear at the bottom of the list
  • You will see the inspection is paused
  • Click into the inspection and click Update Details to add further details and update the due date (see below for more information about these fields)
  • Click Save Changes at the bottom of the screen
The first time you look at the inspection you'll see that all the items are due immediately. As the system will not know when the items were last inspected you may need to update this.
  • To set the correct due dates click on the green tick
    next to each item
  • Select the due date from the calendar picker
  • Click Save Changes
  • You will need to do this for all items so that the inspection due dates are correct going forward
Instructions: Enter step by step instructions on how to conduct the inspection. Each line will be converted into a numbered step to be carried out. Performed Every: Set the frequency of your inspection based on Days, Months or Years. Remind Before Due: Set the number of days/months/years before the due date a reminder notification should be sent. Select members will receive this notification. Auto-Out of Service: If the inspection is not completed on time, the applicable equipment will be marked as unserviceable. Active: Inspections will remain Paused and inactive until set to “Yes”. Item Kinds: Select the equipment kind or kinds that you wish to include in your inspection. Located In: Select the location or locations you wish to include in your inspection.
Copy link