Creating / Updating / Deleting Inspections

Inspections allow you to create regular recurring audits, maintenance, and checks on your equipment. Notifications are flagged on your dashboard and alerts emailed to maintenance personnel when an item of equipment is due to be inspected.

Quickly Navigate to a Specific Section in this Article:

1. Creating a New Inspection
2. Updating an Existing Inspection
3. Merging Multiple Inspections Together
4. Deleting an Inspection (we only recommend performing this action for items added in error)

Creating a New Inspection

1. Go to Logistics > Equipment
2. Click on the Inspections tab
3. Click Add Inspection
4. Give your inspection a title such as Annual Rope Inspection
5. You can add your inspection to a bundle to group inspections together, for example Rescue or Monthly
6. Click Add Inspection and your new inspection will appear at the bottom of the list
7. You will see the inspection is Paused
8. 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)
9. Click Save Changes 
10. To set the correct previous inspection results and dates by completing an inspection

Inspection Fields

• 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.  

Updating an Existing Inspection

1. Go to Logistics > Equipment
2. Click on the Inspections tab
3. Select the inspection you wish to update
4. Click on Update Details
5. Update the information 
6. Click Save Changes

Merging Multiple Inspections Together

1. Go to Logistics > Equipment
2. Click on the Inspections tab
3. Select the inspection you wish to merge with another inspection
4. Click on Update Details
5. Select Merge
6. Select the Destination Inspection where this inspection will be merged into
7. Type in the prompted word in the space to confirm
8. Click Merge

Deleting an Inspection

1. Go to Logistics > Equipment
2. Click on the Inspections tab
3. Select the inspection you wish to update
4. Click on Update Details
5. Click on Delete on the bottom right hand corner
6. Type in the prompted word in the space to confirm
7. Click I understand the consequences, delete and that item will no longer appear