In this article, you will find:
Note: The necessary inspection checklists and equipment types must first be created, as well as a project with the associated location where the equipment will be registered.
Create Equipment
Global ➜ Inspection ➜ Locations and Equipment ➜ Hover over "Create" ➜ Click on "Create Equipment" ➜ Fill in the data ➜ Scroll to the bottom and click "Save"
Now fill in the following:
- Location ➜ Select the project/location where the equipment will be registered
- Type ➜ Select equipment type (*)
- Standard inspection checklist ➜ Select the checklist to be filled out during the inspection
- Date of last inspection ➜ For example, if your next inspection is due on 01-12-2024 and your inspection frequency is 12 months, enter the date 01-12-2023 as the date of the last inspection
- Inspection frequency ➜ Enter the number of months between each inspection
*When you have selected an equipment type, the corresponding fields to be filled out for the equipment will be displayed, for example:
Add an additional inspection:
If the equipment requires multiple types of inspections, an additional inspection can be added with a different checklist and inspection frequency. For example, if you need to perform a major annual inspection as well as a smaller maintenance inspection every quarter.
Simply click "Add" and an extra section will appear to fill in the checklist, date, and inspection frequency:
Remember to scroll all the way to the bottom and click "Save" to complete the creation of the equipment:
Edit or Delete Equipment
Global ➜ Inspection ➜ Locations and Equipment
➜ Click on the blue pencil to edit
➜ Click on the blue trash can to delete
Note: Be aware that certain changes can also affect active inspection tasks, such as changing the checklist that needs to be completed.
Contact us
If you have any questions, you are always more than welcome to contact our support at support@inspectly.com
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