Setting Up Inspections

If your service technicians perform service inspections on equipment, use these steps to set up your system:

  1. On the Inspection Types form, create the types of inspections your company performs, for example, Annual or Post-Repair, and specify a description for each.
  2. On the  Inspection Measurement Types form, define the type of readings to be taken. Specify this information:
    Measurement Type
    Specify a type for the measurement, for example, Pressure or Pass/Fail.
    Response Type
    Select a response type:
    • Numeric: Values are specified at the task level.
    • Freeform: Values are specified at the task level.
    • Specific List: In the grid, specify the options the user can choose. For example, the options could be Yes or No. You can then select the Failure check box to indicate which of these options is considered a failure of the test.
  3. On the Inspection Tasks form, describe the task. This can be a reusable task that you can include in many checklists. For example, you could include Tire Pressure in an inspection of any bike. Specify this information:
    Inspection Task
    Specify a name that describes the type of inspection (action or verification) to be performed. If this task is reused, specify a generic name to use in all cases.
    Description
    Specify a description of the task.
    Measurement Type
    Select a type from those defined on the  Inspection Measurement Types form.
    Numeric Format
    When the Measurement Type is set to Numeric, use this field to specify the number of digits before and after the decimal, and whether the value is padded with zeros. For example, 4.5 displays up to 4 digits before the decimal point and up to 5 digits afterward. Use > to indicate a blank placeholder and 9 to indicate either a number or a zero placeholder. For example, the format 999.2 displays the value 65.2007 as 065.20. Other valid characters in the format are # . , and %, which are displayed as constants.
    Low Value
    Specify the lowest value. If the inspection reading is equal to or greater than the value you specify, the inspection task is marked as a success.
    High Value
    Specify the highest value. If the inspection reading is equal to or less than the value you specify, the inspection task is marked as a success.
    Expected Value
    Specify the ideal value for the inspection reading. If the selected Measurement Type was set with the Response Type Specific List, then the list of options you specified are displayed here as a drop-down list to select from.
    U/M
    Specify the unit of measure to use for this test. For example, if you are measuring tire pressure, the U/M is PSI.
  4. On the Inspection Section Codes form, set up codes that you can use to group inspection tasks. These section codes are required on theInspections Setup form, and are used in the inspection tree on the Inspection Setup Preview form and on reports. Specify this information:
    Section Code
    Specify a name for the code that you want to use to group inspection tasks, such as General or External Check.
    Description
    Optionally, specify a longer description for the code.
    Report Output Order
    The order in which the sections appear in the tree is based on the value that you specify here. Inspection tasks are grouped by section from the lowest report output value to the highest.
    Always Required
    When this check box is selected, the tasks in this section code are prevented from being marked as Not Applicable on the Service Order Line Inspections form and in the mobile app.
    Note: Mobile users must be assigned to the Inspection Applicable - Allow Update permission group to edit the related Inspection Applicable field on the Service Order Line Inspections form.
  5. On the Inspections Setup form, associate any item from your Items form with an inspection type and section code. These two fields identify the type of tasks to be performed, so you can set up multiple types of inspections for one item. Select tasks to be performed during this type of inspection.

    For example, you could define an installation inspection type with three different section codes. You can include the same task, Verify Power is Shut Off, in each section.

    One section can contain multiple tasks. After you select each task, the information you set up for the task (measurement type, high value, low value, etc.) is displayed in the grid.

  6. Save the configured inspection setup.
  7. To review the structure of the configured inspection in a tree view, click Preview on the Inspections Setup form to open the Inspections Setup Preview form. On this form, you can click on any of the tasks in any of the sections to see details about the task.

To add a new inspection setup that is similar to an existing one, use the Inspections Setup Copy form.

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