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Inspections App

Inspections​

Inspections app help service technicians perform multi-point inspections and standard operating procedures related to the customer's assets. These are step by step tasks to be performed by the service tech or inspector while performing an thorough inspection of the asset.

Daily, Monthly, Quarterly, Annual inspections can be created using inspection templates one-time.

Performing an Inspection​

From Maintenance App (Associated with a given asset)​

Each Maintenance Plan can be tied to an Inspection or Checklist. Once the maintenance plan is linked to the particular inspection template, it will prompt the service tech when the maintenance is due. Since each plan is associated with a given asset, the inspections are also associated with a given asset.

  • Click on the maintenance app to see all the reminders across all assets
  • Filter or Click on the particular tag to see reminders that are upcoming or due
  • Click on "Complete Job"
  • Click on "Complete Task". It will show "View Task" if you have already completed the inspection tasks
  • This will take you to inspection associated with the particular maintenance job
  • Click on the Group or Step to see the Tasks Detail on the right
  • Swipe left or hit Save & Next to go to next step

From Inspections App​

When you click on the inspection app, you will be able to see all the inspections that you are authorized to view. You will be able to see the inspections that in-progress or inspections that you can start and enroll.

  • Click on "in-progress" inspection to continue with existing incomplete inspections
  • Enroll a new inspection (if its not associated with a given asset) by clicking on Enroll

An inspection can only be associated with an asset in an Maintenance Plan.

Creating (or Editing) an Inspection Template​

Users who have access to "create" an inspection template will be able to create an inspection template with tasks and sub tasks.

  • Click on the (+) icon on the inspections to see the list of inspection templates
  • Click on the (+) icon again in the inspection template list to add a new inspection template
  • There are two ways to create a template
    • upload a JSON file (faster but requires some training)
    • use the online form (easier but could take time)

Inspection Template​

Inspection template is a task list. It consists of series of tasks. Each tasks consist of series of subtasks. Each subtask has an action to perform. A Template can have any number of tasks and a task can have any number of subtasks.

There are various types of actions:

  1. Show Video - show a training video, eg. how to open the hood video
  2. Upload Button - upload a document, eg. upload an image, take photo or upload report
  3. Dropdown - select from a custom drop down, eg. select from a list [in-progress, completed]
  4. Input Text - input text, eg. Enter comment
  5. Input Number - input text, eg. Enter meter reading
  6. Input Text Area - input text area, eg. Technician comments and notes
  7. Checkbox - input checkbox, eg. perform block and bleed test
  8. Show Document - show a PDF document, eg. link to show PDF
  9. Show Text - show text, eg. show the instructions
  10. Yes/No - select Yes/No, eg. is there leak on the pipe
  11. Pass/Failed/NA - select Pass/Failed/NA drop down, eg. Perform block and bleed test
  12. Show Image - show an image, eg. image shows which valve to turn off
  13. Input Signature - capture customer signature, eg. customer signature
  14. Rating - rate from 1-10
  15. Recommendation - capture NPS score

Each input task above can be configured to be mandatory or not. Each task (eg. input meter reading) can be configured to check for values using operators. operations include

  • greater than
  • less than
  • greater than and equal to
  • less than and equal to
  • equal to
  • not equal to
  • in between

Only when these input values pass (eg. meter reading is 150 PSI, Value is between 40 and 200 PSI), the task passes.

Inspection passes when all the tasks have passed.