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User Guide for mInspections
  1. Home
  2. Author & Assign Forms for Inspections

    This section provides information on how to create forms for inspections and assign it to inspectors.

  • Title and Copyright

    Copyright and Terms of Use page for Connected Back Office.

  • Preface

    Understand audience, know related documents and products and conventions followed in this document.

  • What is the mInspections application

    mRounds helps form authors to create forms and helps technicians to inspect an equipment, record asset data, and submit scheduled forms with Form Authors.

  • Use mInspections to Conduct Inspections

    This section provides overview of the mInspections application on how to use mInspections mobile application to conduct inspections and record data

  • Author & Assign Forms for Inspections

    This section provides information on how to create forms for inspections and assign it to inspectors.

    • How to log into Web Application

      Open the application using the URL and login with your User ID and Password.

    • Overview of the Forms Web Application

      Forms Authoring application’s features are organized under four sections. They are:

    • How to author, schedule and assign forms

      Form Authors can create forms with multiple questions for asset inspections and publish them. Once published, the forms can be assigned to technicians depending on their availability.

    • How to view Forms status

      Form Authors can closely monitor progress of inspections by viewing the status of scheduled forms.

    • How to view forms and form details

      You can view forms list and form details from the Forms tab in the Scheduler section

    • How to view issues and actions

      As a Form Author, you can view all the open issues and actions created by the technicians from the mInspections application while having inspections and filling the data, in the Observations dashboard.

    • How to create ERP Notification against an asset

      Create Notification for equipment or functional location while doing inspections. The Notification triggers in the backend SAP system with a notification number.

    • How to archive, restore, and delete forms

      As a Form Author, you can archive forms when they are no longer required for asset inspection and also restore archived forms and delete forms.

    • How to search and filter forms, inspections and templates

      Search and filters are powerful options for finding information quickly, easily, and accurately. They help you to get the information you need with minimal effort.

  • How to add Master Data

    Use the Master Configuration module to add master data. As an admin, you can create master data like plants, assets, locations, units of measurements, and global response set data that can be used to create forms and rounds.

  • How to onboard Tenants/Super Admins

    Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.

  • How to onboard Users and Assign Roles

    Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.

Author & Assign Forms for Inspections

This section provides information on how to create forms for inspections and assign it to inspectors.

  • How to log into Web Application
  • Overview of the Forms Web Application
  • How to author, schedule and assign forms
  • How to view Forms status
  • How to view forms and form details
  • How to view issues and actions
  • How to archive, restore, and delete forms
  • How to search and filter forms, inspections and templates
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