Home
Author & Assign Forms for Inspections
This section provides information on how to create forms for inspections and assign it to inspectors.
How to author, schedule and assign forms
Form Author creates forms with multiple questions for asset inspections and publish them. The published forms are assigned to technicians depending on their availability.
Author forms and publish
Create forms with pages, sections, and questions within sections, and publish them. Technicians use the published forms while conducting inspections to fill data and submit them based on the use case using the mobile application.
Bulk Upload Forms
You can bulk upload one or more forms from the excel sheet to save the time of form creation.

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?
mInspections helps form authors to create forms and helps technicians to inspect 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 mInspections Web Application
  mInspections web application is organized into four sections. They are:
- How to author, schedule and assign forms
  Form Author creates forms with multiple questions for asset inspections and publish them. The published forms are assigned to technicians depending on their availability.
  - Pointers for creating an effective form
  - Author forms and publish
    Create forms with pages, sections, and questions within sections, and publish them. Technicians use the published forms while conducting inspections to fill data and submit them based on the use case using the mobile application.
    - Configure and comprehend PDF preview details
      Configure the PDF by selecting required elements or attributes present in the Header, Subject, Summary Page, Footer, and Body Content sections on the left side pane.
    - Import Questions from previously created forms
      You can import pages, sections and questions from previously created forms to add questions quickly.
    - Create forms from existing forms
      You can copy an existing form and create a new form instantly.
    - Edit forms and questions
      As a Form Author, you edit forms to meet the new requirements of asset inspection. You can change the name of the form, description, edit and delete pages. You can also edit, drag drop, copy, and delete sections, and questions.
    - Bulk Upload Forms
      You can bulk upload one or more forms from the excel sheet to save the time of form creation.
  - Schedule forms and assign them to technicians
  - Create inspection forms from templates
- 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
  View all issues and actions in the Observations section. These issues and actions are created by the Technicians in the mInspections application while doing inspections.
- How to create ERP Notification against an asset
  Create a notification for equipment or functional location while conducting 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 inactive forms and restore them when needed. Or you can permanently delete them when they are no longer required for asset maintenance.
- 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 quickly and effortlessly.
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.

Bulk Upload Forms

You can bulk upload one or more forms from the excel sheet to save the time of form creation.

Download the excel template, add information to the excel and then upload it to create a new form.

To bulk upload the forms:

In the My Forms screen, click the More icon on the top right corner.
Hover the mouse on Download Excel Template and select Embedded (For mWorkOrder) or Standalone (For mInspections).

Figure 1. Download Excel Sheet

Selected template excel file is downloaded.
Fill the excel file with the required data.
Navigate back to My Forms screen.
Click the Create New button on the top right.
Hover the mouse on Upload Excel and select Embedded (For mWorkOrder) or Standalone (For mInspections).

Figure 2. Upload Excel File

The File Explorer window is displayed.
Select the previously filled excel file and click Open.
In the Progress pop-up, click Review and then Close.
Form uploaded successfully message appears and you can see the uploaded form in the list with Draft status.