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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.
Create inspection forms from templates
Create form templates
Create a form with sections and questions.

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.
  - Schedule forms and assign them to technicians
  - Create inspection forms from templates
    - Create form templates
      Create a form with sections and questions.
    - Import Questions from template
      You can import sections and questions from the template to create a form quickly.
    - Create templates from existing templates
      You can copy details of an existing template and create a new template instantly.
    - Edit form templates
      As a Form Author, you can edit form templates to meet the new requirements of asset inspection. As part of editing a form template, you can change the name of the form, description, asset details for which you want to create a form. You can also edit, drag drop, copy, and delete pages, sections, and questions.
    - Archive form templates
      Archive form templates when they are no longer required for asset inspection and also restore archived forms and delete forms.
- 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.

Create form templates

Create a form with sections and questions.

To create a form template:

Click the Templates section on the left-side pane.

Figure 1. Templates Screen

The Templates screen with the list of draft and ready form templates is displayed.
Click the Create New button.

In the Template Details screen, fill in the following details.

Table 1. Fill Template Details
Field	Description
Template Type	Select template type Standalone or Embedded. Note: Standalone template is for mInspections application. Embedded template is for mWorkOrder application.
Template Name	Enter a name of the template. For example, Equipment Inspection Template.
Template Description	Add a short description about the template.

Figure 2. Template Details Screen

Click the Save & Next button.

Figure 3. Create Template
In the Template Details screen, add sections and questions and click Mark Ready to save the template.
A message Form template is created successfully is displayed and the template appears with the Ready status in the templates list. If you leave the creation in the middle without submitting the template then it is displayed with the Draft status.
In the Forms that will reflect Template changes window, select a form if the form is already created using the template to reflect the changes and click Done.