How to conduct inspections using assigned forms

Inspections contain detailed tasks for asset inspection check. As a field technician, you just have to follow the steps to execute asset maintenance tasks and capture data.

To inspect an asset assigned to you:

  1. In the Inspections screen, tap the My Inspections tab.
  2. Select an inspection.

    The Inspection Details screen is displayed.

    In this screen, you can,
    • View the details like Title, Description, Plant, Author, Shift, Start Date & Time, and Due Date & Time.
    • View relevant notes and attachments like images and PDFs, in the Notes and Attachments section.
    • View additional information in the Additional Details section.
    • Skip the inspection by selecting a relevant reason such as Plant Shutdown, Insufficient Resources/Spares, Locations/Assets Inaccessible, Environmental Hindrance, Safety Concerns, or Others. To skip the inspection, tap the More icon > Skip Inspection. The skipped inspection is displayed in the My Inspections tab with the Skipped status and then removed after 24 hours (configurable).
    Figure 1. Start Inspection


  3. Tap Start Inspection
    The Asset Details screen with the list of questions is displayed.

    In this screen, you can,

    • Navigate through the inspection using the Previous and Next icons and execute questions.
    • View only open questions using Show Open Questions Only slider.
    • Navigate through the pages using Page 1, Page 2, Page 3, and so on buttons.
  4. Expand each section in a page to fill the details in the question as you do inspection.
    Figure 2. Expand Sections


    The count of questions is displayed on the individual sections. The total count of questions shown in the progress bar is equal to the count of questions shown in each section. If there are condition logics like, Ask or Hide Questions then the count increases or decreases accordingly and if a question is skipped or unskipped then the count in the section is not affected.

  5. Fill the details in the question using any of the following choices.
    • Read Only Field
    • Text Answer
    • Number
      • Number with the Unit of Measurement
      • Number Range
      • Popup Message Based on Number Range
    • Check box
    • Scan
    • Date and Time
    • Slider
    • Geo Location (To capture an asset location)
    • Date Range
    • Photo
    • Signature
    • Hyperlink
    • Instructions
    • Multiple Choice
    • Global Picklist
    Note:

    You can enter decimal and negative values when filling questions that have a number response type.

    In the question, you can,
    • Tap the Photo icon to add attachments such as photos, videos (up to 1 minute), or documents (PDF, Word, or Excel) of an asset or equipment.
    • Tap the Note icon to add notes or additional information.
    • Tap the Actions icon to create an action for the asset. For more information, see Create an Action.
    • Tap the More icon > Create Issue to create an issue for the asset. For more information, see Create an Issue. When you tap Create Issue, a pop-up with following options is displayed:
      • Show Issues: Tap the option to view the history or previously created issues against the asset/location.
      • Create New Issue: Tap the option to create or raise a new issue.
      • Cancel: Tap the option to cancel the issue creation process.
    • Tap the More icon > Show Additional Details to create an issue for the asset.
    • Tap the More icon > Skip question to skip the question when it is not mandatory or not required. Tap Unskip near the skipped question to unskip the question.
      Note: Select a relevant reason such as Offline, Out of Service, Inaccessible, Task not relevant, or Others to skip the questions. You can provide a custom response if the reason is not present in the drop-down. When you skip a question, provide a reason, it is marked as skipped. The Questions Summary section displays the count of skipped questions within each asset, and the progress bar excludes skipped questions from the completed count. The skipped status of questions reflects in both the generated PDF and the Inspections screen.
  6. Tap Page 1, Page 2, or Page 3... to navigate to the next page.
  7. Tap the Save button if you want to save and update the Form details later.

    A message "Inspection Saved Successfully" appears, and the status of the inspection is changed to In Progress. This saved inspection appears in the My Forms tab under the In Progress section.

  8. Tap the Submit button after filling in all the details.
    Figure 3. Submit Inspection


    A message "Inspection Submitted Successfully appears" with the Share Inspection, Download Inspection, and Go Home buttons, and the status of the inspection is changed to Submitted. This submitted inspection appears in the Submitted section under the My Inspections tab.

    Figure 4. Submitted Inspection