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Creating Asset Inspection Forms using the Web App
This chapter outlines the features of the web application, including creating and scheduling forms, managing issues and actions, creating ERP notifications, and performing archive and search functions.
Create and Schedule Forms
Form Author creates forms with multiple questions for asset inspections and publishes them. The published forms are assigned to technicians depending on their availability.
Create and Publish a Form
Create forms with pages, sections, and questions within sections, and publish them for asset maintenance.
Bulk Upload Forms
You can save time by bulk uploading one or more forms from an Excel sheet instead of creating them individually.

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.
Introduction to mInspections
This chapter provides an overview of the mInspections application for Plant and Asset maintenance, covering topics such as its benefits, new features, enhancements, and system requirements.
Conducting Inspections using the Mobile App
The chapter discusses the mInspections mobile application, outlining its features which include conducting inspections, creating ad-hoc inspections, and managing issues and actions.
Creating Asset Inspection Forms using the Web App
This chapter outlines the features of the web application, including creating and scheduling forms, managing issues and actions, creating ERP notifications, and performing archive and search functions.
- Overview of the Web Application
  The mInspections web application features sections for managing forms, scheduling inspections, monitoring issues, and handling archived forms. Users can create, edit, schedule, monitor, and archive forms, as well as manage follow-up actions and use templates for regular inspections.
- Create and Schedule Forms
  Form Author creates forms with multiple questions for asset inspections and publishes them. The published forms are assigned to technicians depending on their availability.
  - Pointers for creating an effective form
  - Create and Publish a Form
    Create forms with pages, sections, and questions within sections, and publish them for asset maintenance.
    - Create a Form using Generative AI
      Create a customized form quickly using AI by giving prompts with additional attributes. This feature helps reducing time and effort required to create digital forms.
    - Configure Round Plan Details PDF
      Configure the PDF on the left side pane to customize what information appears in the PDF reports generated from completed round plans such as attributes present in the Header, Subject, Summary Page, Footer, and Body Content sections. This ensures that the right data, such as task details, equipment status, and operator actions, are clearly presented in the final report.
    - Import Questions from Template
      You can quickly add questions by importing pages, sections, and questions from existing forms.
    - Create Forms from Existing Forms
      You can copy an existing form (duplicate) 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 save time by bulk uploading one or more forms from an Excel sheet instead of creating them individually.
  - Create Inspection Forms from Templates
  - Schedule and Assign Form
    Inspections can be scheduled at header or question level based on dates or frequency such as daily, weekly, bi-weekly, or monthly. Technicians can be assigned based on their availability during shifts and slots, but only published rounds can be scheduled and assigned.
- Create Ad-Hoc Forms
  Generate and schedule an Ad-hoc form from Published or Scheduled forms from the web app for emergency situations.
- Monitor Inspections
  Monitor inspections execution by viewing the status of inspections and accessing forms and inspection details.
- Create and Manage Issues and Actions
  Manage issues and actions in the Observations section of the mInspections application. Technicians create and view these while executing inspections, with email alerts sent for issue/action creation, assignment, and closure.
- 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.
- Manage Inspections
  This section covers topics such as Archive, Restore, and Delete Round Plans, as well as Search & Filter functionality for Rounds, Issues, and Actions.
Working with Master Data
Use the Master Configuration module to add, modify, activate / deactivate Plants, Shifts, Location, Assets, Unit of Measurement, and Global Response Set 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.
Onboarding 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.
Onboarding Users and Assigning 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 save time by bulk uploading one or more forms from an Excel sheet instead of creating them individually.

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.