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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.
Pointers for creating an effective form

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
    - Scan
      Scan response type helps to scan and inspect the correct asset, which minimizes human error when capturing information and saves time with accurate and quick data entry.
    - Instructions
      Instructions response type is used to provide detailed instructions or guidelines to the operator or technician, ensuring they follow safety protocols before performing the task.
    - Read Only Field
      Read Only field response type is used in asset maintenance checks or inspections to display important information and prevent accidental changes to critical data. This response type is disabled for editing.
    - Text Answer
      Text Answer response type is used to provide a detailed response if any malfunctions are observed. Text answers are used when a simple "yes" or "no" response isn’t sufficient.
    - Hyperlink
      Hyperlink response type is use to link to external documents, such as user manuals or safety sheets.
    - Slider
      Slider response type is used to select a value from a continuous range for equipment performance parameters.
    - Date Range
      Date Range response type is used to add date range of particular action or item.
    - Number
      Number response type is used to capture numerical data, such as pressure, temperature, or other measurable values. You can configure the response type to view the historical data of unit and range values and enter decimal and negative values when filling tasks that have a number response type.
    - Date and Time
      Date and Time response type is used to set future service dates or deadlines.
    - Checkbox
      Checkbox response type is used to check off tasks as they are completed.
    - Attachment
      Attachment response type is used to upload files, such as photos or PDFs, to provide additional context.
    - Geo Location
      Geo Location response type is used to add equipment or asset location, which ensures the operator or technician is physically at the right location for the equipment inspection, preventing remote or incorrect inspections.
    - Multiple Choice
      Multiple Choice is used to select predefined conditions for the equipment quickly.
    - Global Picklist
      Global Picklist response type provides standardized lists that can be reused across different forms, ensuring consistent data entry such as, a list of manufacturers or equipment types.
    - User
      User response type is used to display the current user when a user adds the form to the work order in the mWorkOrder mobile application.
    - Signature
      Signature response type is used for authentication and to confirm task completion.
    - Conditional Logic
      Conditional logic in mRounds allows you to create dynamic tasks that adjust based on operator or technician responses.
  - Create and Publish a Form
    Create forms with pages, sections, and questions within sections, and publish them for asset maintenance.
  - 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.

Pointers for creating an effective form

A well-thought-out and structured form gives context for your technicians and helps them to complete their work quickly, correctly, and efficiently. Design your form comprehensively to:

Capture all the required information about the assets.
Make it simpler to do inspections in an orderly manner.
Enhance the field user experience.

Follow the below pointers to create an effective form:

Pages and Sections

Sections are groups of questions bunched together and pages may be either one or a group of sections. This logical organization of questions helps you to complete inspections quickly.

Structure forms using the following hierarchy:

Pages
Add pages to navigate quickly to the next page in the mobile application.
Sections
Add sections inside each page to group relevant questions together.
Questions
Add logical questions under each section with different response types along with the required conditional logic.
Standard Response Types
Standard response types are predefined formats that help capture asset inspection data consistently and efficiently. Standard Response Types are categorized into Responses and Picklist.
The application supports the following Standard Response Types: