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Table of Contents
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Assigning an Inspection Template to a PM

A great way to ensure your inspections are being done in a consistant way during your preventive maintenance services is to add an inspection template to your PM’s within your asset file. See adding PM’s to assets. Insert link here. Anytime you assign the PM VMRS code to a work order for that specific asset the inspection will be added to the PM line.

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In this case PMB MACK Dump was selected. You can now see an inspection has been added to this PM.

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Assigning an Inspection Template to a Work Order

You can also add an inspection template to the work order line. Once the line is added, if you click on the job line you will see the inspection button at the bottom left. The (blue star) sign means no inspection has been added.

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Click “proceed” and the inspection will be added to the job line. You will see a red ! next to the inspection indicating it has not been completed.

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Completing an inspection

Once the inspection is added to the work order the technician must complete it before the the line can be closed. To access the inspection, click on the job line that contains the inspection, and click on the inspection button with the red !.

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When you start the inspection you will see all of the sections with their respective steps below. Click on the down arrow next to “incomplete” on the right side of the step to expand the section.

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