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Assigning an Inspection Template to a PM
A great way to ensure your inspections are being done in a consistent way during your preventive maintenance services is to add an inspection template to your PM’s within your asset file. Refer to Adding PM’s to assets. 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 + 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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NOTE: When viewing or adding defects during the inspection process, technicians should can use the "Mark as Resolved" box to indicate that a defect has been addressed. This feature is crucial for maintaining accurate records and ensuring that all identified issues are properly managed. It is recommended that the technician only mark a defect as resolved if they have completed the necessary repair or if the defect is deemed non-critical after further evaluationexits for non-critical items or quick repairs that don’t need a separate work order line such as airing up a tire or other quick fixes that don’t need a part posting relevant to a specific job.
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You will see a green checkmark next to the inspection when it has been completed. You can click the inspection button at any time to review any notes or items which passed or failed.
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