Page Comparison

Creating and using inspection templates in your operation can help ensure all relevant factors are considered during an inspection, and can help make the process more efficient and consistent. Inspection templates will standardize inspection procedures across different locations and can be customized for each asset class as needed.

Creating an inspection is a multi-step process where the user will define the overall scope of the inspection by creating each level of inspection tied to specific areas of the asset as well as steps within each of those areas.

Creating an Inspection Template

1. From RTA Web, click the Inspection Templates menu option under Inspections

   

2. Click the + button in the top right corner

   Image RemovedImage Added

3. Provide a name for the template (15 character limit)

   

4. Provide a description that helps identify the use case for the template (40 character limit)

5. Click Add

Adding a Section

Once you give the inspection template a name and description you will then want to start adding the sections of the inspection. The sections are the major areas of the asset you want inspected.

...

This action button will delete a section you no longer need.

Adding Steps to your Sections

1. To add steps to the inspection click on the + icon in the section you want to add steps to.

   1. These steps would be any items you want the technician to check during the inspection of the specified asset.

      

2. Enter the following information for the step:

   1. Add Step Label (Action to be taken in that section)

   2. Add Max Locations (How many iterations of that action need to be taken)

      1. For example, checking tire pressure occurs on each tire so if there are 4 tires, then the max locations would be 4

         

      2. Click Save

...

...

Prompts and Defects

Adding Prompts

Once you are finished adding your steps, you have the ability to add prompts and defects.

...

1. Click on the step you’d like to add the prompts to

   

2. Click the + button to add a prompt You must do this for each step you’d like a prompt for

3. Enter the following information:

   1. Prompt Name

   2. Prompt Label

   3. Select the Required Field box if the field is required

      Image RemovedImage Added

4. Click Save

Adding Defects

Create a list of all possible defects that could be found for the item being inspected. If an items fails the inspection, the technician will select from these defects to identify the problem and a repair item will be created on a work order. Defects must be added to the template in order to mark an item as defective unless an override password is provided. The list of defects can be very specific or quite generic, depending on the level of detail desired.

...