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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 PMs 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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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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Print Inspections
If you are in a paper shop, you can print the inspection for use by the technician or print a completed inspection for filing purposes. In a paperless environment, you can continue the process digitally, with the inspection completed and saved electronically.
Click the print Icon.
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A PDF version of the inspection will then appear.
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From here, options can be selected, printed, emailed, downloaded, and copied.
Copy Link: Allows the user to copy the web address to the clipboard. The link can be shared by pasting it into any document. Anyone with the link will be directed to this WO Preview screen and able to view the invoice detail.
Download: Downloads the previewed document to a local station.
Attach to Email: Creates an email file containing a link to the page. This fill will open in the users local email reader where it can be sent to a recipient.
Print: Connects to local network printer setup.
Options: Can add or take away notes, prompts, defects and the Technicians name.