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 Template
From RTA Web, clicking the Inspection Templates menu option under Inspections, users have the ability to create a new Inspection Template by selecting the + button in the Search Menu, top right corner.
You will need to add an inspection template name and description. The template name is limited to a 15 characters and is a required field.
Adding a Section
Once you give your 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.
When you finish adding your major sections you will see three different action buttons next to each section.
This action button will add steps or inspection items under each section of your inspection template.
This action button will duplicate or copy a section.
This action button will delete a section you no longer need.