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 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.
When you finish adding your 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 the inspection template.
This action button will duplicate or copy a section.
This action button will delete a section you no longer need.
Adding Steps to your Sections
To add steps to the inspection click on the icon in the section you want to add steps to.
These steps would be any items you want the technician to check during the inspection of the specified asset. Type the name of the item to be inspected adjust the max loacations and click “save”.
Max locations is a count of how many places each step needs to be checked. A good example would be brake measurements or tire pressures. While this is one step, there will be multpile locations to inspect. You set the max loactions while adding each step, then each location is added as you complete the inspection. Refer to completing an inspection here: RTA Web - Assigning and Completing an Inspection
Prompts and Defects
Once you are finished adding your steps, you have the ability to add prompts and defects. Prompts are to given direction of what is being inspected, such as “brale measurements in 32nd’s” in the above example.
To add a prompt and defect, click on the step you would like to add them to. You will see the step label and max locations appear with a section to add a prompt or defect by clicking the button. You must do this for each step you need either a prompt or defect for.
To add a defect click the button. A defect will automatically add a line to the current work order so the repair can be completed once the inspection is finished.
Add the defect VMRS code, then give the defect a description. You can select a repair type, and cause code, and also automatically update the vehicle status. Once the selections are complete, click “save” to add the defect to your inspection step.