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Assigning an Inspection Template to a PM

A great way to ensure your inspections are being done during your preventive maintenance services is to add an inspection to your PM’s within your asset file. See adding PM’s to assets. Insert link here. Anytime you assign the PM VMRS code to a work order for that specific asset the inspection will be added to the PM line.

If you click the line below “Inspection” you will get a pop up box with a list of inspections to add to this PM.

In this case PMB MACK Dump was selected. You can now see an inspection has been added to this PM.

Assigning an Inspection Template to a Work Order

You can also add an inspection 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 (blue star) sign means no inspection has been added.

Once you click to add an inspection you will see a list pop up of all the inspections created in the system.

Choose the inspection you want to add and click “save”. You will get a “proceed” with action popup. Once and inspection is added it must be complete before the job line can be closed.

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.

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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