01What it is
An inspection plan is a recurring task for one asset: the inspection type, the frequency in days and the next due date. The asset can be a tool or equipment from the register, or gear entered by name only. The menu item is visible in extended mode.
A completed record stores the date, the performer, the report number, the cost and a PDF document. After a record the next due date is worked out for you: the date last done plus the frequency.
A plan with records is part of the register and cannot be deleted. When the equipment goes out of use, untick Plan active.
- THE DATE WORKS ITSELF OUT
- Last done plus the frequency.
- A DOCUMENT WITH THE RECORD
- A report or certificate in PDF.
- DISABLE, DO NOT DELETE
- A plan with history stays in the register.
02What it is for
Nothing slips
A notification when an active plan is 7 days from its due date or past it.
Documents for checks
Inspection reports and calibration certificates in one register.
Start of the day
Tiles: overdue and within 14 days.
Cost of inspections
People with finance access see the cost of a record.
03Main options
The screen has two tabs, Plans and Completed, and the plan and completed record windows.
Asset, type, last done and next due
Tiles: inspection plans, overdue and within 14 days.
- The next due date in red once it has passed; “plan disabled” on an inactive one
- Store filter by the tool's location
- Row menu: Mark as done, Edit, Delete inspection plan without records
Date, performer, report and PDF
The Mark as done window on an active plan.
- Date done (not in the future) and performer, for example an inspection body or the manufacturer's service
- Report number, cost (with finance access) and a PDF document
- After saving, the app shows the next due date
The register of completed inspections
The Completed tab with records from the newest.
- Date, asset, performer, report number and cost
- Open document in the row menu
- Deleting a record recalculates the plan date from the previous one
04Tasks step by step
- STEP 1Open Modules › Subcontractors and equipment › Equipment inspections and choose New inspection plan.
- STEP 2Choose a tool from the register or Not applicable, and enter the asset name.
- STEP 3Enter the inspection type, frequency in days and next due date. Save.
- STEP 1In the plan's row menu choose Mark as done.
- STEP 2Enter the date, the performer and the report number, and attach the PDF.
- STEP 3Choose Save. The plan date moves on by the frequency.
- STEP 1Choose Edit in the row menu.
- STEP 2Untick Plan active and save. The completed records stay.
05Actions
The most common tasks with equipment inspections.
New inspection plan
A recurring inspection of a tool or piece of equipment.
Mark as done
A record with a date, performer and PDF.
Open document
The report from a completed record.
Overdue
Plans whose due date has passed.
06What it connects to
Choose a module to see which equipment the inspections cover.
Tools
A tool's plans are shown on its card in the Inspections and service tab.
Go to the topicToolsCompany equipment
An overdue inspection changes the badge on the equipment card.
Go to the topicCompany equipmentActivity log
Saving a plan and a completed record stay in the activity log.
Go to the topicActivity log