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7.2 Create a New Inspection

Overview

Users can create a new inspection manually from the portal.

Steps

  1. Go to Operations.

  1. Open Inspections.

  1. Click New Inspection.

  1. Select the asset.

  1. Select the inspection template.

  1. Set the due date.

  1. Assign the inspection to a user.

  1. Save the inspection.

Tips

  • Use the correct template for the inspection purpose.

  • Assign inspections to the person responsible for completing them.

  • Use due dates to support follow-up and reporting. 

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