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Add an Inspection

  1. From the asset record you want to inspect, create a task with the activity of Inspect.
  2. From the same asset record, go to the Tasks section.
  3. Click the Task ID of the inspection you want to start.
  4. In the Overview header, click Start Inspection.
  5. Enter the Inspection Date field.
  6. The inspected By field defaults to the labor record associated with the signed-in user. If the signed-in user does not have an associated Labor record or if that value is inaccurate, enter the correct value in the Inspected By field.
  7. For each condition category, click on stars to set the condition category ranking.
  8. Enter notes specific to the inspection.
  9. Click Complete.

The saved inspection displays in the asset’s Inspections list.

For the Advanced Assets Extension:

  1. From the asset record you want to inspect, create a task with the activity of Inspect.
  2. From the same asset record, go to the Tasks section.
  3. Click the Task ID of the inspection you want to start.
  4. In the Overview header, click Start Inspection.
  5. Enter the Inspection Date and Inspected By fields.
  6. For each condition category, select or enter the measured value.
  7. Enter any Condition Details available.
  8. Enter notes specific to the inspection.
OPTIONAL: Enter inspection details.
  1. Click Complete.
OPTIONAL: Click Add on any additional inspection details list, if available.
The saved inspection displays in the asset’s Inspections list.

 

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