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Inspection

Inspection plans include two types: spot inspection and group inspection. These are long-term, regularly scheduled tasks designed for equipment maintenance or daily routine patrol work.

You can use it to:

  • Create and manage inspection plans.
  • Monitor and track all inspection tasks.
Term Description
Plan Progress Assigned inspection jobs / Total inspection jobs under this plan.
Completion Rate Completed inspection jobs / Total planned inspection jobs.
No. of Remaining Jobs Number of assigned inspection jobs + inspection jobs yet to be generated.

Below is the inspection plan and job status explanation:

Status Description
Inspection plan status Not Started: The current date is before the effective date. The plan is editable.
Ongoing: The current date is between the effective date and end date. The plan is editable.
Ended: The current date is past the end date. The plan is no longer editable.
Inspection job status Assigned: The inspection job has been generated according to the plan, but no one has started it yet.
In Progress: The operator is currently executing the job, but has not submitted the result yet.
Not Executed: The job was not completed before the scheduled end time and can no longer be executed, or it was only partially executed (as with route inspection).
Executed: The job has been completed and the result has been submitted.
Cancelled: The inspection job was generated but canceled by the administrator.

Add Inspection Plan

  1. Click “Inspection Plan" tab and click "Add" on the top right corner
  2. Input "Plan Name"
  3. Select "Plan Type"
    Note: Spot inspection is associated with equipment. Group inspection is associated with location.
  4. Select "Yes" or "No" under "Is Route?"
    Note: If you select "Yes", the operators must carry out the tasks in the configured order. If you select "No", there are no requirements about the order of the tasks.
  5. Select "Location" for group inspection. Select "Location and Equipment Name" for spot inspection.
  6. Select "Job Class" and "Priority" configured on the Custom Configuration page.
  7. Select "Operator" configured on the User Management page.
  8. Select "Tag" configured on the Custom Configuration page.
  9. Set "Frequency Setting"
    Note: The effective date indicates the start date of the inspection plan. You can choose not to set an end date; if no end date is set, the inspection will not conclude until you delete it. When selecting inspection times, the "End time" must be later than the "Start time," and you can select up to 8:00 AM the next day.

    There should be no overlap in the times for frequency. For example, if you set up a daily inspection plan A with two frequencies set from 6:00 - 8:00 and 23:00 - 7:00 (the next day), it cannot be submitted because the latter overlaps with the time of the first inspection on the following day. However, if A is a three-day inspection plan, it can be successfully submitted because spanning days does not affect the next execution.
  10. Select "Holiday"
    Note: It means if there are time overlap between the holiday and the inspection job time, the corresponding job will follow the holiday settings when "Skip the Work" option is selected. If you select "Holiday Inspection Time" under "Holiday Settings", you can select specific work time on holidays and then operators will carry out inspection jobs at that time on holiday.

    If you see the holiday repeat interval is every year from MM-DD~MM-DD, it means the holiday setting will recur every year. If you see the holiday repeat interval is YYYY-MM-DD~ YYYY-MM-DD, it means the holiday setting will only occur in this time period.

    You can also set multiple holidays within one inspection.
  11. Set the task about the equipment or location.
    Note: If you configured the task about the location or equipment on the Task Group page, you can just select corresponding task. You can also add new task by clicking "Add Task Group".
  12. Click "Submit".
    Note: You can click "Preview" to view the inspection you configured before it generated inspection job.

Execute Inspection Job

  1. Click "Inspection Job" tab
  2. Filter the "Assigned" inspection job
  3. Click "Assign" on the "Actions" column or enter the detail page to click the button.
  4. Complete all required tasks.
    Note: If the "Fail/Pass" result is "Fail" or a value exceeds the configured range, you must create an abnormal work order. For route inspections, you must execute inspection jobs following the location sequence. You can skip some locations, but the inspection job status will then become "Not Executed".
  5. Input the notes and upload the image.(Optional)
  6. Click "Submit".
    Note: You must execute and submit results before the scheduled completion time. However, if you have configured "Late Execution Settings" on the Custom Configuration page of the Maintenance suite, you can submit according to your settings.

Cancel Inspection Job

  1. Click "Inspection Job" tab
  2. Filter "Assigned" inspection jobs.
    Note: Select "Assigned" under "Job Status" field and click "Search".
  3. Find the inspection job you want to cancel
    Note: If there is only one inspection job needs to be cancelled, you can turn to step 4; If there are many inspection jobs need to be cancelled, you can select their check box and click "Batch Cancel" button, then turn to step 5.
  4. Click "Cancel".
  5. Enter a cancellation reason.
    Note: The cancellation reason will be displayed on the inspection job detail page.
  6. Click "Confirm".
    Note: The inspection job status will change to "Cancelled".

Spot Check Inspection Job

  1. Click "Spot Check" on the "Actions" column.
  2. Select "Fail" or "Pass".
  3. Enter the inspection result description.
  4. Click "Submit".
    Note: Each executed inspection job can only be spot-checked once.