Equipment Inspections
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      Create an Equipment Inspection Template

      OVERVIEW:

      If no inspection template exists for a piece of equipment, OR a new equipment item has been acquired, you will learn below how to create an Equipment Inspection Template for it.

      The first step is to specify some details for the new template. Drop-down options are provided for some of those details. If there is not an appropriate option available, there are instructions below for adding one.

      The second step of the process is to create a list of relevant inspection questions. The process is similar to developing an Audit template.

      GETTING STARTED  

      1. Click Administrative Tools in the left menu
      2. Click the large icon on the left of the Equipment Management card

      CREATING A NEW EQUIPMENT INSPECTION TEMPLATE  

      STEP 1

      1. Click Administrative Tools in the left menu
      2. In the Equipment Management card, click the Gear/Settings icon

      STEP 2

      1. On the left, select Equipment Inspection Templates, the last item in the menu
      2. At the top, click Create New

      CreateEquipmentInspection-1

      STEP 3

      A  In the Add Equipment Inspection Template window, type in a Title for the new Template
      B  In the Category field, use the drop-down to select a Template Category 

      If there is no appropriate Category in the list, you can add a new Template Category by clicking the Plus Sign; typing in the Name of the new Category; clicking Save; then closing the window.

      C  Optionally, in the Renewal Days field, you can add the number of days between inspections
      The system will automatically calculate the date of the next inspection, which will appear in List View

      D  Click Save

      CreateEquipmentInspection-2

      ADDING QUESTIONS TO THE NEW INSPECTION TEMPLATE  

      STEP 1

      A  On the left, click Questions to begin adding questions to the new Inspection Template
      B  At the top, click Create New, then for the first question, select the type of question you want

      CreateEquipmentInspection-3

      STEP 2

      A  In the Question field, write in the first question you want to include
      B  Although not required, it’s a good idea to choose a Category from the drop-down options. If an appropriate Question Category isn’t listed, click the Plus Sign in that field and add one.
      C  If it is a Yes/No Question, you’re done; click Save at top

      However, with other types of Questions, there may be additional information to include. For example, for a Multiple Choice question, click the Plus Sign at the bottom once for each multiple-choice answer you want to include.

      CreateEquipmentInspection-4

      •  Continue this process until all the Questions have been added. You will see them all listed in that Inspection Template’s list of Questions

      ADDING OPTIONS TO THE DROP-DOWN FIELDS  

      These are the fields that appear in the Add Equipment window.

      STEP 1

      1. Click Administrative Tools in the left menu
      2. In the Equipment Management card, click the Gear/Settings icon

      STEP 2
      A   On the left, select either Equipment Categories, Equipment Locations, or Equipment Template Categories
      B   Click Create New at top

      CreateEquipmentInspection-5

      STEP 3
      A   In the Add Item window, type in the Name of the new item you are adding
      B   Click Save, and close