Create Inspection Report with checklist

by | May 5, 2017

When creating an Inspection Report with checklist, you must be sure the checklist is registered with all checkpoints registered with a status.
To register a checklist, you must go to Settings, and then “Checklists” under Connected Content. Here you will choose which Control Categories are relevant for the checklist. The checklist will only be available on relevant equipment with the selected Control Categories.

After you have finished registering your checklist, you can preview checklists with or without procedures.
See: Checklists

Inspections with checklist are created from the equipment in the Job-tab.
See: Create Inspection Report

You can transfer checkpoints from earlier archived checklist, for example if the comments are the same for consecutive checklists.

It’s possible to add multiple pictures to checkpoints, and these will be included on the archived document.

After the Inspection Report with the checklist has been archived, both documents will be available on the equipment.
The logged on company can decide if the checklist should be available for the equipment owner in Settings – System Setup. Otherwise, the owner will only see the Inspection Report document with the remarks from the checklist included.

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