01What it is
An inspection plan is a recurring task for one asset: inspection type, frequency in days and next due date. The asset can be a tool or equipment from the register, or equipment entered by name only.
A completed record saves the date, the performer, the report number, the cost and a PDF document. After the first record the next date is calculated automatically: the date of the last completion plus the frequency.
A plan with records is part of the register and cannot be deleted. When the equipment is no longer used, clear Plan active.
- THE DATE SETS ITSELF
- Last completion plus the frequency.
- A DOCUMENT WITH THE RECORD
- A report or certificate as a PDF.
- DISABLE, DO NOT DELETE
- A plan with a history stays in the register.
02What it is for
Nothing lapses
A notification 7 days before the due date of an active plan.
Documents ready for an audit
Statutory inspection reports and calibration certificates in one register.
Start of the day
Tiles: overdue and within 14 days.
Cost of inspections
People with access to finance see the cost of a record.
03Main options
The screen has two tabs, Plans and Completed, and the plan and completed record windows.
Asset, type, last done and next due
Tiles: inspection plans, overdue and within 14 days.
- Next due date in red when it has passed; “plan disabled” for an inactive plan
- Warehouse filter by the tool’s location
- Row menu: Mark as done, Edit, Delete a plan without records
Date, performer, report and PDF
The Mark as done window for an active plan.
- Date done (not in the future) and the performer, for example an inspection body or the manufacturer’s service
- Report number, cost (with access to finance) and a PDF document
- After saving, the application gives the next due date
Register of completed inspections
The Completed tab with records from the newest.
- Date, asset, performer, report number and cost
- Open document in the row menu
- Deleting a record recalculates the plan date from the previous completion
04Tasks step by step
- STEP 1Open Modules › Materials and equipment › Equipment maintenance and choose New inspection plan.
- STEP 2Choose a tool from the register, or “Not applicable” and enter the asset name.
- STEP 3Enter the inspection type, the frequency in days and the next due date. Save.
- STEP 1In the plan’s row menu choose Mark as done.
- STEP 2Enter the date, the performer and the report number, and attach the PDF.
- STEP 3Choose Save. The plan date moves on by the frequency.
- STEP 1Choose Edit in the row menu.
- STEP 2Clear Plan active and save. The completed records stay.
05Actions
The most common tasks for equipment maintenance.
New inspection plan
A recurring inspection of a tool or piece of equipment.
Mark as done
A record with the date, performer and PDF.
Open document
The report from a completed record.
Overdue
Plans whose due date has passed.
06What it connects to
Choose a module to see which equipment the inspections concern.
Tools
A tool’s plans are visible on its card, on the Inspections and service tab.
Go to the topicToolsCompany equipment
An overdue inspection changes the badge on the equipment card.
Go to the topicCompany equipmentActivity log
Saving and changing a plan stays in the activity log.
Go to the topicActivity log