Create Inspection (Web)
Things to Consider
After a company template is copied to your project, it becomes a project template that can be modified without affecting the company template from which it originated.
Project templates may be modified in the Project level Inspections tool throughout the duration of the project, but changes will only be reflected on project checklists that are created from the modified template.
You can use a default inspection template more than once.
To create an inspection for equipment, you must first configure the following settings:
The Equipment tool must be enabled for your project. See Add and Remove Project Tools.
Equipment records must be added to your project. See Add or Remove Equipment from Projects.
Equipment must be enabled on your configurable fieldset for inspections. See Edit Configurable Fieldsets.
Steps
Navigate to the Project level Inspections tool.
Click Create. Note: If your company does not yet have Company level inspection templates set up, you first need to create an inspection template.
Select Inspection.
Select a default inspection template from your list of templates from the drop-down menu. Note: Templates must be added to your project. See Add Company Level Inspection Templates to Your Project.
Enter the relevant information for each field.
Optional: Under Inspection Items Preview, review the inspection items and their response options.
Click Create.