Inspections
Overview
In order to asses equipment on a periodic basis, Maintenance Pro enables users to formulate inspection checklists.
Each checklist item can be marked as OK or Failed. In case of a failure, there is an option to initiate a repair request for the item, which can then be addressed at a later time through a Work Order.
Inspection Template Setup
To create a new Inspection Template, click on the gear icon located at the top right and select "Inspection Templates."
An Inspection Template can be generated by clicking the "New" button.
The checklist can be named and also customized by linking preferred Inspection Tasks to the template.
Assigning Inspection Templates To Equipment
There are two methods to assign equipment to an inspection template. The first involves navigating to the Inspection Templates management screen through the gear icon.
Clicking the action gear on the right will display the "Add Equipment" option.
A list will appear, allowing any desired equipment to be selected by checking the corresponding boxes.
Inspection Templates can also be attached directly from the assignments section on the "Edit Equipment Screen."
Creating and Recording Inspections
Inspections can be created by clicking the gear symbols on the equipment screen. The inspection option will display with the inspection template name.
Note: If an Inspection Template is not attached, the New Inspection action in the menu will be nonexistent. Please refer the the prior topic Assigning Inspection Templates to Equipment
- Assignee - The individual conducting the inspection.
- Date - When the inspection took place.
- Meter Reading - Current odometer reading.
- Pass - Selected if everything is in satisfactory condition.
- Failed - Selected if issues need to be addressed.
- Remarks - Additional details can be provided if any failures are noted.
- Create Repair Request - Requests can be submitted for sections that have failed. Any information added in the remarks area will appear on the repair request. The priority of the repair can also be specified.
The "All OK" button can be marked at the bottom if all sections pass.
Finishing Pending Inspections
A Pending Inspection can be completed by locating the equipment on the Home Screen and selecting "Inspect."
The remaining items can be filled out and saved to complete the record.
DVIR Features For Fleets
The DVIR functions are an extension of the daily inspections feature to informed DOT standards for cars and trailers. It's features can be accessed within the through the organization profile under inspection templates.
DVIR inspection templates automatically pull from the daily inspection list provided.
For more information on the DVIR process and the features it includes, please refer to the link provided.
Reviewing Inspections
An Inspection can be reviewed by clicking on the inspection tab and selecting the desired inspection.
Selecting a row will open the inspection record, where inspections can be finalized, reopened, edited, or reviewed.
An alternative way to review an inspection is via the "Equipment Index" screen.
Once on the Equipment Profile Screen
- Click the History tab.
- Click the Inspections category.
- Choose the Date Range in the drop down box.
Any inspection record can be viewed by clicking on the date associated with it.
Advanced Settings
DVIR-Selecting this option will enable the correct status selections and signature boxes required for the United States FMCSA DVIR(Driver-Vehicle Inspection Report), also referred to as a "pre-trip" and "post-trip" inspection form.
Require User To Record Meter Reading-will require the user to enter an odometer reading on the inspection record when saving it.
Scroll To The Next Step After Passing-will automatically take the user to the next step on the inspection checklist after the previous step is passed.
Allow Steps To Be Marked N/A-will allow steps to be marked not available.
Recurring Inspections (Enterprise Only)
Recurring Inspections enable automatic creation of pending inspection records for equipment at specified intervals. These pending inspection records will appear highlighted in orange on the Home screen and Equipment List, indicating that an inspection checklist needs completion.
Due Every-specifies how frequently inspection records are generated, configurable in days, months, or years.
Begins On-is an optional field; setting a date will apply the same pending inspection interval to ALL units assigned to this template. This feature serves as a starting point for the system to initiate the generation of pending records.