Create Inspection (Web)

Things to Consider

  • Required User Permissions

  • 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:

Create a Single Inspection

  1. Navigate to the Project level Inspections tool.

  2. Click Create.
    Note:     If your company does not yet have Company level inspection templates set up, you first need to create an inspection template.
    Create Inspection

  3. Select Inspection.

  4. 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.

  5. Enter the relevant general information for each field. Afficher/Masquer les champs


      • Select Existing Equipment

        1. Click the Equipment or Equipment Name drop-down menu select the equipment.

      • Create New Equipment Record
        Note: Use this to track equipment you own or are renting longterm. These records are also added to the company's Equipment tool.

        1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

        2. If it has yet to be created, select Create Equipment.

        3. Click Add to Register.

        4. Enter the equipment information. Afficher/Masquer les champs

          • Equipment Photo

            1. Click the image.

            2. Select a file from your computer.

            3. Click Open to upload the photo.

          • Specification Information

            • Category. The equipment category.

            • Type. The equipment type.

            • Make. The equipment make.

            • Model. The equipment model.

            • Serial Number. The serial number.

            • Year. The year the equipment was built.

          • General Information

            • Equipment ID. The equipment ID.

            • Equipment Name. The name of the equipment.

            • Rate per hour. The cost of the equipment per hour.

            • Status. The status of the equipment.

            • Ownership. Whether the equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

              • Vendor Name. The name of the equipment vendor.

              • Rental Start Date. The start date for the equipment rental.

              • Rental End Date. The start date for the equipment rental.

            • Assignee. The equipment's assignee.
              Note: Assignees must be listed as a user in the Company Directory.

            • Onsite. Indicates if the equipment is at the project site.

            • Groups. The group for the equipment.
              Note: This is configured in the Resource Planning tool.

            • Notes. Notes about the equipment

          • Additional Information

            • Any additional information about the equipment.

          • Attachments

            1. Click Attach File and select the file from your computer.
              OR
              Drag and drop one or more files into the 'Drag and Drop' box.

        5. Click Create.

      • Create Unmanaged Project-Only Equipment
        Note: Use this to track temporary equipment, such as a rented generator. These records are not added to the company's Equipment tool.

        1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

        2. If it has yet to be created, select Create Equipment.

        3. Enter the equipment ID.

        4. Click Create to add it to the item and the 'Project-Only Equipment' tab in the project's Equipment tool.

  6. Enter the relevant inspection details for each field. Afficher/Masquer les champs

  7. Optional: Under Inspection Items Preview, review the inspection items and their response options.

  8. Click Create.

Schedule Equipment Inspections (Web)
Perform Inspection (Web)