Inspection Management Workflow

This topic provides a basic workflow for using this module, as well as links to the available procedures, concepts and reference topics.  The procedures for using Inspection Management are organized into the following categories:

Inspection Management Workflow

The steps and links in this workflow do not necessarily reference every possible procedure.

  1. Identify the equipment or location to be inspected.
  2. Create an Inspection Profile.
  3. Define the Inspection Scope.
  4. Create an Inspection.
  5. Record your inspection findings.

  6. Assign users to the inspection team.

  7. Create Inspection Recommendations.

  8. Set the Inspection to Pending Approval.

  9. Review the Inspection, any linked General Findings, and any linked Inspection Recommendations.

  10. Set the Inspection to Approved.

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