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Create an Inspection

Before You Begin

If the asset that you are using does not have any existing inspections, you must access it through the Asset Hierarchy.

Note: These following steps apply to both creating an inspection and to creating a checklist inspection..

Steps

1. Access the Inspection Management Overview page for the asset for which you want to create an Inspection.

2. On the upper-right corner of the page, select , and then select Create Inspection.

   The Create Inspection window appears.

   

3. Complete the required fields.
   • In the Inspection Families drop down box, select the type of checklist to attribute to the new inspection.
   • Optionally, in the Inspection Tasks drop-down box, select any tasks that you want to add to the new inspection.

4. Select Create.

   A new Inspection is created for the selected asset.

Results

• Inspection findings will be generated based on your Inspection Scope and your Inspection Profile settings.
• The new inspection is saved. You can modify the inspection by accessing the datasheet, and then selecting to save your changes.
• Full Inspection Event Family findings will be generated automatically.
• Checklist Inspections will never be generated automatically.

• Other Event Families will require event configurations.

• You can now access offline inspections.

What's Next?

• Add an inspection profile

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