Create Single and Bulk Inspections for a Work Pack

Select the Work Packs tab.

The Work Packs section appears.

In the row containing the Work Pack for which you want to create an inspection, select the link..

The Work Pack Overview workspace appears.

Select the Linked Tasks tab.

A list of previously linked Inspection Tasks appears.

Next to the linked task to which you want to create an inspection, select .

If there is a value in the Inspection Document Type box of the selected task, the Inspection report is generated automatically.

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If there is no value in the Inspection Document Type box of the selected task, the Create Inspection window appears. In the Inspection Event box, select the type of Inspection report that you want to generate, and then select Create.

Note: Inspection Events are displayed according to the Taxonomy Configurations that have been defined for Checklist Configuration Templates and Inspection Families. If no Taxonomy Configurations have been defined or the selected asset’s equipment taxonomy does not match any defined Taxonomy Configurations, a full list of Inspection Families and Checklist Configuration Templates appears.

A single Inspection is created and linked to the Work Pack. The selected Inspection Task is unlinked from the Work Pack.

Select the Work Packs tab.

The Work Packs section appears.

In the row containing the Work Pack for which you want to create a bulk inspection, select the link.

The Work Pack Overview workspace appears, displaying the Definitions section.

In the upper-right corner of the workspace, select Create Bulk Inspection.

A message appears, asking you to confirm that you want to generate Inspection Documents for all associated tasks.

Select Yes.

The Generate Inspection Documents window appears.

Select OK.

The inspections are created and linked to the Work Pack. The respective Inspection Tasks are unlinked from the Work Pack.

Note: If an inspection cannot be generated for an Inspection Task linked to the Work Pack, an error message for the task appears in the Generate Inspection Documents window. Those tasks will not be unlinked from the Work Pack.