Create an Inspection Report from an Inspection Task

Steps

Access the Underlying Inspection Tasks section.

Tip: If the Inspection Task that you want to use does not appear, check the date filter configuration.
In the row containing the Inspection Task whose report you want to create, select the link.

The Manage Task page appears, displaying the Inspection Task datasheet.
In the upper-right corner of the page, select Generate Report.

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

-or-

If there is no value in the Inspection Document Type box, 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 new Inspection report is generated, and the Inspection Overview page appears, displaying the Inspection Data section.

Results