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

Steps

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

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

   The Create Inspection window appears.

   

   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.
3. In the Inspection Event box, select the type of checklist to attribute to the new inspection.
4. In the Inspection Tasks box, select any tasks that you want to add to the new inspection.

5. Select Create.

   A new Inspection is created for the selected asset.

   Notes:

   • If you create a Full Inspection or General Inspection, the Inspection appears in the following format:

     

   • If you create an Inspection using a different Inspection Family or Inspection Checklist, the Inspection appears in the following format:

     

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.

• If you selected an Inspection Event that represents a Checklist Configuration Template, the Inspection Event from the family defined for the Checklist Configuration Template is generated, and all Checklist Findings defined by the Checklist Configuration Template are created.

• You can now access offline inspections.

What's Next?

• Add an inspection profile

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