How to create Inspection Templates

Inspection templates in the Equipment Register are used to define the checks performed when inspecting equipment. They act as reusable checklists, ensuring inspections are consistent and relevant to specific equipment types.

 

Accessing Inspection Templates

1. Go to Site setup > General > Equipment Register setup.
    

2. Scroll to the Inspection Templates section at the bottom of the page.
    

3. Click on Manage inspection templates button.
   This opens the inspection templates page in the PWA.
   
   

Creating a new Inspection Template

1. When on the Inspection Templates page, select the Create template button.
   
   
   
   A new window should open.
   
   
    

2. Enter a Template name.
    

3. Select an Equipment type.
   This determines which equipment types the template will be available for.
    

4. Enter a Description.
    

5. Leave the Active option selected to make the template available for use.
   If the template is not currently needed, it can be deactivated.

 

Adding inspection checks:

6. In the Inspection Checks section, click on the Add Check button.
   
   
    

7. Enter the following details:
   
   
    

   1. Check Name.
       

   2. Check Type:

      • Yes / No

      • Text entry

      • Number

      • Pass / Fail
         

   3. Description.
       

   4. Leave the Required option ticked if the check must be completed before the inspection can be finished.
      
       

8. Repeat the step 6 and 7 to add additional checks.
    

9. When complete, select Create Template at the bottom of the page to save the template.
   
   
    

The inspection template will now be available for use when creating inspections for the selected equipment types.

Editing Inspection Templates

1. On the Inspection Templates page, select the Inspection Template block you want to edit.
   
   
    

2. Make a desired change.
    

3. Select Update Template to save the changes.
   
   
    

Note that inspection templates cannot be deleted. To prevent a template from being used, deselect the Active checkbox.