If your technicians perform service inspections on equipment as part of service orders or contract maintenance, you can build sets of steps to guide them through inspections. Inspections of similar equipment often share steps that can be reused.
Set up structures for inspections using these forms:
You can link inspection types to specific items on the Inspections Setup form. You can use the Inspections Setup Copy form to copy an existing set of inspection steps to reuse them for a similar type of inspection.
When service orders are created and an item or unit is specified with an inspection type on the SRO line, technicians inspect the item or unit as part of the service order. The inspection results for that inspection type and item combination are copied to the line. The values measured for each inspection task can be entered from a mobile device using the Service Management Mobile solution, or using the Service Order Line Inspections form in the back office.
After all inspection tasks are complete, click Finalize Inspection on the SRO line to verify that all tasks are complete. If they are complete, the current date is assigned to the SRO line as the Inspection Finalized date, and the Inspection records are locked down to prevent the data from being altered. You can produce an Service Order Inspection Report that lists each inspection task for the SRO item and inspection type, color-coding the data based on the level of completeness the task reached.
Adding an Inspection to a Service Order
Completing Inspections on an SRO
Reviewing Inspections of a Unit