Perform and Assign Inspections

To perform an inspection using the web application:

1. Open your location from the Portal.
2. If you were assigned the inspection, select Inspections from the menu bar, and select Do Inspection next to the Inspection.
   It not, open the case for editing, and tap Do Inspection next to the Inspection in the Operations table.
3. The Inspection Locations are grouped by Line Item.
   For each Location within a Line Item, select an Outcome.
4. If the Outcome you select results in a list of Outcome Operations, click ADD next to an operation to add it to the case. Outcome Operations are generally a result of an outcome not considered as passing.
5. When you've selected an Outcome for all the Locations, click COMPLETE INSPECTION.
   NOTE: Some Locations may be required and indicated as such with an asterisk (*). The COMPLETE INSPECTION button won't enable until you select an Outcome for all the required Locations. Any Locations without an Outcome will be marked as passing.
6. Repeat these steps for every Line Item.
7. Back on the Inspection screen, tap Complete Inspection to finish.

To perform an inspection using the mobile site:

1. Start by scanning the QR code for the asset with your mobile device or tablet to log in.
2. Once you're logged in and viewing the case, add the inspection if it is not already there.
3. Select the inspection, and tap Do Inspection to begin performing the job.
4. Select a Line Item from the list.
5. For each Location within a Line Item, select an Outcome.
6. When you've selected an Outcome for all the Locations, click Save.
   NOTE: Some Locations may be required and indicated as such with an asterisk (*). You will not be able to save until selecting an Outcome for these Locations. Any Locations without an Outcome will be marked as passing.
7. Repeat these steps for every Line Item.
8. Back on the Inspection screen, tap Complete Inspection to finish.

Assign an Inspection

On the Web

To assign an inspection using the web application:

1. Open the case for editing.
2. Select the inspection from the Operations table.
3. On the Edit Operation page, select the WORKFLOW tab.
4. In the Assign To dropdown, select the user to perform the inspection.
5. Click ASSIGN.

The system will notify the user the user of that they've been assigned to complete the inspection.

On Mobile

To assign an inspection using the mobile site:

1. Start by scanning the QR code for the asset to login to the mobile site.
2. Once you're logged in and viewing the case, add the inspection if it is not already there.
3. Select the inspection you wish to assign and locate the Assign To button at the bottom of the page.
4. Select the Assign To button, then select the user who is to perform the inspection.
5. After the user has been selected, tap the Assign button to assign the inspection.

To learn how to assign mobile inspections, watch this video: