Inspections can be added to contracts for equipment that require regular checks.
There are two ways to add an inspection to a contract:
- Within the Contract File (Inspections Tab)
- From the Main Contract Dashboard (Inspections)
Adding Inspections from the Main Contract Dashboard:
- Go to the Main Contract Dashboard.
- Click on the Inspections Tab.
- Click the Add New Inspection button at the top right of the screen.
- Search for the vendor associated with the inspection.
- Click Go.
This will bring you to the Inspections Tab within the contract file.
Viewing Inspections:
From the Main Contract Dashboard, you can view contracts with inspections already tied to them.
The Inspection Dashboard displays:
- Vendor
- Contract Type
- Category
- Equipment
- Inspection Details
- Estimated Completion
- Next Due Date
- A View button to open the contract details.
Setting Up Inspections:
- Click the Add Equipment button if this is the first time setting up inspections.
- Choose the type of inspection schedule:
- Date-Based
- Hour-Based (requires inspection hours)
- Usage-Based (requires inspection usage)
- For each option, you will need to enter:
- Equipment details
- Inspection time frame/frequency
- First inspection due date
- (Serial number is optional)
- Based on the selected schedule, the system will automatically generate future inspection dates.
Managing Equipment and Inspections:
- You can add additional equipment at any time by clicking the Add Additional Equipment button at the top right.
- To edit equipment details (such as name or serial number), click the pencil icon next to the equipment.
- To delete equipment, click the trash icon.
Note: You can always manually add inspection entries outside of the scheduled timeframe.
Exporting Inspections:
- To export a list of inspections for a contract/vendor, click the Export button at the top right of the Inspections Tab.