Asset inspection forms are essential tools that field technicians use to perform thorough asset inspections and document maintenance activities. These checklists streamline the inspection process, ensuring that asset conditions and maintenance needs are accurately recorded.

In this guide, we’ll walk you through the steps to configure, associate, and complete an asset inspection form within a job, helping you maintain high standards of asset management and job completion.

Navigation:

  • Settings-> Modules -> Assets -> Inspection Forms
  • Assets -> Asset Listing page -> + New Asset -> Asset Inspection Form
  • Jobs -> Job Listing page -> + New Job -> Asset Inspection Form

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Configure an Asset Inspection Form

To efficiently associate an asset inspection form with Jobs, it is important to configure the inspection form in settings. Follow these steps:

  • Select Settings from the left navigation menu.
  • Click Modules and choose Asset to open the Asset Settings page.
  • Select Inspection Forms. The inspection forms listing page will appear.

  • Click + New Form to create a new inspection form.

  • Enter the following details and click Proceed to begin customizing the inspection form.

  • Inspection Form Name (Mandatory) – Enter a name for the inspection form.
  • Description – Provide a brief description of the inspection form.

Customizing the inspection form

To customize the inspection form, simply drag and drop fields from the right panel into the form layout. Arrange them as needed to suit your inspection requirements.

You can also edit, clone, or delete fields using the action menu available next to each field.

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Associate an Inspection Form with an Asset

After you have successfully configured and created a new inspection form, you can associate an inspection form with an asset in any of the following ways:

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Associate an Inspection Form with a Job

After linking an inspection form to an asset, you can associate the asset with jobs. This ensures that field technicians complete the inspection form before marking the job as complete.

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Create a Job with an Inspection Form

  • Navigate to the Jobs module in the left navigation menu. You will land on the jobs listing page.

  • On the Job Listing page, select + New Job.

  • Enter job details such as Job Title, Job Category, Due Date, Service Address, and Customer Information.
  • Under Assets, select + Add Asset.

  • Choose an asset that has an Inspection Form. The Asset with an inspection form will be added to the job.

  • Select Create Job to save the job.

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Complete an Asset Inspection Form in a Job

After creating a job with an asset inspection form, here’s how you can complete the asset inspection form in a Job.

  • Open the job details page.
  • In the Assets Associated section, select the icon next to the asset.

  • Select Fill Inspection Form.
  • Complete the form based on asset requirements and observations.

  • Select Submit.

By following the steps outlined in this guide, you can efficiently configure, associate, and complete asset inspection forms within your jobs. This ensures that field technicians are equipped with the necessary tools to conduct comprehensive inspections and complete jobs accurately. With streamlined documentation and a more efficient inspection process, you can maintain better oversight of asset conditions and improve overall service delivery.