The additional General Inspections module is another form of group-based work. It gives you a way to confirm completion of Tasks for each maintenance-worthy item on a list. The module expands on group-based maintenance, and it also has an impact on data collection and entry. Analyze its use carefully before implementing General Inspections.
A General Inspection gives you a way to apply global checks to every item in the inspection list and assure that each is reviewed and given a result such as Pass/Fail or a value Reading. Meter readings are reflected on both the Inspection Sheet that is completed by Technicians and on the Meters Tab of the item record.
General Inspection Prerequisites
A Technician makes General Inspections using an Inspection Sheet. Before the system can generate an Inspection Sheet, all of the following must be created:
- Tasks specifically used for General Inspections
- Inspection Forms that use the inspection Tasks
- Master Inspection Checks
- Layout of items and checks on the Inspection Form
Use the Organization > Group / PM Tab to schedule the PMs for the inspection group.
Generate PM Work Orders or create a Work Order for an inspection Group using an inspection Task.
TIP: Although Tasks used for inspections are no different from any other Task, assign names that are easily recognized by Technicians as being related to the General Inspection module. This will assure that time-sensitive activities are not overlooked in a long queue of Work Orders. Technicians can scroll through their Work Orders and immediately locate General Inspection Work Orders when they log in.
General Inspection Details
General Inspections are used to ensure safety and reliability of any maintenance-worthy item or anything you can write a Work Order against. The General Inspection module is used to accomplish this by:
- Reviewing actual and potential hazards
- Recording and communicating the hazards or issues that require immediate or future attention
- Retaining inspection records for future reference
- Collecting data for predictive maintenance analysis
- PMs
- General Inspections only
The General Inspection module stores and communicates hazards or issues that require immediate or future attention, retains records for future reference, and collects data for predictive maintenance analysis.
Summary of the General Inspection Work Order Process
As a rule, inspection Work Orders are generated as PM Work Orders, but they can be created manually. Manual Work Orders for the inspection Group will include an Inspection Sheet when the following are met:
- Item selected for the Work Order is an inspection Group
- Task Code and Repair Center for the Work Order match those on the Inspection Form from which the Group was generated
Regardless of the method used to create it, a new inspection Work Order is assigned to a Technician. If a Technician is included on the PM Tab for a line item, the Work Order goes directly to the Technician's queue.
The Work Order / Identity–Task Information Section for inspection Work Orders displays an Inspection Sheet link for a Work Order with one Task. Click the link to see the PM Task Sheet flyout. If you have added several Tasks to the Work Order, the grid includes a column titled Inspection?. Scroll right, and click the icon in this column to open the PM Task Sheet flyout. The Inspection Sheet is the recording tool for inspection results. Only Task Codes designated for inspections will generate an Inspection Sheet.
Work Orders created manually for an inspection Group can have only one Task Code (a code designated for inspections). However, if you need a multi-task Work Order, other Task Codes can be added once this Work Order is saved.