The Inspection Form / Layout Tab is used to determine the format and sequence of items as they will appear on the Inspection Sheet. The window is blank until you add sections, items, and checks for each item.
The Master Inspection Checks, Inspection Checks Groups, and form-specific Inspection Checks you have created for items and actions are selected on the Layout window. Add as many sections, items, and checks to this window as needed. Inspection checks are created in Master Inspection Check. They can be accumulated in Inspection Check Group to save keystrokes.
The Order # sequence can be changed later if needed. Note that checks from a Check Group all have the same order number. When selecting a group from the Check Entry flyout, you can specify the sort order using the Start at position field at the bottom of the flyout.
When your Layout is complete, you have designed an Inspection Sheet. These sheets are opened for use from the Work Order window after inspection Work Orders are generated.
NOTE: You can change items for the Layout of an existing Inspection Form; however, Inspection Sheets for Work Orders that were created prior to this change reflect the Layout in use when the Work Order was generated.
Inspection Groups
When you assemble a number of items in a Layout, they are saved automatically as a Group (Organization > Group). WebTMA assigns these inspection Groups a Group ID that consists of the prefix INS followed by the Form Code, for example, INS-Form01. This number is displayed on the Inspection Form / Identity Tab in the Group Tag Number field.
The inspection Group is useful when you set up an inspection on the PM Tab. Rather than selecting each item listed on the Inspection Form, you can select a Group with the INS prefix. This speeds up data entry and assures that every item listed in the Inspection Form is included on the Inspection Sheets.
Group records have an assigned Repair Center. The Inspection Form / Identity Tab reflects the Group Repair Center in the Form Information Section of the window. This is a required field.
How to Create an Inspection Section
The sections on this window are used to classify the items, for example, Motors, Meters, or similar broad categories.
Reminder: Before you design the Layout, create the required Master Checks using the General Inspections / Master Inspection Check window.
From the desired Inspection Form:
- Choose the Layout Tab.
- Select Edit on the WebTMA toolbar.
- Choose the Add Section link.
- Enter a Section Name and sequence Order # on the Section Entry flyout.
- Choose the Save button and add more sections if needed.
- Go to the next topic, How to Add Inspection Items to a Section, to continue Layout setup.
How to Add Inspection Items to a Section
Once you have created sections on the Layout Tab, you can add the items to be checked. Follow these instructions after you have created Sections outlined in the previous topic, How to Create an Inspection Section.
- Check the applicable Section.
- Choose the Add Item to Selected Sections link to open the Item Entry flyout.
- Select the Items in the top field to open a grid with eligible items. Note you can filter criteria for long lists.
- Mark all applicable items for this inspection.
- Choose the Add Selected button.
- Repeat to add more Items to another Section.
- Go to the next topic, How to Add Inspection Checks to an Item.
NOTE: If the same items are in all or several sections, mark any section check boxes that apply, and choose the Add Item to Selected Sections link at the top of the grid. This saves time and keystrokes. When selections are saved, the selected items are added to all checked sections.
How to Add Inspection Checks to an Item
Follow these instructions after you have created sections and items using the previous topics (How to Create an Inspection Section and How to Add Inspection Items to a Section).
This final part of Layout involves adding specific actions used to check each item. Checks must be created before they are available to add to the Layout. After you save your checks, you can always add and revise the checks in the future.
- Expand a related item.
- Choose the Add Check link to open the Check Entry flyout.
- Choose the desired check-type radio button at the top of the window.
- Mark the desired lines.
- Choose the Add Selected button.
- Expand and review the checks you have added. The Order # is inserted by default. See How to Reorganize Inspection Layout Lines below for details and a reminder about the order of group checks.
- Repeat to add checks for other items.
Inspection checks are created in Master Inspection Check. They can be accumulated in Inspection Check Group to save keystrokes. The checks or group checks and any form-specific checks from the Inspection Forms / Inspection Checks Tab can be selected.
For information about making some or all check required before closing a Work Order, see the next topic, How to Make Checks Required.
NOTE: If you use inspection check groups, a group can only be selected once for an item; however, it remains available to select for other items. All checks in a group have the same order number.
How to Make Checks Required
You have the option to make all checks required before closing or finishing a Work Order or to mark individual checks as required. The choice is one or the other, not both.
The global setting that makes all checks required, go to Admin > Client Info / Preferences - General Inspections and Grant “Require all inspection checks to be done before closing/finishing work order”.
If the global setting is Denied, go to Organization > General Inspections > Inspection Form / Layout Tab and expand the second tier. Mark the check boxes in the Required column for any checks you want to require.
The required checks are designated with a red asterisk (*). Unless all required checks are completed, the Work Order cannot be marked as completed.
How to Edit Item Inspection Checks
After you set up your Inspection Checks, you may wish to add or delete lines from the checks. WebTMA provides various ways to accomplish this. All these methods are available in Edit mode.
To delete all checks from an Item, mark the Item line check box, and choose the Delete Selected link at the top of the grid. Use this link with caution, WebTMA simply removes the checks without any “are you sure?” alerts.
To remove a single check from an Item, select the Trash Can icon at the beginning of a check line.
At times you may want to add new check lines and insert them among existing lines. To do this:
- Choose the Add Check link to open the Check Entry flyout.
- Mark the check boxes of the desired Item Code or codes.
- Enter a number in the Start at position field at the bottom of the flyout.
- Choose the Add Selected button to add the checks and return to the layout.
- Select Save on the WebTMA toolbar.
Here is an example of how Start at position is used.
Assume you have three existing checks:
- Pressure Check
- Valve Check
- Seal Check
You want to add two more checks (Lube Check and Vibration Check) after the Pressure Check. When you select the new checks, enter the number 2 in the Start at position field. After you choose the Add Selected button and review the item lines, the check list displays the following:
(1) Pressure Check
(2) Lube Check
(3) Vibration Check
(4) Valves Check
(5) Seal Check
Numbering Alert: If you have deleted lines, WebTMA does not reuse the deleted numbers. If you have deleted checks and then insert new ones in their place, the Order # column inserts the new checks, but it shifts the lower numbers to remind you that check lines have been removed, so a gap in numbering still exists.
How to Reorganize Inspection Layout Lines
Change the Order # sequence of Section, Item, or Check lines on the Layout Tab in Edit mode.
- (Optional) Expand a section to see the Items or Check list.
- Choose the pencil icon of the affected line. The Item Detail flyout displays an Order # field.
- Enter the new Order #.
- Choose the Save button.
- Select Save on the WebTMA toolbar.
When you select the Save button, the Order # values change. When you save the record, the lines are revised to display in the new order starting with number 1.
NOTE: Checks within a group all have the same order number. Group checks can be changed, but all checks in the group have the same number. For example, a group check was in sort order 1. If you change the order to 2, all checks in the group will now have sort order 2.