Inspection Layout Tab - WebTMA 7

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.

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:

1. Click the Layout Tab.
2. Click Edit on the WebTMA toolbar.
3. Click the Add Section link.
4. Type a Section Name and sequence Order # on the Section Entry flyout.
5. Click the Save button and add more sections if needed.
6. Go to 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.

1. Click the arrow to expand the applicable Section.
2. Click the Add Item to Selected Sections link to open the Item Entry flyout.
3. Select the Items in the top field to open a grid with eligible items. Note you can filter criteria for long lists.
4. Check all applicable items for this inspection.
5. Click the Add Selected button.
6. Repeat to add more Items to another Section.
7. 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 the section check boxes that apply, and click 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

This final part of Layout involves adding specific actions used to check each item. This topic describes how to set up a new list of checks, but you can add and revise the checks in the future.

Inspection checks are created in Master Inspection Check and from the Inspection Forms / Inspection Checks Tab. Checks must be created before they are available to add to the Layout.

Follow these instructions after you have created sections and items:

1. Click the arrow to expand a related item.
2. Click the Add Check to Select Items link to open the Check Entry flyout.
3. Check the desired lines.
4. Click the Add Selected button.
5. Expand and review the checks you have added. The Order # is inserted by default.
6. Repeat to add checks for other items.

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 click 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, click 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:

1. Click the Add Check link to open the Check Entry flyout.
2. Click to mark the check boxes of the desired Item Code or codes.
3. Type a number in the Start at position field at the bottom of the flyout.
4. Click the Add Selected button to add the checks and return to the layout.
5. Click 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 click 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.

1. (Optional) Click the arrow to expand a section to see the Items or Check list.
2. Click the pencil icon of the affected line. The Item Detail flyout displays an Order # field.
3. Type the new Order #.
4. Click the Save button.
5. Click Save on the WebTMA toolbar.

When you click 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.

Want to Learn More?

Visit the WebTMA Help Page