Path: Custodial Inspection
If your organization has the optional Custodial Management module in WebTMA as well as the mobileCustodial application for mobileTMA GO, technicians and supervisors can perform inspections using mobileTMA GO.
Once an Inspection is saved, it is downloaded to the mobile device when the mobile device is connected to the server.
The inspection list is available by following the menu path (Custodial Inspection) and tapping Refresh.
After Refresh, the window shows a list of Custodial Inspections.
How to Make mobileCustodial Inspections
Once you have refreshed the data on the Results window and have a list visible:
- Tap a line to view the items for the location.
- Tap a location.
- Tap the Points Tab.
- Tap a line item to be inspected.
- Mark the Inspection Quantity, Rating, Comments fields and other desired fields.
- Tap Save on the title bar.
- Repeat until all points are inspected.
- Tap Save back through each window to save the full inspection.
How to Create mobileCustodial Requests
If Requirements for Custodial Request are met, an inspector can also mark the Create Request check box to send a work request to WebTMA for items that are damaged.
The Inspector field below the Create Request check box is populated automatically with the name of the Technician logged in to the device.
When inspecting a Point:
- Mark the Create Request check box.
- Continue with the Inspection as outlined in the instructions.
Requirements for Custodial Request
The two requirements to generate a Request record in WebTMA using Create Request in mobileCustodial are as follows:
Custodial Inspection Form on which the Custodial Inspection is based must have a Request Type selected.
Selected Request Type must have the Custodial check box marked in Organization > Lookups > Request Types
WebTMA Requirements for mobileCustodial
Certain settings within WebTMA are required before the inspections are available for download.
The Technician’s record in WebTMA must be marked not only to allow mobile access but also to authorize the Technician to make custodial inspections from the mobile device. These settings are made from the Technician's user record.
In the main application, the Technician must be listed as one of the Inspectors on the Transaction > Custodial > Inspection / Inspector Tab.
Want to Learn More?
Visit the WebTMA Help Page