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The inspection settings screen

Inspection types

What kind of round this is: safety, statutory, condition, pre-start, handover. Types are how rounds are grouped and reported, and how critical findings are distinguished from routine ones.

Templates

A template is the set of questions a round asks. Templates are versioned and published. A round records the version it was answered against, so improving a template does not rewrite what earlier rounds meant. A draft version can be edited freely; a published one cannot, because rounds have been answered against it. To change a published template, create a new version and publish that. Rounds in progress finish against the version they started on.

Template items

The questions. Each carries:

Expected ranges are the point

An item with no expected range is a question with no answer — it records what somebody saw and judges nothing. Give items ranges wherever there is one: a bearing temperature under 70°C, a pressure between 4 and 6 bar. The grading is then done by the server, identically every time, rather than by whoever is holding the handset.

Raising corrective work automatically

Where an item is set to raise corrective work, a failed check creates a work order without anybody remembering to. This is the setting that makes inspections worth running: a failed check nobody acts on is a failed check nobody needed. Choose the work order type and priority the raised job should carry.

Critical findings

Items marked critical produce findings that appear in Needs attention on the Executive dashboard and stay visible until closed or waived.

Linking a template to a plan

A maintenance plan can name a template, and each round of the plan then raises an inspection alongside the work order. That is how a plant gets its statutory rounds done on schedule rather than on memory.