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How to Perform a Monthly Visual Inspection

Learn the step by step process to perform a Monthly Inspection (Assets)

Are you a Technician looking to perform an inspection on the mobile app? Follow these step by step instructions.

On the main screen, tap the Trips To Do selection.

It will show all the Work Orders assigned.

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As next step, tap the CONFIRM CHECK IN button to initiate the WO.

Review the information just to make sure the site address is correct.

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The type of Inspection will be displayed, Service Action such as Before and After Photos are not required. 

Once you are ready select PERFORM INSPECTION

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Select any of the following Search Criteria to look for a specific asset. 

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The Asset information will be displayed, there are 4 options available

Inspection, Attributes, Reports and History

Inspection will show all the Tasks required to be performed on the Asset.

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Lets see what Inspection shows.

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Lets see Attributes.

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Lets see Reports.

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Lets see History.

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Every Task has 3 different inputs (no required) drop-down selection, notes and photos. 

Perform all the ones which are required and continue with the Inspection.

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Once all different Tasks are being handled (performed) you can proceed to complete the Inspection. There are 3 selections: Fail, Minor Deficiency, Pass.

* Fail will show another form (extra steps to be performed).

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Make sure all Asset Inspections have been completed. 

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Having completed all the required Inspections (Tasks) then you can proceed to finish the WO Inspection by tapping on CHECK OUT.

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Once the Work Order is been completed it wont show anymore on your Trip to Do tab. 

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