Inspection Tasks and Recommendations

About Inspection Tasks and Recommendations

Based on the results of an inspection, you might need to suggest that further action be taken. For example, if you inspect an area of a warehouse and notice that the roof is leaking, you may want to suggest that the ceiling tiles be replaced.

You can create a new Inspection Task record that indicates that the ceiling tiles need to be replaced, or you could create an Inspection Recommendation record to record the recommendation to replace the ceiling tiles. Your business processes will dictate whether you should create an Inspection Task record or a Recommendation record. For example, inspectors may need to report all recommendations to a supervisor for approval. The supervisor might then be responsible for approving the recommendation, creating an associated Inspection Task record, and assigning that Inspection Task record to the appropriate inspector.

Additionally, if the Thickness Monitoring license is active and TM Analyses exist for the Equipment records that you analyze in Inspection Management, you can specify that Inspection Task records be updated based upon Thickness Measurement records that you create in Thickness Monitoring. Specifically, the value in the Last Date field in the Inspection Task record will be populated with the value in the Measurement Taken Date field in the Thickness Measurement records that you create via the TM Measurement Data Entry page.

Bulk Printing of Inspection Reports

Using the bulk print functionality, you can generate multiple Inspection Reports at a time. The generated reports are stored in a location configured in SQL Server Reporting Services (SSRS). After you successfully generate the reports, you can download the reports as a .zip file.

The bulk printing process consists of the following steps:



Access Inspection Recommendations

About This Task

Steps: Access an Inspection Recommendation from the Inspection

Procedure

  • Access an Inspection Recommendation from the Inspection
    1. Access the Inspection Data section.
    2. In the upper-right corner of the page, select .
      The Recommended Actions pane appears, displaying a list of Inspection Recommendations for the selected asset. You can now use the Recommended Actions functionality.

  • Access an Inspection Recommendation from the Asset
    1. Access the Inspection Management Overview page for the equipment containing the Inspection Recommendation that you want to access.
    2. Select the Underlying Recommendations tab.
      The Underlying Recommendations section appears, displaying a list of open recommendations for the selected asset. You can now use the Recommended Actions functionality.

Create Inspection Recommendations

Procedure

  1. Access the Inspection Data section.
  2. In the upper-right corner of the page, select .

    A new Inspection Recommendation datasheet appears.

    Note: If you create a recommendation for a General Finding record, the Recommendation Headline field on the offline Inspection Record will be a concatenated value populated by the Inspection Profile and the Inspection Methods field of that General Findings record.
  3. As needed, enter values in the available fields, and then, in the upper-right corner of the workspace, select .

    A message appears, confirming that you have created an Inspection Recommendation. You can now use Recommended Actions functionality.

Modify the Date Filter for Inspection Recommendations

About This Task

In the Underlying Recommendations tab, the Underlying Open Recommendations and Recommendations Due for Implementation sections can be filtered using the Target Completion Date Filter, which is based on the value in the Target Completion Date field. If you do not modify these filters when accessing tasks or recommendations, the sections may appear to be empty. You can modify the date filters to display the tasks and recommendations that you want to access. By default, the selected date filter is defined by the administrator.

Procedure

  1. Access the Underlying Recommendations section.
  2. In the Underlying Open Recommendations or Recommendations Due for Implementation section, select .

    The Target Completion Date Filter box appears, displaying a list of date filters.

    Note: The date filters that appear in the Target Completion Date Filter box are defined by the administrator. If some date filters do not appear, an administrator can modify the filters in the Date Filters section of the Overview Configuration page in Application Settings.
  3. Select the date filter that you want to use.
  4. Select Apply.

    Inspection recommendations with a Target Completion Date that matches the selected date filter parameters appear.

    Note: If you navigate away from the Underlying Open Recommendations and Recommendations Due for Implementation sections or refresh the page, the date filter you selected will no longer be applied. Instead, when you return to the Underlying Open Recommendations or Recommendations Due for Implementation section, the default filter defined by the administrator is applied.

Access the Underlying Inspection Tasks Section

Procedure

  1. Access the Inspection Management Overview page for the asset associated with the Inspection whose Inspection Task you want to access.
  2. Select the Underlying Inspection Tasks tab.
    The Underlying Inspection Tasks section appears.

    Note: You can delete Inspection Tasks via Record Manager.

Create an Inspection Task

Procedure

  1. Access the Inspection Management Overview page for the asset associated with the Inspection whose Inspection Task you want to create.
  2. In the upper-right corner of the page, select , and then select Create Inspection Task.
    On a new page, an Inspection Task datasheet appears.

  3. As needed, enter values in the available fields, and then select .
    Note: The Inspection Task datasheet inherits the required values from the selected Inspection Family. You do not have to enter any values in the Inspection Task datasheet; however, you can modify the datasheet prior to saving.
    The Inspection Task is saved.

What To Do Next

Create a Work Pack

Delete an Inspection Task

Procedure

  1. Access the Underlying Inspection Tasks section.
    Tip: If the Inspection Task that you want to use does not appear, check the date filter configuration.
  2. Select the row containing the Inspection Task that you want to delete.
  3. In the upper-right corner of the section, select .

    A message appears, asking you to confirm that you want to delete the Inspection Task.

  4. Select Yes.

    The selected Inspection Task is deleted.

Modify the Date Filter for Inspection Tasks

About This Task

The Underlying Inspection Tasks section can be filtered using the Next Date Filter. Inspection tasks are filtered based on the value in the Task Next Date field. If you do not modify the filter when accessing tasks, the sections may appear to be empty. You can modify the date filters to display the tasks that you want to access. By default, the selected date filter is defined by the administrator.

Procedure

  1. Access the Underlying Inspection Tasks section.
  2. Select .

    The Next Date Filter box appears, displaying a list of date filters.

    Note: The date filters that appear in the Next Date Filter box are defined by the administrator. If some date filters do not appear, an administrator can modify the filters in the Date Filters section of the Overview Configuration page in Application Settings.
  3. Select the date filter that you want to use.
  4. Select Apply.

    Inspection tasks with a Next Date that matches the selected date filter parameters appear.

    Note: If you navigate away from the Underlying Inspection Tasks section or refresh the page, the date filter you selected will no longer be applied. Instead, when you return to the Underlying Inspection Tasks section, the default filter defined by the administrator is applied.

Create an Inspection Report from an Inspection Task

Procedure

  1. Access the Underlying Inspection Tasks section.
    Tip: If the Inspection Task that you want to use does not appear, check the date filter configuration.
  2. In the row containing the Inspection Task whose report that you want to create, select the link.
    The Manage Task page appears, displaying the Inspection Task datasheet.

  3. In the upper-right corner of the page, select Generate Report.
    If there is a value in the Inspection Document Type box, the Inspection report is generated automatically.

    -or-

    If there is no value in the Inspection Document Type box, the Create Inspection window appears. In the Inspection Families box, select the type of Inspection report that you want to generate, and then select Create.



    Note: Inspection Events are displayed according to the Taxonomy Configurations that have been defined for Checklist Configuration Templates and Inspection Families. If no Taxonomy Configurations have been defined or the selected asset’s equipment taxonomy does not match any defined Taxonomy Configurations, a full list of Inspection Families and Checklist Configuration Templates appears.
    A new Inspection report is generated, and the Inspection Overview page appears, displaying the Inspection Data section.

Results

Print Bulk Inspection Reports

Before You Begin

  • Make sure that following fields are configured in SQL Server Reporting Services:
    • Bulk Report Storage Path
    • Bulk Report Storage User Name
    • Bulk Report Storage User Password
    • Bulk Report Storage Threshold (Days)
  • Make sure that a default report is configured in the Family Reports section of the family associated to the Inspection.
  • Make sure that the families of the selected Inspections contain only SSRS reports with a single parameter.

Procedure

  1. Access the Inspection Management Overview page for the Functional Location that is linked to the Inspections for which you want to generate the reports.
  2. Select the Underlying Open Inspections tab.

    The Underlying Open Inspections section appears, displaying a list of open inspections for the selected asset.

    Note: You can also access the Inspection Management Overview for the asset that is linked to the Inspections for which you want to generate the reports. In this case, you must select the Inspections tab see the list of inspections.
  3. Next to the Inspection IDs of the inspection for which you want to print the reports, select the check boxes.
    The icon is enabled.

  4. Select .
    A message appears, asking you to confirm that you want to print the inspection reports.
  5. Select Yes.
    The report generation process starts, and the Downloads page appears. After the reports are generated, they are stored in the location defined in the Bulk Report Storage Path field of the SQL Server Reporting Services.

    Note: The generated reports are available for download only for the threshold period specified in SQL Server Reporting Services.
    Important: The print job may fail in any of the following scenarios:
    • The bulk report storage parameters in the SQL Server Reporting Services are not configured correctly.
    • The family associated with the inspection is not configured with a default report.
    • No reports are defined for the family.
    • The families of the Inspection records contain SSRS reports with multiple parameter.

What To Do Next

View Bulk Printing Status

About This Task

You can view the status of the print jobs that you have generated. The generated reports are placed in the following three sections based on their status:
  • In progress: Contains the print jobs that are currently in progress.
  • Successful: Contains the print jobs that are successfully completed. You can download the reports and the log files from this section.
  • Failed: Contains the print jobs that failed. The print job fails if any of the selected Inspection Report generation fails. From this section, you can download the error log and the Inspection Reports that are successfully generated.

Procedure

  1. Access the Inspection Management Overview page.
  2. Select , and then select View Bulk Printing Status.
    The Downloads page appears, displaying the jobs that are in progress.

Download Bulk Inspection Reports

About This Task

You can download the reports for the print jobs that are successfully completed or partially failed.

Procedure

  1. Access the Inspection Management Overview page.
  2. Select , and then select View Bulk Printing Status.
    The Downloads page appears, and the In progress tab is selected by default.
  3. Select the Successful tab.
    The print jobs that are successfully completed appear.


    Note: You can download the Inspection Reports of the print jobs that are partially failed from the Failed section.
  4. In the row of the print job that you want to download, in the Report column, select .
    The reports associated with the print job is downloaded as a .zip file in the default download directory of your computer.
  5. Extract the .zip file.
    The Inspection Report of each Inspection record appear as a .pdf file. The file name of the Inspection Report is the Inspection ID of the respective Inspection record.