Adding a Service/Inspection to a Work Equipment Check Item
Go to the Work Equipment Check from your main reporting dashboard.
To add a service/inspection for a specific item, you will need to click on the specific item you wish to add a service or inspection for.
To add a new service or inspection click +add new type of service or inspection.
Fill in all the details:
- Title/type of check you are adding - for example annual inspection
- Add a question set if applicable
- A short description of the check
- Select the check box if its a statutory inspection
- Fill in the start date
- Select the check box if it's scheduled
- Set the recurrence type (frequency or day of the week/hour, you will be able to add a check for frequency of hours, days, weeks or months)
- Set the offset reminder details - this setting controls when email notifications are sent out and when the record will turn orange in the system
- Select a document if necessary via the + add files.
If you need to add any additional actions to any of the checks, you will be able to do so at the bottom of the service/inspection.