Before we get started
Take note
- As a member, tasks that are generated are only visible for completion on the Asset Inspections listing page.
- As an Admin, tasks that are generated can also be accessed via clicking the "Details" button on the Workflow Results listing page
- Tasks connected to asset inspections are not accessible via the "My Tasks" listing page
Complete an Asset Inspection webapp
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select your organization.
Step 3: Click actions
Step 4: Click Start New Workflow
Click the start button, and a task will be initiated immediately. Complete it and submit it. If the workflow is scheduled to execute on a recurring basis, all tasks will be accessible on the Asset Inspections listing page
Step 5: Click Asset Inspections
A list of categories will be displayed with their corresponding " Open tasks"
Step 6: Click View tasks
Under the " Action" column, click " View tasks". A board view of like tasks will be displayed, each distinguished by the Asset name.
Step 7: Click Complete Task
Step 8: View Asset details
Above each form, the details of the asset will be displayed. Click on "Asset details " to expand the view.
Step 9: Complete the form and submit
Complete an Asset Inspection mobile app
And that's how easy it is. We hope this article helps in completing asset inspections via the webapp. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!