How to complete asset inspections.

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

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@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!