This article will show you how to create asset inspections
Before we get started
Why create asset inspections
Asset inspections involve thorough assessments of physical assets like machinery, buildings, or infrastructure to evaluate their state, functionality, and adherence to regulations or standards.
Take note
- Only Owners and Admins can create asset inspections.
- Assets are linked to categories. A task will be created for each asset in the category
- Before creating asset inspections, your organization should contain categories with assets within them. For guidance on how to create asset categories and assets. Read the articles on : How to create Asset Categories and How to create Assets
Create Asset inspections
Step 1: Log 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 the organization you would like to create a team from
Step 3: Click on Templates
Step 4: Click Workflows
Step 5: Create a workflow or edit an existing one.
5.1 For guidance on how to create a workflow, view article on: How to create a workflow
5.2
Step 6: Add the ASSET INPUT node and connect it to the start of the workflow
This step will allow you to connect an entire category of assets to the workflow.
6.1 Right-click on the builder to open the node menu
6.2 Select Asset Input
6.3 Connect the ASSET INPUT node to the START node by drawing a line between the orange dots
Step 7: Connect the ASSET INPUT node to a FILL A FORM node
This step will allow for the asset to be visible in the form template.
7.1 Connect the ASSET INPUT node to the FILL A FORM node by drawing a line between the light blue dots
Step 8: Publish workflow.
On the top right corner of the builder. Click on Publish
Step 9: Re/assign the workflow to your team
On the far right of your published workflow, select the icon and click " Assign to Team."
Step 10: Assign a Value to the ASSET CATEGORY
After assigning the workflow to a team, it is important to establish a connection between the workflow and the specific asset category for which inspections are to be conducted by that team.
Step 11: Click " Assign Workflow to Team " to initiate changes
And that's how easy it is. We hope this article helps in creating asset inspections. 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!