Create an Inspection for a Work Order Asset
Sometimes, the task on a work order will involve performing an inspection on asset(s) attached to that work order. Other times, you may unexpectedly find that an inspection needs to be done while performing work on a work order. Either way, it is handy to be able to create an inspection that is then linked to the work order.
Video Overview
Create an Inspection for a Work Order Asset
- Open a work order record.
- Scroll to the Assets zone.
- Click the dropdown arrow next to the asset for which you would like to create an inspection and then click Inspection.
- Select the inspection type and click + Add.
- Fill out the inspection details.
Note - An inspection can only have one asset attached. Therefore, you will need to create an inspection for each asset attached to the work order individually, if necessary.
Navigate from the Work Order to an Existing Inspection
Either:
- Hover over the inspection icon next to the asset and click the inspection number.
- Scroll to the Inspection zone of the work order and click the inspection number.
Navigate from the Inspection Back to the Work Order
Scroll to the work order zone at the bottom of the Inspection and click the work order number.
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