How do I create a new inspection type?
Inspection types are organized into regulations. If you do not have a regulation yet, continue to How do I create a new regulation?
In simple terms, an inspection type determines which asset is inspected and how often. First, you need to determine which assets the inspection type applies to. Asset features are used for this.
Before entering an inspection type, you must first create asset feature(s). See How do I create an asset feature?
In the regulation form, go to the Basic attributes tab and in the Inspection types section click the + button.
If the regulation code is entered, the asset type code is prefilled as well. Then fill in the required name attribute. The last option in this section lets you determine whether an inspection should be generated for each asset separately or whether multiple assets can be grouped.
There is no reason to create an inspection for every fire extinguisher separately when they will be together in the final report and checked by the same person. On the other hand, if you want a checklist, it is often more convenient to complete it separately for each asset.
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An inspection ends with the creation of a report. You can configure whether the document (for example, a PDF inspection report) is required, optional, or confirmed. A confirmed document means that the authorized person reviews the document and confirms its receipt.
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Ordinances
The most important part of an inspection type is the ordinances. Ordinances determine how often, under what conditions, and for which asset features the inspection type applies. As a result, multiple ordinances may apply to a single asset, and the strictest one applies (the shortest period).
You can add a new ordinance using the + button next to the Ordinances section name. To remove an ordinance, use the button with the trash icon in the upper-right corner.
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The ordinance periodicity is essential. It can be entered in several ways.
- Time period
You can set the period using a number of years, months, weeks, and days, and combine them. In theory, you can enter an ordinance with a period of 1 year, 5 months, 1 week, and 2 days.
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- Calendar-based
In this mode, you can set the period only in months and weeks.
For a weekly period, you can select multiple days, and the inspection will then be scheduled on those days of the week.
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For a monthly period, you can specify which day of the month the inspection should be scheduled on.
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- Initial inspection
An initial inspection has no period and is a one-time, non-periodic inspection. It is used mainly for statutory inspections when legislation in some cases requires an inspection before an asset is put into operation.
In the next section, you must specify which asset features the ordinance applies to. There can be multiple combinations of asset features and environment features. Use the + button to add a new combination. Two combinations are joined with "or" logic. A single combination can contain multiple asset features joined with "and" logic. In other words, for an ordinance to apply to an asset, the asset must have both asset features.
Combinations with environment features filled in take environment features into account. In that case, the ordinance applies to assets with the asset features and those environment features.
Example:
Here is part of an ordinance from reserved electrical equipment that applies both in buildings for administrative activities and in buildings for manufacturing, education, accommodation, and medical purposes.
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Example:
These ordinances apply to live-working equipment only when it is in a normal environment.
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Example:
The most complex case. The ordinance applies to non-fixed appliances in group D and also to non-fixed appliances in group E.
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The last section extends ordinance options. If you activate the switch, the panel expands with additional settings.
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One option is to specify from when the ordinance applies. For statutory regulations, this can capture a potential legislative change, and you can also set internal maintenance to plan inspections only from a certain date.
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You can also schedule inspections based on the asset's year of manufacture. This is used for pressure tests that should be scheduled for pressure vessels from the time they were manufactured. In the example below, the inspection type is set to repeat every 10 years.
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The last option is a restriction for scheduling inspections after commissioning. Typically, an inspection should not be scheduled immediately after commissioning but should be shifted by one period.
Example:
Air conditioner filter replacement should be performed annually. There is no need to do it immediately when the filter is new, so we shift the period by 12 months.
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How do I create a new regulation?
Inspection types are grouped in regulations. Regulations can be of two origins
What is an asset feature?
An asset feature connects different assets that share a common element. This can be achieved at the regulation level using an asset type (and its options) or by assigning the asset feature directly to an asset.