Download PDF → HowtoCreateanInspection.pdf
1. Navigate to https://app.getflowpath.com/work-orders
2. Click "Inspections"
3. You can view all your inspections created from this page and use our filters to search for specific inspection schedules.
4. Click "Create Inspection" for a new one.
5. Name your inspection.
6. Choose a category for the inspection schedule.
7. You can select a vendor for this inspection to be sent.
8. If this inspection is for a single building and location choose the correct site and location.
9. Click here to auto assign a user for this inspection schedule.
10. You can assign multiple users, and to unassign a user just select them again. Users with the checkmark will be assigned.
11. Click "Clear selections" to clear them all at once.
12. If you want to assign to a user group instead, you can select from your current user groups in the dropdown.
13. Click the "Cadence Start" field and enter when you want the inspection work order to be created.
14. Toggle on Is repeated for your inspection to repeat on a selected cadence.
15. Choose from the cadence dropdown. Example if you want it to be Monthly - on date, and start July 1, you need to set your cadence as June 1.
16. If you need to skip any months you can select them which will still keep your cadence but not generate any work orders that are in those skipped months.
17. Skipped months will show here and if you need to delete any you click on the "x".
18. You can Auto-close items by toggling this option on. If a close items time is selected, the Inspection Items of a work order will become read-only once the set time has passed after the creation of the work order.
19. For example, after 24 hours, the inspection items will be read-only and not be able to be closed out in the work order.
20. You will see the next 12 months repeating schedule shown based on your cadence set. This is a good way to ensure your schedule is correct.
21. Click "Update Inspection"
22. Every inspection item can have default quick selection items for the tasks. Our default item selection is where you can choose what items are available for each, as well as customize and add to it.
23. Delete any default selection by clicking the "x'
24. To create your own default items, type your desired selection and hit "create xxxx".
25. Click "Update Inspection"
26. Click "Create New Item"
27. Enter the title of your inspection item or task.
28. Click "Filter by Location"
29. If you want to associate an asset/equipment to your inspection item you will select the equipment by filtering by site, location or equipment.
30. Click the equipment name you want to included. This is optional.
31. Your default options will appear as you set up steps prior, but if you needed to add a specific one to this item you can by doing the same type to create and click the "Create 'XXXXXX"
32. If you want to add a custom question for the inspection item, you can add by clicking "Field Label" and entering your custom question.
33. You can then select how you want the field type to be answered with the options below.
34. Click "Required" if you want the question to be required before completion.
35. Click "Add Field"
36. Your custom questions will appear below and to delete a custom question click the red "x".
37. Enter a description for your inspection item.
38. You can require an image upload, a comment, or meter reading by selecting any or all.
39. Click "Create"
40. Inspection item has been added.
41. Click "Close"
42. Click "Create New Item" to add additional tasks to the inspection.
43. Click "Update Inspection"
44. To view your new inspection click "Inspections"
45. You will find your new inspection schedule.
46. If you need to trigger and inspection before a new work order is generated from the cadence, inside the inspection schedule, click "Trigger Inspection" and then click "Create Work Order"
47. The work order will be generated under the scheduled list and will be tagged by "Inspection" on the work order home page.