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How Do I Create a New Inspection Form?

If you have existing Inspection Forms on the system, you can use them as a basis to create new forms to assign to plant and equipment. Once the new inspection forms have been created, they can be assigned to specific plant and vehicle types. These forms will then be automatically applied when selecting from the ‘Types’ dropdown while adding vehicles and equipment to the system.

1. On the left column, go to settings and click Form Builder.
2. Click Open Form.
3. Select the form you want to create and the version from the dropdown options.
4. Click Save Form.
5. Click Create New One.
6. To create a plant inspection form, select Equipments from the dropdown options.
7. To create a vehicle inspection form, select Vehicle Inspections from the dropdown options.

Next, you will need to apply the inspection form to a plant type in order for the form to be applied when carrying out an inspection on equipment.

1. Go to Equipment Libraries in settings.
2. Click New Equipment Type.
3. Enter the Name and Description.
4. Select the Equipment Form(s) from the dropdown options.
5. Enter the Inspection Time.
6. Click Save & Submit.

To apply the inspection form to vehicle types:

1. Go to Vehicle Types in settings.
2. Click New Vehicle Type.
3. Enter the Name and Description.
4. Select the Document Types.
5. Select the Vehicle Inspection Form(s) from the dropdown options.
6. Click Save & Submit.

You can also apply a form to existing Plant Types:

1. Go to Settings and click Equipment Libraries.
2. Click on the Plant Type you want to assign the form to.
3. Select the Form(s) from the dropdown options
4. Click Save Changes.

You will now be able to select this form when you are carrying out an inspection.

This is required before you can create an inspection form:

1. Add digitised inspection forms
2. Create plant types