How Do I Configure a Plant Type?
The system provides a feature to configure Plant Types, enabling you to create fully customised plant types based on your specific requirements. When setting up plant and equipment, you assign it a Type, which determines inspection schedules and requirements.
Administrators can add plant and equipment to the system and conduct equipment inspections.
This article includes step-by-step instructions on how to configure a Plant Type.
- On the left side menu, go to Settings and click Equipment Libraries.
- Click +New Equipment Types.
- Enter the Name and Description of the plant type.
- Tick the box if there is an Inspection Upload Required - this means that equipment inspections will be performed through document uploads.
- Choose the Inspection Form(s) from the dropdown options. When a form is selected, requirements to add information about the form will appear below:
- Tick the box if you want the inspection to repeat periodically and a new inspection to be created automatically.
- Enter the Inspection Period Months and Days.
- Enter the Grace Period - this is the number of days in advance in which users can create an inspection before the scheduled date.
- Select the day that will be used to control the scheduled date - the creation or inspection date.
- Add Emergency Inspection Forms by selecting from the dropdown options - these forms allow you to create additional inspections as needed, regardless of the schedule.
- Click Save & Submit.
This is required before you can add a Plant Type:
- Digitise your Equipment Forms
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name and inspection period days and months.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description and equipment forms.
Other Options:
- Under the dropdown options, you might see an option to add more forms, by clicking the Here button highlighted. This will take you to the Form Builder section - be cautious that when you click this button, the details you have entered will be deleted.