To create a new Asset Inspection Type, navigate to the Work Wallet Settings page, located in the bottom-left corner of the screen. This option is only available to users with Wallet Administrator permissions.
Select Asset Types
From this page, you can create and configure new Asset Inspection Types and their associated workflows. To manage an existing Inspection Type, select the View button next to the relevant Asset Inspection Type to review or update its settings, questions, validation rules, and scoring criteria.
First, complete the required fields for your new Asset Inspection Type. Once all relevant information has been entered, click Save to create the inspection type and continue configuring its workflow.
Once your Asset Inspection Type has been created, you can begin building its workflow by selecting the Workflow tab located alongside the inspection details tab.
The Asset Inspection workflow defines the information that users are required to capture when carrying out an asset inspection. Within the workflow, you can create and configure inspection questions to collect a wide range of response types, ensuring the necessary data is gathered consistently and accurately.
- Scored responses provide a scored single select option for the user to choose. For more information on how these responses are scored, see Asset Inspection Grading. These options can also be branched so that follow up questions can be asked, based on the response type. In addition, depending on the response given, you can add conditional logic to mandate a linked item if required.
- Questions these are fields where users are able to submit text, for example if you are asking for details that require a description, users will be able to answer this question in full.
- Date Picker this will give users capacity to add the value of a date or time as a response to your question, for example "When was the last inspection completed".
- Workflow Branch when building a workflow branch a user can select one of the responses given. From there, you can then add on a further component as a follow up to that response. For example, when the user selects 'No' you can then add a question component asking for further information.
- Photos give users the ability to take a picture on their device at the time of inspection or upload an image from their device/ desktop.
- Number requests a numeric response, the unit can also be changed to help determine further the number they're submitting whether this is in weight, temperature etc.
- Checkbox can support the selection of one or many items. Once an item within the checkbox is selected there is no further detail that is requested of the user.
- Signature for one or multiple users to sign and declare a statement within the Asset Inspection. You can request that the signee be a Work Wallet User, a Work Wallet contact or free text for them to be able to type in their own name, from this you can also request their job title.
- Instruction is for text to be inserted for the user to see when completing the Audit. It could be important information or specific guidance. Users are not able to respond to instruction components.
Note: Instructions do not get rendered on the final Asset Inspection PDF Report
Sections
You can also add sections to your Asset inspections, to help group sets of questions together to make it easier for your users when completing their Asset inspection. Within a section, you can provide a name and description, along with additional options:
- Allow section to be excluded: If this is selected, when creating the Asset Inspection, the user can choose to include or exclude the section and the questions within it.
- Show section score: If this is selected, the score for the section will be shown in the main Asset Inspection report, in addition to the main Asset inspection score.
- A defect sets all inspection component scores to 0: If this is selected, the score for the section will be 0 if a defect has been selected.
Asset Versions
Once you're happy with your workflow, ensure that you save and publish the draft so that users are able to create their inspections. All Asset Inspection Types are version controlled. This means historic versions are preserved for accurate record keeping, as well as allowing you to work on a Draft version before making it available to your end users.
Whenever an Asset Inspection is started, it will use the current published version as the version it works on which will not change, even if a future version supersedes it.
