Creating a Form Inspection Template

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To create a form inspection template:

1.From the Main Menu, select the module (QA/QC, Safety, Commissioning or Punchlist) for which you want to create an inspection template.
2.From the Main Menu click Setup and from the submenu, click Projects. The Projects Setup Directory page opens.
3.From the Inspections section, click Inspection Templates. The List of Templates page opens.
4.Click the Add New Template button. The Inspection Template Details page opens.
5.From the Type drop-down list, select Form (iPad and Windows).
6.Enter the name for the template in the Template Name data field.
7.Enter the timeframe during which issues noted in the inspection are to remain open to allow them to be corrected in the Threshold data field.
8.Enter the time expected to complete the inspection in the Duration data field. Issue List inspection templates do not use the Duration data field.
9.Enter any notes for the inspector in the Instructions data field. Issue List inspection templates do not use the Instructions data field.
10.Click the Save Changes button. The new inspection template is saved.

 

See also Setting Up Linear Forms  and Setting up PDF Forms


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