Assets & Work Orders
Equipment: daily checks
Setting one up
- Open Inspections, then the Equipment Inspections tab, and open the inspection type (for example Daily Vehicle Inspection).
- On its Where & when tab, make it Required, either for an asset category or for one asset under By individual asset: every 1 day for a daily or every-shift check, every 7 days for a weekly one.
- On the same tab, in the Daily check box, choose How often: Every day (one Due by time), Every shift (a due-by for each shift, e.g. 09:00 and 21:00), or Weekly (a day and a time, e.g. Monday 09:00). Choose who sees it and whether the supervisor is told, and press Save all. Each inspection type has its own schedule. Leaving the time empty turns the check off.
| Setting | What it does | |
|---|---|---|
| Show to the people tied to the equipment | The operators listed on the asset's page see it at the top of FieldView under Before you start, with a Start button that opens the inspection on that asset. Operators are added under Operators on the asset's page, and Remove beside a name takes them off. Nobody can add themselves. | A machine with no checklist set up says so on its inspection page and can't be filed: an inspection with nothing checked is not a pass. |
| Whoever picks it up that day | Someone not tied to a machine can still take it for the day: on FieldView, tap Using something else today?, search, and tap Use today; or scan the machine's QR and tap Using this today. Its check joins their Before you start list for the day, and Put back removes it if they picked the wrong one. | |
| Positions | Everyone in the chosen positions sees the check for the machines at their own location, e.g. every Operator at LG4. A machine with no location shows to them wherever they work. Leave it empty and only the people tied to the machine, or picking it up, see it. | |
| Tell their supervisor if it's missed | Once the due time passes without this inspection filed on the asset today, the supervisor of each person on the machine who is working today gets one notification. On the machine means tied to it, picked it up today, or in a chosen position at its location; working means signed in today, or picked it up. Nobody working counts as a day off, and a machine marked Not running today isn't due, so in either case nobody is told. |
What counts as done
This inspection filed on the asset since midnight, on your company's clock (the time zone set for the company). A different inspection on the same machine doesn't count; the daily check stays open. If today's inspection found a Warning or Issue, the Today table says flagged. Times shown are in the company's time zone too.
Every shift and weekly
Every shift: each shift's check covers the time since the previous due-by, so with 09:00 and 21:00 the day shift's check is anything filed from 21:00 the night before to 09:00, and a night shift across midnight works. FieldView always shows the shift in progress. A check filed after a shift's due-by counts for the next shift, so a shift is either done or missed, never late. Weekly: the week runs Monday to Sunday; one check any time that week counts, done late if after the due day and time. It stays on FieldView until it's done that week, and Not running today is offered on its due day.
When a machine isn't running
Equipment that doesn't run every day: tap Not running today beside Start on FieldView. That's it, no reason needed. The machine isn't due that day, its supervisor isn't alerted, and the Today table shows Not running today with who marked it. Tapped by mistake? Undo, the same day.
Where you see it
- FieldView: Before you start lists each daily check for the equipment you're tied to, with Done and the time, or Start. The card is hidden when you have none.
- Inspections > Equipment Inspections: the Today table lists every asset with a daily check — Done with the time and who did it, Not yet, or Missed once the due time has passed — plus its due time and the date of its last flagged inspection.
- Assets: the Inspection column says Not inspected today once the due time has passed with nothing filed.
- Stats > Assets > Daily checks: for the last 30 or 90 days, the share done on time, and how many were missed, done late or not running, with a table per machine (sort by any column). A day counts as due only when someone on the machine was working. Results are recorded from 11 Oct 2026, at each check's due time; a missed check filed later the same day becomes done late.
- Stats > Key indicators > Leading indicators: Equipment checks on time, month by month, beside observations and meetings, and in its export. It's a leading indicator because the check is a control done before the machine moves.