File an inspection
Pick the form, then work through it. The hierarchy of controls sits at the top as a guide. Every observation, safe ones included, has its own photo/PDF box.
Where: FieldView → Inspections
Who can: Everyone
Inspections
Two kinds live here. Hazard & safety inspections are site walks on your own forms. Equipment inspections are pre-use checks on an asset; a flagged check raises a Defect for the mechanic. Inspections are filed by the person who looked.
Who uses itWorkerSupervisorAdminPlanAll plans
On the worker side
4 featuresFieldView and your profile menuMore observations
+ Add another observation adds a slot when the form's usual number isn't enough, up to 30.
Where: Inspection form
Who can: Everyone
Use the paper form
Where a form type has a blank form uploaded, Download the blank form, fill it in, and Upload completed form.
Where: Inspection → Upload completed form
Who can: Everyone
Equipment inspections and daily checks
Daily checks for equipment you're tied to show under Before you start with a Start button; filing them by the due time keeps your supervisor from being alerted.
Where: FieldView → Before you start
Who can: Operators
On the admin side
10 featuresDashboard and the Admin paneHazard & safety form types
Build and manage the site inspection forms, and upload a blank PDF, Word or Excel copy on the Overview tab.
Where: Inspections → Setup → Hazard & Safety Forms
Who can: Manage Hazard & Safety Form Types right
Equipment checklists
Checklists per asset category, each check with its options and who is told when it fails. Critical Issue Recipients get every critical fail.
Where: Inspections → Equipment Inspections → checklist
Who can: Inspections: Edit
Assignments & frequency
Make an inspection Required for an asset category or one asset, every 1 day, 7 days and so on. The Daily check box sets every day, every shift or weekly, with due-by times and who it shows to.
Where: Equipment checklist → Assignments & Frequency
Who can: Inspections: Edit
Today table
Every asset with a daily check: Done with time and who, Not yet, Missed, or Not running today.
Where: Inspections → Equipment Inspections → Today
Who can: Inspections: View
Registers with prev / next
Both registers filter and sort. Open one from a filtered list and the top shows where you are (3 of 12) with arrows to move through the same list.
Where: Inspections → registers
Who can: Inspections: View
Sign off
Turn on Require admin sign off and each submission waits as pending. It is signed on the document itself, laid out like the paper form.
Where: Waiting for approval → Review and sign
Who can: Sign Off Inspection Submissions right
Visit targets by position
How often each position should be on an inspection, and who is keeping up, site by site; export for the auditor.
Where: Stats → Settings / Inspections & observations
Who can: Admin
Flagged checks become Defects
Every Issue or Warning on a filed equipment inspection raises a Defect, which anyone allowed can resolve with a note. The inspection itself is never edited.
Where: Inspections → Equipment Inspections → Defects
Who can: Automatic
Resolve a Defect
Close a Defect with a note once it is fixed or no longer applies. No work order needed, on any plan.
Where: Inspections → Equipment Inspections → Defects → Resolve
Who can: Admins, Inspections or Assets: Edit, or whoever filed an inspection on that unit
Delete an inspection
Permanently remove an inspection filed by mistake.
Where: Inspection → Delete
Who can: Delete inspections right
Related articles
- Inspections: building an equipment checklist or a site inspection formBuild a pre-use checklist for equipment, choose who hears when a check fails and which machines need it, or build a hazard & safety form for site walks.
- Inspections: the hierarchy of controls, photos and more observationsThe hierarchy of controls is a guide at the top of every inspection. Add photos or a PDF to any observation, and as many observations as you need.
- Equipment: daily checksMake an inspection type a daily check: due by a time each day, shown on FieldView to the people tied to the equipment, and their supervisor told if it's missed.
- How equipment inspections, Defects and Work Orders fit togetherA flagged check raises a Defect, not a work order. A mechanic decides what happens next — and it isn't an Action Item either.
- Inspections: visit targets by positionSet how often each position should be on an inspection — corporate, managers, supervisors — and see who is keeping up, site by site, for your COR audit.
- Forms: use your own PDF, Word or Excel formUpload the form you already use, let workers fill it in and send it back, and turn what they find into action items.