Equipment Setup Guide

After the 'Equipment' field has been added to your fieldsets and assigned to projects, you can add the field to an existing inspection template or create a new template.

• Add to Existing Template

• Create a New Template

Add Equipment to Existing Template

1. Navigate to the Company level Inspections tool.

2. Click Edit next to the template you want to edit.
   Note: It must have the same Inspection Type as the fieldset where the Equipment field was added (for example, Safety).

3. Under Inspection Items, add sections and items to your inspection as follows related to your equipment:

   • + Add section : Click this button to add a section to your inspection template.

   • + Add item : Click this button to add an item within the current section.

   • + Quick Add: See What is Inspection Template Item Quick Add?
     Note : You can reorder individual items within a section of your template by dragging your item with the reorder icon. To reorder an entire section, click the toggle on icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template.

   • + Add References: Click this button to attach files from your computer for additional inspection item details.

4. Select a response type for individual items from the Response Type menu.
   OR
   To select the same response type for multiple items, mark the checkboxes next to the individual items or the section header, then click the **Edit Response Type button.

5. To turn on inspection item requirements, tab or scroll over to the Require Observations On or Require Photos On columns.
   Note: If the requirement is not provided by the user, the inspection response will not be saved.

6. Click Select a Response.

   • Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.

   • Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'.

   • Click 'X' to remove any of your response types.

7. Click Update.

Create a New Template

1. Navigate to the Company level Inspections tool.

2. Click Create.
   Note: You can also Clone an Existing Company Level Inspection Template.

3. Enter the General Information.

4. For the Type, choose the Inspection Type that includes the Equipment in the configurable fieldset (for example, Safety).
   Note: The Equipment field does not display in the template but is available when the inspection is created in a project.

5. Under Inspection Items, add sections and items to your inspection as follows related to your equipment:

   • + Add section : Click this button to add a section to your inspection template.

   • + Add item : Click this button to add an item within the current section.

   • + Quick Add: See What is Inspection Template Item Quick Add?
     Note : You can reorder individual items within a section of your template by dragging your item with the reorder icon. To reorder an entire section, click the toggle on icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template.

   • + Add References: Click this button to attach files from your computer for additional inspection item details.

6. Select a response type for individual items from the Response Type menu.
   OR
   To select the same response type for multiple items, mark the checkboxes next to the individual items or the section header, then click the **Edit Response Type button.

7. To turn on inspection item requirements, tab or scroll over to the Require Observations On or Require Photos On columns.
   Note: If the requirement is not provided by the user, the inspection response will not be saved.

8. Click Select a Response.

   • Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.

   • Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'.

   • Click 'X' to remove any of your response types.

9. Click Create.