What is this?
The Inspection History report lists every inspection your crews completed. Each row shows the machine, when it was inspected, who did it and the result. Click a row to read the full inspection. It is your record for daily inspections, audits and customer requests.
Who's this for?
- Equipment managers, review results across the fleet and find machines that keep failing.
- Safety and compliance, pull a full inspection record for any period.
- Shop foremen, check what operators reported before you plan the work.
How to use it
Step 1: Open the report
In the main menu, go to Insights > Reports and click Inspection History.
Step 2: Pick the dates
Click the date button next to Filters. Choose Day, Week, Month or Year, or pick Custom and click a start day and an end day.
Step 3: Read the list
Each row is one inspection. Check Inspected at, Inspected by and Result. A result in green reads PASS. A result in red shows the issue level and how many issues were found, for example Breakdown: 1.
Step 4: Open an inspection
Click a row or its result. The inspection opens on the right with the template, engine hours, mileage, the inspector, the issues and the location. Click the PDF icon to download it.
Step 5: Filter the list
Click Filters. Narrow the list by project, crew, asset type, inspector or inspection template. Under Inspection Result, choose Passed, Issue Reported, Comment or Draft.
Step 6: Group the list
Use the panel on the left. Hierarchy shows your organization and projects. Click a project to narrow the list. Group By organizes the list by Project or Crew.
Step 7: Export the inspections
Click Export Inspection, pick a time frame and click Export. To export only some inspections, tick their rows and choose Export Selected from the arrow next to the button.
Step 8: Schedule the report
Click Schedule Report to get the report by email. Give it a name, choose Daily, Weekly or Monthly, then add the parameters and recipients.
The full details
- Where to find it: Insights > Reports > Inspection History, in the web app.
- Report Project: the project the inspection was done on. Current Project is the machine's project today.
- Result: PASS, or the issue level with the number of issues found.
- Operational Status: under Filters, show machines that ran more than the operating hours limit, did not run, or both.
- Approval Status: when your company approves inspections, filter by pending, rejected or approved.
- Columns: use the Table Settings icon at the top right to choose your columns.
- Download and share: use the icons at the top right to download the list or email it.
- Visibility: the report shows in your menu only when your company has it turned on.
Tips
- Filter to Issue Reported first to find the machines that need attention.
- Group by Project to build an inspection record for one job site.
- Use Export Inspection when an auditor or customer asks for the inspections of a period.
- Use Inspection Summary to see which machines ran without an inspection.
