Using the Inspection Calendar

5 min read

What is this?

The Inspection Report (Calendar) shows one row per asset and one icon per day. Each icon tells you if the asset passed its inspection, reported issues, missed an inspection while it was working, or did not run at all. Use it to find missed inspections fast and to follow inspection habits week by week.

Who's this for?

Equipment managers, see which machines ran without an inspection.
Safety managers, check inspection completion for audits and safety meetings.
Superintendents and foremen, follow up with crews that skip inspections.

How to use it

Step 1: Open the report

In the main menu, go to Insights > Reports and click Inspection Report (Calendar).

Main menu with Insights, Reports expanded and Inspection Report (Calendar) highlighted

Step 2: Pick the dates

Click the date button. Choose Day, Week, Month, Year or Custom, then pick the period. You can also use a preset such as Last Week. The report opens on the current month.

Time frame picker with Week selected and the week of September 6 to 12 highlighted, plus This Week, Last Week and Last 4 Wks presets

Step 3: Read the summary tiles

The tiles count each result for the dates you picked: Missed Inspection, Issues Reported, Non-Operating and Passed. Click a tile to show only the assets with that result. Click it again to show all assets.

Summary tiles: Missed Inspection 256, Issues Reported 19, Non-Operating 371, Passed 54

Step 4: Choose how rows are grouped

Click Data Structure. Select the levels you want, for example Division, Project or Asset Type. Drag a level to change the order, then click Save.

Data Structure menu with Division and Asset selected, and Corp, Area, Project, Asset Type and Product Class cleared

Step 5: Read the calendar

Click a group to open it and see its assets. Each asset shows its Completion Rate (%) and one icon per day. When there are many assets, use the arrows next to Showing to move to the next page of assets.

Unassigned group open with assets PV-113 to RC-114, completion rates from 20 to 100 percent, and daily check, cross, missed and not operating icons

Step 6: Check a day

Point to an icon to see what happened that day, for example Failed inspection and the number of issues reported. Click the icon, or the arrow in the tooltip, to open the inspection.

Tooltip on a red cross for Wednesday 9 that reads Failed inspection, 2 issues reported, with an arrow to open it

Step 7: Review the inspection

The inspection opens on the right. It shows the date, the template, who inspected the asset, the issues found and the location. Use the PDF icon at the top to download the inspection.

Inspection panel for PV-114 on Sep 9 with the Service Request template, Inspected by Kyle Schaefer, one Attention issue and a location map

Step 8: Filter the report

Click Filters to narrow the report by organization, project, crew, asset type, product class, inspection template, ownership or inspection result. Under Operational Status, click Edit to change how many hours count as operating.

Filters panel with Current Project, Report Project, Crew, Asset Type, Product Class, Inspection Template, Ownership, Operational Status with Operating more than 1 hour, and Inspection Result

Step 9: Download, share or schedule

Use the download icon at the top right for Download .xls or Download .csv. The share icon emails the report. Click Schedule Report to get it by email Daily, Weekly or Monthly.

Download menu open with Download .xls and Download .csv

Schedule Report window with the Inspection Report (Calendar) template, Daily selected and a 07:00 AM send time

The full details

Where to find it: Insights > Reports > Inspection Report (Calendar), in the web app.
Green check (Passed): the asset passed its inspection that day.
Red cross (Issues Reported): the inspection found issues. The tooltip shows how many.
Red circle with a line (Missed): the asset worked that day, but nobody inspected it. The tooltip shows the operating hours.
Blue Zz (Not Operating): the asset did not work and was not inspected, so no inspection was expected.
Operating: an asset counts as working when it ran more than the hours set under Operational Status in Filters.
Completion Rate (%): passed and failed days, divided by passed, failed and missed days. Days the asset did not work do not count.
Group names: the level names in Data Structure come from your company settings, so they can differ from the example.
Visibility: the report shows in your menu only when your company has it turned on.

Tips

Review last week every Monday, before small gaps turn into habits.
Click the Missed Inspection tile to see only the assets that need a follow up.
Group by Project to compare inspection habits between job sites.
Schedule a weekly email to your superintendents so they see their own results.