As a worker, you may see the Inspections component under your Ongoing Tasks on your Dashboard. This means an Admin for your organization has created and assigned an Inspection for something related to you, be that a Location or an Asset assigned to you. Here are the steps for how to complete and submit an Inspection, both from the Inspections component and from the My Assets component.
Completing an Inspection from the Inspections Component
To begin completing an Inspection, start on your Worker dash and click into your Inspections component.
The list will populate with all the Inspections available to you. The list will be divided by Sections (grey header bars) and Inspections (standard white bars). Any Inspection that needs completion will be marked with either a status that either reads Past Due or Coming Due.
Coming Due Inspections are those that are approaching their need for submission and their status will show in gold.
Past Due Inspections are those that have passed their scheduled submission date and need to be completed. Their status will show in red.
You can click into any of the Inspections listed on the page. Doing so will bring you to a list of the Assets or Locations (depending on the Inspection Type) that you can complete an Inspection for. To begin an Inspection, you can either click on the Location/Asset you want to inspect, or you can click on the Start Inspection button in the top right corner of the screen.
If you are an operator of multiple Assets or if the assignment for a Site Inspection is set up so you can inspect multiple Locations, you may be prompted with a pop-up first to choose the Asset or Location you want to submit.
If you've clicked the Location or Asset that you want to inspect, you can review the previous submissions (if the admins have set them to be visible) for that particular Location or Asset. From there, you can click the Start Inspection button in the top right corner.
In the Inspection itself, you will see a series of sections (the grey bars) with checks that you need to enter. For each check, you'll see a description of what you need to inspect. For each check, you'll see buttons with status choices for you to select from. Choose the appropriate status for the check.
Depending on the status you select, you may need to take an additional action. Your administrator may have set up the Inspection checks such that you need to add a comment or a photo for the check to be passable. If either of those items is needed (it might be both!) you'll see an asterisk appear next to the option.
If you need to add a comment, click into the comment field and add your information.
If you need to add a photo, click the Upload Photo option.
For some devices, there may be a hardware/software incompatibility that disallows the use of your camera when adding photos. You will need to choose an image from your gallery instead.
Unfortunately this is not something Workhub can control or account for, as it is caused by the permissions to access your phone's hardware by your browser(s). We are sorry for the inconvenience!
You will need to ensure that every check has a response of one status choice, and that each needed addition (comment or photo) has been added to be able to submit your Inspection.
You can also optionally add an Action Item to a check if there is a deficiency that needs to be addressed as a result of the check.
For Inspections for Assets, you may also need to enter an odometer reading or an hours value. Those fields should be at the top of your Inspection. Be sure to fill those in!
Once you have your checks all checked, any needed comments or photos added, and your odometer reading and hours information added, you're ready to submit your Inspection!
The Submit button will become available at the top of the page. Click that button to submit your Inspection.
Completing an Inspection from the My Assets Component
The steps for completing an Inspection from the My Assets component are very similar to the steps outlined above. The biggest difference is just the route to the Inspection.
To get started, start on your Worker dash and click into the My Assets component on the right side of the page.
You'll see a list of the Assets you are listed as an operator on listed there. If you have other Workers as Direct Reports, their assets will also populate the page.
You will see a summary of the information for each of your Assets in the list. To begin an Inspection for a specific Asset, click into that Asset's listing.
In the Asset Detail screen, you will see a box on the right devoted to Inspections. The Inspections assigned to your Asset will be listed here, as well as how many submissions have been submitted total and within the last 30 days. To begin an Inspection, click the Inspection Type you want to begin.
Click Start Inspection in the top right corner to begin filling your Inspection.
From there, you can fill the Inspection as you would in the steps outlined above.