Inspections: Designing Inspection Forms to Manage your Program

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Presentation transcript:

Inspections: Designing Inspection Forms to Manage your Program Vincent Yee, P.E., vyee@nexgenam.com User Conference | October 20, 2016 9:30 am – 10:00 am

Inspections Create custom inspections to capture data [UX] Inspections on list view [UX] Inspections on map view [UX] Grid view provides advanced search, grouping & filtering [O]

Inspection Export Export inspection data to Excel [O] Excel exports can be linked to other reporting files [UX]

Inspection Details Inspection Status to track workflow [UX] Supervisors & Lead for workflow notifications [UX] Comments field that stamps user & time of each comment [UX] Last inspection entry for reference [O]

Create Custom Inspections [UX] Setup module to create custom user defined inspection templates. Inspection templates can be used for data capture for compliance, documentation, monitoring & reporting. Municipalities: SSO, FOG, Well, Facilities: Compliance (elevators, fire) Manufacturing: Safety, Performance Data

Live Presentation of Inspection Module

FAQ How do I create one inspection that will allow me to capture data for multiple assets? How do I get the data out of NEXGEN to link to my custom reports? Can I do an inspection during a work order process? What is the difference between using WO user defined fields for specific task vs inspections to capture data on asset?

Questions Vincent Yee, P.E. vyee@nexgenam.com 916.779.7300 User Conference | October 20, 2016 9:30 am – 10:00 am Inspections: Designing Inspection Forms to Manage your Program