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Inspections: Designing Inspection Forms to Manage your Program

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Presentation on theme: "Inspections: Designing Inspection Forms to Manage your Program"— Presentation transcript:

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

2 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]

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

4 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]

5 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

6 Live Presentation of Inspection Module

7 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?

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


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