A site dedicated to Maximo containing over 300 articles, podcast episodes and YouTube videos, updated weekly.
Work Centers, a Functional Footprint (7.6.1.2)
Manage Inspection Forms
Inspection Form Library
Dashboard shows each Inspection Form with latest revision, title and inspection form reference
Each card has buttons to duplicate, preview, learn more
Search field
Create Form button
Create Form
Enter a form name and form type, the reference uses the auto key
Initial status is Draft, and revision is 1
Enter form instructions, a long description with rich text formatting
When saved then shows Revision History for inspection form
Revision History
Revision history table window with action buttons
Delete
Conditional Settings
Edit
Form Settings
Preview
Buttons to Create revision, and return to Form Library
Only Form Settings and Preview actions are shown at Active state. Create Revision button will now be active.
Previous revision is moved to Revised state when new revision is made Active
An inspection form can be made inactive from active state
Edit Form
Form Questions displayed with action buttons:
Information button has long description with rich text formatting
Delete
Duplicate
Edit
Each question can have one or more responses:
Asset Data – Meter Reading, enter meter name
Date Entry
Date and time
Date only
Time only
Media – File Upload, select document folder for attachment
Numeric Entry – allows a single numeric value response
Selectable Responses – allows multiple response values to be entered for which one will be chosen. Can associate an icon, color and indicate whether action is needed if responder chooses this response.
Text Entry – allows a single text response
A response can be duplicated or deleted. Each response can have a description. A response can be made required. A response can be hidden.
Add Question button
One or more questions can be selected and grouped using the Create Groups button.
Reorder questions by dragging them to required position
Groups of questions displayed with action buttons:
Delete – will delete the group and its questions
Duplicate – will duplicate group and its questions
Information button has long description with rich text formatting
Form Settings
Automation script actions can be selected. Currently there is one to create a work order for items requiring action.
Button for audio enabled form. Note WATSONTTS (Text to Speech) end point needs to be configured.
Button to require reading confirmation
Conditional Settings
When a question has multiple responses, you can make one conditional based on the response of another. For example, if your first question gave a Pass or Fail response, then add a condition that when Fail you are required to also enter a Comment.
Conditions can only be added to single choice responses and on characteristic meter readings.
Conditions are only added between responses of the same question.
Preview
Provides a visualisation of the inspection form when used by the Conduct an Inspection tool.
Leave a Reply