Equipment and Vehicle Inspections
Company tierIn the app: /inspections
Equipment & Vehicle Inspections keeps a register of the forklifts, ladders, harnesses, trucks and anything else that needs a recurring check, with a checklist for each and a schedule that tells you what is due. A failed item becomes a corrective action.
1.Register your equipment
- Open Inspections and press Add Equipment.
- Enter the name, the equipment category, the unit or serial number and the job site it lives at.
- Anyone with a login can add equipment.
2.Create a checklist template (admin)
- Press Manage Equipment & Templates. The Template Library lists ready-made checklists for forklifts, aerial lifts, scaffolds, ladders, vehicles and fire extinguishers, each written to the OSHA standard shown and set to the frequency that standard expects. Press Copy to My Templates to add one.
- Under Your Checklist Templates, press Edit to change a copy's name, frequency, standard line or items. Inspections already recorded keep the checklist they were done against.
- To build one from nothing, use Add Checklist Template: a name, the frequency, and the items one per line.
3.Put equipment on the schedule (admin)
- Press Assign Inspection and pick a piece of equipment and a template.
- Optionally name a responsible person. They get alerts when the inspection is due or overdue.
- Save. We calculate the next due date from the last completed inspection and the template's frequency; equipment never inspected is due now.
4.Complete an inspection
- Find the equipment in the schedule and press Inspect.
- Mark each item Pass or Fail, write defect notes for anything wrong, and enter who inspected it.
- Press Complete Inspection. The log is recorded and the next due date moves forward.
- For a failed item, press + Corrective Action to track the repair.
Common questions
- Can I record an inspection with no signal?
- Yes. Open Inspections once with signal so the phone saves the equipment and the schedule. With no signal, the inspection you record saves on the phone and uploads by itself, with the time you did it, when the signal returns. See Working without signal.
- Where do the ready-made inspection checklists come from?
- The template library. Each checklist is written to the OSHA standard printed on it, for example 29 CFR 1910.178(q)(7) for the forklift pre-shift examination, and is set to the frequency that standard expects. Copy it, then edit it to match the manufacturer's inspection list for your own equipment.
- Where do I see what is overdue?
- The schedule shows Next Due, Last Done and a status for each assignment. Overdue and due-soon inspections also appear in the Needs Attention card, the notification bell and the Monday reminder email.
- Why can't I create a template?
- Templates and the recurring schedule decide what a compliant inspection is and how often it happens, so they are admin-only. Anyone can add equipment and complete inspections.