Inspection Checklists
Inspection Checklists provide structured processes for safety checks, condition reporting and quality assurance.
They can be used for:
Pre-hire or pre-start inspections
Post-hire inspections
Scheduled or recurring inspections
Inspections performed as part of maintenance or servicing
Inspection status and availability
An inspection is:
Pending when no Finish Date has been entered
Completed when a Finish Date has been entered
An unfinished inspection can make the item unavailable until its Finish Date is entered. If the Start Date is blank, the item may remain unavailable until the inspection is completed.
To prevent incomplete inspections from affecting availability, go to Setup > Preferences > Maintenance > Inspection Checklists and enable Disable Maintenance Inspection Availability Checks.
When branches are enabled:
An unfinished inspection for a singular hire item affects that item’s availability regardless of the Inspection Branch.
For a bulk hire item, the Inspection Branch determines which branch’s availability is affected.
Check the Inspection Branch when an inspection is performed at a different location from the item’s usual branch.
Create a scheduled inspection
Go to Maintenance > Inspection Checklists.
Select New Inspection.
Select the item and Inspection Type.
Select Continue.
Enter the Start Date and Finish Date where known.
Select the Inspection Branch where applicable.
Enter the Inspection Reason, Service Technician and Meter Reading.
Select the Inspection Template.
Mark the checklist items as Pass or Fail.
Add technician or customer signatures where required.
Capture or upload photos where required.
Save the inspection.
Scheduled inspections can be created as ad hoc inspections or based on the next inspection due date from the item’s last completed inspection.
Complete a pre-hire or post-hire inspection
Items can have default Pre Inspection and Post Inspection templates.
When an invoice contains an item requiring an inspection:
Open the invoice.
Select the Pre/Post Inspection prompt.
Review the items displayed on the Pre/Post Inspections screen.
Select No (Create) beside an inspection that has not been completed.
Check the item and Inspection Branch.
Complete the checklist.
Save the changes.
Incomplete inspections appear in red. Completed inspections appear in green.
Saved inspections can also be viewed through Maintenance > Inspection Checklists.
Automatically create post-hire inspections
HirePOS can automatically create a post-inspection checklist when an item is returned if:
Automatic post-inspections are enabled under Setup > Preferences > Maintenance.
The hire item has a Post Inspection Template assigned.
Off-hiring an item does not create the post inspection. The inspection is created when the item is returned.
Assign a post-inspection template to an item
Go to Setup > Items.
Open the hire item.
Select a Post Inspection Checklist template.
Save the changes.
Inspection templates
Inspection templates can be created and managed by Administrators from the Maintenance > Inspection Checklists screen.
When troubleshooting an item that appears unavailable, check for unfinished inspection checklists, their dates and their Inspection Branch before changing the item quantity.