Inspection Checklists

Edited

Introduction

Within the Maintenance Module and HirePOS in general, Inspection Checklists provide tools for general routine inspections, safety checks, and quality assurance.

Usage of Inspection Checklists

Inspection checklists serve various purposes:

Pre Hire (Pre Start) Inspections

Pre-hire inspections are conducted before an item is rented out to ensure it meets safety and quality standards.

Post Hire Inspections

Post-hire inspections are conducted after the item is returned to assess its condition after the rental period.

Scheduled/Regular Inspections

Scheduled inspections occur at predefined intervals, such as yearly or every 90 days.

Inspection as Part of a Service or Maintenance Task

Inspections may also be part of a regular service or maintenance task for an item.

Inspection Status and Dates

Inspections can be either Pending or Completed.

  • Pending: Inspections are considered pending when no "Finish Date" is populated.

  • Completed: When a finish date is specified, the inspection is deemed complete.

The Start Date of an inspection can either be blank or populated. If left blank, the item will remain unavailable until the Finish Date is populated.

If you prefer not to have incomplete inspections affect item availability, you can disable this behaviour in the system settings via Setup > Preferences > Miscellaneous > Other and select "Disable Maintenance Inspection Availability Checks".

Scheduled Inspections

Scheduled inspections include both ad-hoc inspections and those due to be completed based on the due date of the last completed inspection for the item.

To Add a New Scheduled Inspection:

  1. Go to Maintenance > Inspection Checklists from the main menu.

  2. Click on New Inspection.

  3. Select the item for inspection, choose the Inspection Type, and click Continue.

  4. Specify the Start Date, Finish Date, Inspection Reason, Service Technician, Meter Reading, Inspection Template, and mark checklist items as Pass or Fail.

  5. Optionally, record signatures by clicking Technician Signature and/or Customer Signature.

  6. Optionally, capture or upload photos for the inspection by clicking the Photos button.

  7. Save the inspection.

Pre & Post Inspection Checklists

Pre-inspection checklists are done before the hire period begins, while post-inspection checklists are completed after the hire period ends.

Completing a Pre/Post Inspection on an Invoice

When working on an invoice with items that have Pre/Post Inspection templates assigned:

  1. An item with a template selected will prompt Pre/Post Template required on the invoice.

  2. Clicking this prompt will open the Pre/Post Inspections screen.

  3. Items with specified templates will be displayed in red if not completed and green if completed.

  4. Click on a red No (Create) button to open the default template for completion.

  5. Save changes once the inspection is completed, and the template will appear in the Maintenance > Inspection Checklists screen.

Auto-Creating Post Inspection Checklists on Item Return

Post inspections can be automatically generated upon item return if:

  1. The relevant setting is enabled (found under Setup > Preferences > Maintenance).

  2. The item being returned has a Post Inspection Template assigned to it.

Not that "Off Hires" do NOT auto-create a post inspection, only "Returns".

Inspection Templates

Inspection Templates must be created and accessed only by administrators when on the Maintenance > Inspection Checklists screen.

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