Mastering Inspections in WebTMA

Jenny PinoTMA Systems

Purpose• Group-based Work Orders for PMs do not have

the ability to track missed or failed items during the Inspection

• General Inspections was designed to offer a new visual approach to collect and enter data, taking Group-based PM Work Orders to another level

• Retain Inspection data for future reference that can be used for Preventive Maintenance analysis of individual Group items

SetupBefore the system can generate an Inspection Sheet, all of the following must take place: • Create Inspection Tasks• Create Inspection Forms for Inspection Tasks• Create Inspection Checks • Design Inspection Sheet Layout on

Inspection Form

Inspection Tasks

• Inspection Tasks are the same as Task Codes created in Organization > Task > Records / Identity Tab

• Task Codes can contain PM Task Sheets and be combined with Inspections; however, PM Tasks and Master Checks are global to the PM compared to General Inspection Tasks, which are specific to each item within the Group

Create Inspection Tasks

Path: Organization > Task > Records / Identity Tab

Inspection Forms• Inspection Forms module incorporates Tasks,

Checks, and Check Items needed to generate the Inspection Sheet

• Inspection Sheet is opened from Work Orders created manually or during PM Generation

Create Inspection Forms

Path: Organization > General Inspections > Inspection Form / Identity Tab

Corrective Work Order Default Values

• Users can assign lowest level of default values for Corrective Work Orders at the Check level, specific to the actual Check rather than the entire form

• If the Check level does not have default values set, then data in Default section of the Identity tab will be used on Corrective Work Orders that are auto-generated on failed Checks

Inspection Checks

• Inspection Checks are free-form text fields that define each Check, allowing users to assign functionality to track Pass/Fail, Input, and Comments for one or all options

• Data options on the printout depend on the type of Inspection being performed

• Printout Value Options include Yes/No, Input, and Comments

Create Inspection Checks

Path: Organization > General Inspections > Master Inspection Check

Inspection Form Specific Checks

Path: Organization > General Inspections > Inspection Form>Inspection Checks Tab

Design Inspection Sheet Layout

Path: Organization > General Inspections > Inspection Form / Layout Tab

Functionality

• Group record is created automatically• Create PM Schedules for General Inspection

forms by assigning Inspection Tasks to Groups using PM Scheduler

• Generate PM Work Orders or create Work Orders using an Inspection Task

Access to Inspection FormsThree ways to access Inspection Forms:• From the Inspection Form window, go to the

Inspection Tab, and a list of Work Orders and the current status of the form are listed

• From Tasks Tab on the Work Order window. The Single Task Work Order window includes a link to the form on the Task Info Subtab if an Inspection Form is available for the work order.

• If WebTMA GO is purchased, then the Inspections can be pulled up from the Inspections > General Inspections menu option

Inspection Form

Path: Organization > General Inspections > Inspection Form / Inspection Tab

Work Order

Path: Transactions > Work Order > Records / Tasks Tab

Inspection Sheet

Path: Transactions > Work Order > Records / Tasks Tab

Failed Checks

Path: Transactions > Work Order > Records / Tasks Tab

Useful Tips• PM Tasks and Master Checks are global to the PM • General Inspection Tasks are specific to each item

within the Group• Inspection Sheet checkout is limited to one

technician at a time to ensure data integrity• Consider how form is created when setting

default print form• Users can only modify a Group record from the

Inspection form, not the Group window

WebTMA GO

• Checkout Inspections• Fill out forms• Generate Corrective Work Orders on Failures• Check-in Inspections

WebTMA GO Inspections List

Inspection Sheet

Create Corrective Work OrderIf “Failed” selected on a check line, a corrective work order is started.

Why Use Room Inspections?• Forms Specific to Area Types (Resident Double,

Common Area, Hallway)• Inspection Points are Free Form Text and Don’t

Require Tagged Items to be Added in WebTMA• Values can Create Work Orders with Other Charge

line with Flat Fee, Cost per Each Incident, or Actual Cost

• Inspector Cannot Modify Repair Work Order on Device

• Inspection Forms Available in mobileTMA PPC, mobileTMA GO, WebTMA GO, or Full User

Why Use General Inspections?• Built Based on a Route the Inspector Should

Follow• Points Are Maintenance-Worthy Items

Configured in Application• Checks Are Configured to Require Value,

Comment, or Pass/Fail Value• Failure Initiates Corrective Work Order that the

Inspector Can Modify• Forms are Available in WebTMA GO, Technician

Login or as a Full User

Questions

Please complete the evaluations