The complete list of fields, values, and settings of the Inspections module.
| Menu item |
What the page shows |
| Schedules |
Inspection schedules |
| Defects |
Defects found by inspections |
| Journal |
All inspections; the To do tab shows what is due |
| Templates |
The company’s inspection templates |
| Library |
Ready-made templates to copy |
The Inspection Settings page is under Settings.
| Field |
Required |
Description |
| Name |
yes |
Template name |
| Asset type |
no |
If set, only assets of this type are inspected with the template. Empty means “Any asset type” |
| Description |
no |
What the template is for |
| Active |
— |
An inactive template isn’t offered for new inspections and schedules |
| Checklist |
yes |
Sections and items |
| Field |
Description |
| Item |
What to check |
| Type |
Answer type, see the table below |
| If it fails |
Defect severity if the item fails |
| Required |
The inspection can’t be submitted without an answer |
| Instructions |
A note shown under the item during the inspection |
| Type |
Answer |
When the item fails |
Condition |
| Pass / fail |
Pass or Fail |
The answer is “Fail” |
yes |
| Yes / no |
Yes or No |
The answer is “No” |
yes |
| Number |
A number; Min, Max, and Unit can be set |
The value is out of range |
— |
| Text |
Free text |
Never |
— |
| Choice |
One of the Choices |
The selected choice is marked Fails the item |
yes |
| Rating |
From 1 to the Number of stars (3–10) |
The rating is at or below Fails at or below |
yes |
| Photo |
One or more photos |
Never |
— |
| Meter reading |
A reading of an asset meter: running hours, mileage, or cycles |
Never |
— |
| Signature |
A handwritten signature |
Never |
— |
When the inspection is submitted, a meter reading is written to the asset’s meter of the same type and can’t be lower than the current reading. If the asset has no such meter, the reading is kept only in the inspection. Inspection photos also appear in the asset’s gallery.
| Severity |
Effect on the result |
| Minor |
Result “Passed with defects” |
| Major |
Result “Failed” |
| Critical |
Result “Failed”; an open critical defect can block checking out the asset |
| Result |
When |
| Passed |
No item failed |
| Passed with defects |
Only items with Minor severity failed |
| Failed |
At least one item with Major or Critical severity failed |
| Status |
Description |
| Draft |
The inspection has been started and answers can be changed. It has no number yet |
| Submitted |
The inspection is saved in UNIO24 and has a number and a result. It can only be changed by a correction with a reason |
| Status |
Description |
| Open |
The defect needs follow-up |
| Fixed |
The problem has been fixed: by hand, during the next inspection, or when the linked ticket or work order is done |
| Waived |
The defect won’t be fixed: by hand, when the linked ticket or work order is cancelled, or when the asset is written off |
If the same item fails again while its defect is open, no new defect is created: the defect gets the line “Repeat failures: N, last on …”.
Set separately for each severity on the Inspection settings page.
| Value |
What happens when the inspection is submitted |
| Nothing |
The defect is only recorded. This is the default |
| Ticket |
A ticket “Inspection issue: - ()” is created; its requester is the person who performed the inspection
|
| Work order |
A work order with the same title “Inspection issue: - ()” is created
|
| Field |
Description |
| Template |
Which template the inspections use |
| Applies to |
Every asset of a type or One asset |
| By time, Every |
Interval: a number and a unit (day, week, month, year) |
| By meter |
A meter and a step, for example every 250 running hours |
| Remind this many days ahead |
How many days before the due date the status becomes “Due” and the reminder is sent; no larger than the interval |
| Responsible |
A user or group who gets the reminders. Empty means everyone who can perform inspections |
| Active |
An inactive schedule creates no due dates or reminders |
At least one condition, by time or by meter, has to be set.
| On the asset card and in schedules |
On the To do tab |
When |
| Upcoming |
Soon |
The due date hasn’t come yet |
| Due |
Due |
The date (counting the reminder days) has arrived, or the meter has reached the threshold |
| Overdue |
Overdue |
The due date has passed |
Only dates can be overdue: reaching a meter threshold gives the “Due” status. The To do tab shows overdue inspections, those due now, and those due within the next 14 days.
| Field |
Values |
Default |
| Open critical defect at checkout |
Warn: the asset can be checked out with a warning; Block: check-out and transfers are refused until the defect is closed |
Warn |
| Number prefix |
Up to 10 characters; empty means numbers without a prefix |
INS |
| What a defect opens: Minor / Major / Critical |
Nothing · Ticket · Work order |
Nothing |
Any open defect on an asset is shown as a warning at check-out and when the asset is moved between locations, whatever this setting says.
| Field |
Description |
| Asset type |
The type the rule applies to. Empty means “All asset types” that don’t have a rule of their own |
| Check-out: template and mode |
Which template is filled in at check-out |
| Check-in: template and mode |
Which template is filled in at check-in |
| Mode |
Description |
| Off |
No inspection is asked for |
| Optional |
An inspection is offered, but the form can be saved without it |
| Required |
The form can’t be saved without a completed inspection |
An inspection counts if it uses the rule’s template on this asset, was submitted no more than 24 hours earlier, and hasn’t been used anywhere else. The inspection result doesn’t stop a check-out; only the Block setting for an open critical defect does.
| Work order form field |
Description |
| Inspections before the work |
Templates to check the asset with before work starts; the work order can’t be taken into work until they are completed |
| Inspections after the work |
Templates to check it with after the work; the work order can’t be finished until they are completed |
States of an inspection in the Inspections block of the work order card: Not started, Started, Completed, Template turned off.
| What |
Limit |
| Items per template |
200 |
| Sections per template |
100 |
| Nesting of sections and conditions |
3 levels |
| Conditions per item |
20 |
| Choices per Choice item |
100 |
| Records of a repeatable section in one inspection |
50 |
| Templates per work order stage |
20 |
| Event in the notification settings |
Who gets it |
| Inspection failed |
Users with the Correct inspections and waive defects permission; if there is a critical defect, the email goes out right away |
| Inspection due |
The person responsible for the schedule; if there is none, everyone who can perform inspections |
| Inspection overdue |
The same; the overdue reminder repeats once a week |
You can add the Inspections due widget to the dashboard: it shows how many assets are waiting for an inspection and how many of them are overdue.
In the role editor, the permissions are in the Inspections group.
| Permission |
What it allows |
| View |
See the journal, inspection cards, defects, templates, schedules and the library, and the Inspections tab on the asset card |
| Perform inspections |
Start, fill in, and submit inspections; close defects as fixed |
| Manage inspection templates |
Create, edit, and delete templates and schedules, copy templates from the library, change the inspection settings and the check-out and check-in rules |
| Correct inspections and waive defects |
Correct submitted inspections with a reason, waive defects |
Work order inspections can be run by anyone who is allowed to edit the work order, and check-out and check-in inspections by whoever processes the check-out or check-in. No inspection permissions are needed for that.
