Completing an Inspection

This guide will walk you through the process of completing an inspection within the system. Follow the steps below to accurately complete and record your inspection, update item statuses, and assign repair tasks if needed. Whether you're inspecting equipment, tools, or other items, this process ensures all necessary details are captured efficiently.

🔑 ACCESS LEVEL REQUIRED: Owner, Editor or Member/Member+ with Equipment Basic

â„šī¸ NOTE: If you have turned on the auto-unserviceable setting, and an item of equipment is not inspected by it's due date, it will mark the item as Unserviceable and you will need to update the status manually or complete the inspection to set it back to Operational.

âš ī¸ ATTENTION: If the inspection was completed more than 1 day ago, only an Account Owner can make changes to that inspection. This includes adding any attachments as well.

âš ī¸  ATTENTION: An inspection cannot be passed if any of the inspection steps are marked as a Fail. Additionally, the inspection will fail if the item status is marked as Lost.

Quickly Navigate to a Specific Section in this Article:

  1. Web Inspection Feature
  2. Mobile app Inspection Feature

Web Inspection Feature

  1. Go to Logistics > Equipment
  2. Click on the Inspections tab
  3. Select the Inspection you want to complete
  4. Click Inspect Now or Continue Inspection next to the item you are inspecting
  5. Select Pass, Fail or N/A next to each step in the inspection;
    1. If any step is marked as a Fail, it will result in the entire inspection being marked as Fail
  6. You have the option to leave a note on each step
  7. Select the ✎ edit icon under Item Status to assign the status of the item to Operational, Unserviceable or Lost but leave as is if the status will not change
  8. Select the ✎ edit icon under Attachments to upload an attachment to this item's inspection
  9. Select the ✎ edit icon under Date Completed to select the inspection completion date from the calendar
  10. To create a Repair as a result of the inspection, select Add Repair under the applicable step or under Advanced Options
  11. Mark the item's inspection result as either Pass or Fail
    1. Click Save for later.... if wish to stop and pick up the inspection at a later time
  12. Repeat steps above until all items have been inspected

Advanced Options

  • Inspection Notes and Repairs: Include comments or schedule repairs for the entire inspection here or for each specific step, as outlined in the steps above.
  • Item Status: Maintain the item's status as Operational or designate it as Unserviceable or Lost.
  • Date Completed: Keep today's date as the completed inspection date or modify it as needed.

Mobile app Inspection Feature

  1. Open the D4H Equipment Management app
  2. From the home screen, click the more options ☰ menu in the upper left
    1. Or you can access the inspection directly from the main screen
  3. Select Inspections
  4. Click either Due & Soon or All Inspections
  5. Chose an inspection to complete
  6. Select Inspect Now
  7. Select Pass, Fail or N/A next to each step in the inspection;
    1. If any step is marked as a Fail, it will result in the entire inspection being marked as Fail
  8. You have the option to leave a note on each step
  9. Select the ✎ edit icon under Item Status to assign the status of the item to Operational, Unserviceable or Lost but leave as is if the status will not change
  10. Select the ✎ edit icon under Attachments to upload an attachment to this item's inspection
  11. Select the ✎ edit icon under Date Completed to select the inspection completion date from the calendar
  12. To create a Repair as a result of the inspection, select Add Repair under the applicable step or under Advanced Options
  13. Mark the item's inspection result as either Pass or Fail
    1. Click Save for later.... if wish to stop and pick up the inspection at a later time
  14. Repeat steps above until all items have been inspected

Advanced Options

  • Inspection Notes and Repairs: Include comments or schedule repairs for the entire inspection here or for each specific step, as outlined in the steps above.
  • Item Status: Maintain the item's status as Operational or designate it as Unserviceable or Lost.
  • Date Completed: Keep today's date as the completed inspection date or modify it as needed.

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