Approving inspection results

The Approve Inspection Results form consists of two pages: the Parameters page and the Preview page. On the Parameters page, you can define the selection criteria for locating the inspection points to process in the batch. The Preview page allows you to preview all of the inspection points selected for processing based on the selection parameters, enabling you to select or clear inspection points to include in the batch generation process before you actually process the inspection point batch. You can select or clear individual inspection points for processing, or you can select or clear all inspection points for processing.

Note: In order to approve inspection points, you must have the necessary authorizations to the Approve Inspection Result form and the Preview page, and you must enter a specific organization.
  1. Select Work > Process > Approve Inspection Results.
  2. Specify this information:
    Organization
    Specify the organization to which the inspection point belongs if you use multi-organization security.
    Inspection Status
    Specify the status to determine at which point the batch approval of work order inspection points is to be performed.
    Note: When the system is prompted to perform the batch approval of work order inspection points, work order inspection points that are associated with a work order whose inspection status is equal to the status specified here will be included.
    Route
    Work Order
    PM
    Equipment Type
    Equipment
    Location
    Department
    Equipment Class
    Category
    Specify one or all of these selection parameters for generating the inspection point batch.
  3. Click Process.
  4. Select each inspection point you wish to approve in the inspection point batch as necessary, or you can unselect each inspection point you do not wish to approve in the inspection point batch as necessary.
    Note: To select all the inspection points at once, select the Select check box. To clear all the inspection points at once, clear the Select check box.
  5. Click Approve. The Inspection Status of any affected work orders is updated. If any errors occur, then the record’s visual attribute is changed to red, and an error message is displayed in the Error Message column of the Preview list.
    Note: If you have set up the system to require an electronic signature to authorize status changes to work order headers or to create work orders, the eSignature pop-up is displayed once for every inspection point in the inspection point batch for which there is a status change or a new work order is created.