Inspection Checklists

Inspection checklists define the checkpoints an inspector must mark Pass or Fail for each asset. Reusing a template makes inspection results consistent across people and dates.

#Plan a checklist

Write checkpoints as short, observable statements. For a laptop, examples could include:

• Power adapter present
• Device powers on
• Screen has no cracks
• Keyboard and touchpad work
• Asset label is readable

Avoid combining several independent checks into one line. Separate checkpoints make a failed result clear.

#Create a checklist

1. Open Asset Management > Inspection Checklists.
2. Select Create Checklist.
3. Enter a required name.
4. Add a description explaining when the checklist should be used.
5. Optionally select an asset category.
6. Add at least one checkpoint.
7. Add more checkpoints as required and put them in the intended working order.
8. Save the checklist.

The category is guidance and helps users choose an appropriate template. It does not prevent the checklist from being used with an asset in another category.

#Review and edit a checklist

1. Search or sort the checklist list.
2. Open a checklist to review its description, category, and checkpoint sequence.
3. Select Edit.
4. Update the details or checkpoint text.
5. Save the changes.

Before editing a checklist already used operationally, consider whether changing its meaning would make comparisons between inspection periods confusing. A new checklist may be clearer for a materially different inspection standard.

#Current limitation

The application API supports checklist deletion, but the current end-user page does not provide a delete action. Checklists also do not yet define conditional questions, measurements, required photo evidence, or automatic recurring schedules.