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CSP Plus Admin Items Support Section |
Admin Items Inspection
You have the ability to make as many unique Inspection Forms for your Company, based on your needs. We don't restrict you to a set Inspection List.
Inspection Dashboard
The table will show your list of all your Inspections
To Create a New Inspection Form
This Section is for you to create a new Inspections for your company.
- Click Add New Inspection Button
1. Edit Inspection Tab
- Name - Enter in your Inspection Name
- Examples: Generator Inspection, Harness Daily Inspections, Fire Extinguishger - Month Inspections
Save Inspection
Click Save Category Button
To Add Groups/Questions to the Inspection
The Inspection Group section allows you to created multiple Groups for your Inspection Form. You could have different sections on your form and you can organize them in different Groups. You can create as Many as you wish.
Add Inspection Groups
- Click on the Inspection Form you just created
- Click on
- Name - Fill out a new Name (Examples: Fire Extinguisher)
- Click Save
Add Questions
- Click on the Group EDIT button you just made
- You will be brought to the Edit Group with Group Questions on the Right
- Click Add Questions
- Name - Enter in a Question Name
- E.G - Confirm the extinguisher is visible
- Description - This is where you enter in Text so the Items can see what the they need to do.
- E.G - "Unobstructed, and in its designated location."
- E.G - "Unobstructed, and in its designated location."
Add Options
This is where the User will see the answer they will click for each question.
You can enter in whatever you wish, but it would be best to do something like G - Good, P - Poor, N/A - Not Applicable.
As the more Options you have the less room you will have on your display.
- Click on Add Option - It will then show you the Following:
- Answer - This is where you would put in the G, P, N/A - Yes, No
(This will be displayed in your Inspection Application - Remember that the size of the screen on a Smartphone is smaller than a Monitor) - Color - Choose a Color for the Answer
- Has Notes - If you select Has Notes it will provide the user a place to add notes
- Notes Required - Notes are Required if selected - If the Item in question is POOR - Click on this to get info on the problem (You must Select Has Notes to get this to check)
- Notify Manager - If this is selected the Manager Associated to this Asset will be notified right after the Submit Button has been Clicked for the Inspection
- Remove - Deletes the Option
2. Assigned Resources Tab
This shows you what Assets are using this Inspection - If you wish to assign this Inspection to an Asset go to the Asset Inspection page and go to Assignments Tab - click here
3. Employees to Receive the Report
This will give the ability for an additional Items to see a Inspection report rather than just the Manager. Inspection reports with issues will as before notify the Manager, in addition to any Proprieties's now added. The additional Items will have Read Only access to the report.
To add an Items,
- Go to the Inspection Report you wish to add the Items to
- Click the Tab – “Items to Receive the Report".
- Add a name to the “Items Added” by selection the name,
- Clicking the ADD button
- Click SAVE
An Items can view the Report
- Logging into to CSP Plus, go to the Section for the Report (i.e. Vehicles)
- Locate the tab “Inspection Managers Notifications”.
- All Reports that needed Managers Approval will be visible.
- Managers of an ASSET will have approve / edit capability, other will have READ only access
4. External Contacts to Receive the Report
This will allow any External Contact to get a PDF format of reports with issues. This will send out the PDF to the email on file only if there has been an issue with an Inspection Report that has "Notify Manager" Check off.
You would use this feature if you wish to send out a PDF to an External Person that is not using CSP Plus.
- Enter a Valid Email Address
- Click the Add Email Button
- Click Save to retain the email address
- Note - You can enter in as many Email as you wish here.
Save Menu
- Save - This will Save your New Inspection
- Save & Close - This will Save and Close and bring you back to the main Inspection Screen
- Save & New - This will Save & Make a New Inspection Name to be filled out
- Save & Copy - This will Save & make a copy of your Inspection
- Close - This will Close this window and bring you back one section - Please Note: That it will NOT Save the new Inspection you just created