Inspection Schedules
The Inspection Schedules tool, located in the Collector tab, allows the user to create custom filters to locate scheduled asset inspections based on a set of defined criteria.
This filtering system can be very useful in viewing upcoming inspections, overdue inspections, etc.
Create a New Inspection Schedule Filter
New inspection schedule filters can be created and saved for future use on the Inspection Schedules page. To begin, Click the Manage dropdown and select Create New to activate the following screen:
Inspection Schedule Controls
Name
The Name field is used to designate a name for the filter. Once saved, the filter will be included in the Saved Filters list on the Inspection Schedules page. It is helpful to choose a name that gives an indication of the filter’s criteria and display fields or is memorable in some way.
Criteria
The criteria determine what exactly the filter will
search for and return. Multiple criteria can be added to one filter. To add a
new criterion to the filter, click the
symbol:
Adding a Criterion
The information necessary to add a criterion is dependent upon the selection. Typically there will be a dropdown selection or a combination of a dropdown selection and a text field. Much of the criteria will require a determination of how the filter will search for them. The following table provides a description of the symbols and how they operate within the context of the filter.
| Selection | Description |
|---|---|
| = | Returns items that exactly match the text field. This can be used for words, numbers, and dates. This is not case-sensitive. |
| < | Returns items that are less than the specified value in the text field. This can be used for numbers and dates only. |
| > | Returns items that are greater than the specified value in the text field. This can be used for numbers and dates only. |
| <= | Returns items that are less than or match exactly to the specified value in the text field. This can be used for numbers and dates only. |
| >= | Returns items that are greater than or match exactly to the specified value in the text field. This can be used for numbers and dates only. |
| In the Past | Returns items that exist within a specified time in the past. This is used for dates only. |
| Int the Next | Returns items that exist within a specified time in the future. This is used for dates only. |
| Not Equal To | Returns items that are not equal to the specified value. This can be used for numbers and dates only. |
| Contains | Returns items that contain the specified value. This can be used for words and numbers. |
| Does Not Contain | Returns items that do not contain the specified value. This can be used for words and numbers. |
Once the criterion is complete, click Add to add the
criterion to the filter, or click the
symbol to cancel and go back.
To delete or edit a criterion from the filter, select the desired criterion from the list to reopen the criterion’s information:
Click Delete to delete the criterion from the filter, or make the desired changes and click Update.
Display Columns
The display columns are the column headers for the filtered list of scheduled inspections, therefore determining what aspects of the filtered scheduled inspections will be displayed in the list.
To add a display column to the filter, select the desired
column from the Available Columns listbox and click the
button. To remove a display
column from the filter, select the desired display column from the Display
Columns listbox and click the
button.
To change the order in which the display columns will
appear in the filtered list, select the desired display column from the Display
Columns listbox and use the
and
buttons to change the order. The
display column at the top of the Display Columns listbox will be the left-most
column in the filtered list of reports.
Sort Columns
AssetWise Inspections allows users to establish default sorting options for filters. Filters can still be sorted when viewed, but the Sort Columns listbox is used to establish the default sorting the filter will have upon opening.
To add a sort column, select the desired column from the
Display Columns listbox and click the
button. To remove a sort column,
select the desired column from the Sort Columns listbox and click the
button.
When a column is selected in the Sort Columns listbox, use
the
and
symbols to determine whether it
will sort in ascending or descending order. For dates, "A-Z" begins with the
oldest date, "Z-A" begins with the newest date.
