Service Plan allows the administrator the ability to apply tasks that are a applicable to a division of a customer. A case would be I have a customer that we only perform certain tasks (Annual, 5-, 6- and 12-year tasks) and we want to suppress tasks that are not applicable like a Monthly. Below are the steps [...]

There are two ways to record inspections on a laptop or desktop device. The ideal option depends on the amount of inspection data that is required to be recorded. Task Bulk Update is used to update completed inspections on the desktop or laptop without actually performing the inspections on the hand-held device. It creates a history record [...]

Task Bulk Update is used to update completed inspections on the desktop or laptop without actually performing the inspections on the hand-held device. This functionality could be useful under the following circumstances: Hand-held device is out for repair and your inspector is performing manual inspections Update a specific task that does not require the use of the [...]

  Incidents are optional functionality in InspectNTrack. Incidents are generally used to track abnormal conditions or issues that require follow-up. Incidents are also used to trigger subsequent action automatically. Incidents are logged by the inspector on the hand-held device. They can be manually selected during the inspection process or can be automatically triggered from a [...]

Equipment checkpoints are either considered movable (portable) or fixed (stationary) checkpoints. Equipment Types must be setup before Equipment records can be created. Refer to Equipment Types for additional information. Location must be setup prior to adding associated Movable Equipment. Refer to Locations for additional information.   General Equipment checkpoints include the following fields: ID - Bar Code [...]

Location checkpoints have two primary functions: 1. Linked to Moveable Equipment Checkpoints - Moveable to portable equipment requires two bar code, one for the Location and one for the Equipment. During the inspection process, the Location bar code is scanned first then the associated Equipment(s). In the case that Equipment has moved, the inspector is provided options [...]

The Dashboard is the default page that is loaded upon logging into InspectNTrack. It is designed to display important KPIs at a glance. It can quickly, visually provide data about due tasks, completed tasks, open discrepancies, and more. The dashboard components are hyperlinks that offer shortcut reporting - simply click directly on a dashboard component and a [...]

Default & Custom Views Almost every table in InspectNTrack includes a Default View. This displays data specific to the screen being viewed. Create New View Users can create new Views to limit or increase the amount of information that is displayed on the screen. Additionally, Views can be set to be Private or Public. A Private View is [...]

The basic process of navigating throughout the application is quite intuitive. Menus and Buttons are clearly labeled, but if you still have trouble finding an item this document will help point out items you may not have recognized.   Route Builder Route Builder can be used extensively to display your data, add, edit, delete, and move records. [...]

Logout Logout verses closing the tab or browser: You will find that when you logout of the InspectNTrack system using the logout link it will release the seat you are occupying immediately, verses if you just close the browser by clicking the X without logging out will hold that seat for 20 minutes and not allow another [...]