Overview of Inspection Reports
There are two processes relating to inspection reports. These are the generation of an inspection report for a specific asset into an Excel template that the operator can use as part of the physical inspection. That process and the associated template already exist within SAM1 and will reproduced using a similar process within SAM1.
The second process however, which is new to SAM2 is the ability for a completed inspection report to be uploaded back into SAM2 for the purposes of maintaining inspection history and even sharing reports with clients.
This page relates only to the generation of a new inspection report into the spreadsheet template.
The Upload Inspection Report information is found here
Generate Inspection report form
This form contains a familiar set of controls with some specific functionality to assist the user in selecting the parts to include in the inspection report.
The report itself is delivered via an Excel spreadsheet template with the data delivered to predefined tab which then populates the other fields in the spreadsheet
(Reset & Auto select has been added to this form so that you can configure the % production to include in the report)
Using this control will select all the parts attached to the asset which are (as an example) > 80% of target production, automatically included in the report.
Settings Panel Form fields:
Report Date - Date control - set to todays date
Service Cycle - Select box which lists a number of service cycle options in days (used on the generated report) This list is configurable. Includes the following options;
7 Days
14 Days
21 Days
28 Days (Default)
Template - Select box which lists all configured report/ Spreadsheet templates. Those templates are created separately and configured by the System Administrator.
Cancel button - will close the report and return you to the Asset Manager
Generate Inspection Spreadsheet button- will generate the report using the selected data and template and deliver to the user.
Inspection Report Inclusions section →
Hide Unselected Parts button - Selecting this option will remove all unselected items from the inspection report. Once selected (and only active items are visible) – the button will change to the alternate button “Show All Parts”.
Show All Parts button - Selecting this option will show all parts associated with the asset irrespective if they have been selected through the inspection report. After being pressed, this button will revert to the “Hide Unselected Parts” option
Clear All Parts button - Selecting this will unselect all parts in the inspection report across all groups or assemblies.
Include All Parts button - Selecting this will select all parts in the inspection report across all groups or assemblies.
Reset & Auto select has been added to this form so that you can configure the % production to include in the report:
Using this control will select all the parts attached to the asset which are (as an example) > 80% of target production, automatically included in the report.
The tabbed header functions identically to the same header used elsewhere (Asset controller for example).
The number next to the assembly in the tab (such has “Lower Hoist (2/15)” represents the number of currently selected parts.
There is a group selector - a check box. Use this to select or unselect an entire group.
Information displayed in the Inspection Report Inclusions table is as per other places in SAM2 - Asset Controller.
Product - with a view icon - clicking the eye icon will open the Part information modal.
Part - Product Number and type.
Material No - A specific part number relevant to the selected site, recorded against the product database by the system administrator. This number cannot be changed by the user in this context.
New? - Icon showing if the part is new or refurbished
Production - The current production associated with this part, recorded against the part’s configured ‘target life’. This is represented as [current production] [part target life]. Next to this a percentage value is shown to indicate the state of this part against its target life. If the part exceeds 100%, it is coloured red.
Production History - A circle icon. When the user clicks on this control, the modal defined in page: Production History will be displayed with the sub-section expanded and visible.
Recommended Action - Defaults to empty and is optional. Will list all options available for possible actions. This list is driven by a system table.
Form behaviour;
As you change and and set all of the selections for each item, these are stored temporarily against the your user session, but not the database. After you return to this form after logging in, the selected items and recommended actions will be reset.
Standard Inspection Report Data Delivery
The data delivered into the standard inspection report template will mirror that supplied into the report in SAM1.
This includes the following fields:
• Product Name
• Position • Material Number
• Product Part No
• Recommended Action
• Target Production
• Current Production
• Projected Production on Service Date
• Projected Production on Service Date + Service Period (i.e. 28 days)
• Comments (not used)
• History (not used)
• Projected Production on Service Date + 2 x Service Period (i.e. 56 days)
• Projected Production on Service Date + 3 x Service Period (i.e. 84 days)
• Date Part Fitted
• Assembly Name
GET Inspection Report Data Delivery
Unlike SAM1, SAM2 will also support GET inspection reports. In terms of the functionality of this form, a GET inspection report is identical – GET parts will be displayed in the same way that non-GET parts are displayed in the same way that non-GET parts are displayed. However, the template selected (in settings panel form) will be different and the data populated into that template will also be more detailed, including the respective measurements for each GET part that determine when the part should be replaced. The following fields will be delivered;
Position (Location)
Product Part No (OEM Reference)
Material Number
Product OEM Lock Kit Part No
Lock Kit Material Number
Measurement Criteria
Measurement
Average Hours - Teeth
Current Tooth Hours (Production?)
Average Hours – Lip Shrouds
Current Lip Shroud Hours
LS Wear Profile
Date Part Fitted
Assembly Name
View Generated Inspection Report
Once you select the “Generate Inspection Spreadsheet” button. This will be made available in a confirmation modal with a link to download the specific file.
The system will retain a copy of this file against the user’s account and the asset for logging purposes.
Sub-section - Additional Documents list
This section lists all additional documents that have been uploaded and associated with this inspection report, in a similar format to that described in Section Add Image, Document or Link .
Included in this list is the button to allow the user to delete the item or view the item.
View Inspection Report
An inspection report can be viewed by an authorised 2MT user displaying the same information described above.
This is primarily a read-only form however, depending on user permissions, the following may be possible on the form:
• The user can create a new sharable link by pressing the “exchange” button next to the link
• The user can alter the link expiry date within the system’s defaults and constraints. If the recorded date is in the past, it should be formatted in red font
• An authorised user is able to completely delete this inspection report. This action should require confirmation.
