Adding + Editing Equipment Inspection Surveys

Equipment inspections can be set up as default surveys, which can be used on any piece of equipment, or created to apply to specific pieces of equipment. To add or edit equipment inspection surveys:

1. From the Homescreen, tap to open the Main Menu in the upper right corner, and then select the Admin option.
   
   
   
2. The Admin menu opens. Select the Safety option.
   
3. The Safety Settings menu opens. Select the Equipment Inspection option.
   
4. The Equipment Inspection dialogue opens. Use the "+" button at the bottom of the screen to add a new equipment inspection survey.
   
5. The Add Equipment Inspection screen opens displaying the following fields:
   
   

   a.	Name: Apply a name to the equipment inspection survey--this is what will appear to users taking the survey. This field is mandatory.
   b.	Active Toggle: By default a newly created inspection survey will be active. This means that it appears in the listing of available equipment inspection surveys for end users.
   c.	Default Toggle: By selecting this option, this equipment inspection survey will become the default inspection form and will be available for all users and all equipment types.
   d.	Equipment Type Association: Tap to open this dropdown menu populated with your enterprise's equipment types. Select one or several equipment types from this menu. This will allow users who are working with the selected types of equipment to access this survey with a more tailored question set.
   e.	Items: Begin typing here to add items (questions) to your equipment inspection survey. These items will be given the following responses for users to choose from: Normal, Monitor, Attention, N/A. They will also be able to leave comments surrounding their choice.   Use the Delete icon to erase a question. Tap the triple line icon to drag and drop items into a different sort order. Additional items (questions) may be added using the "+" button at the base of the screen.
   f.	Add Button: Use this button to add more items (questions) to the equipment inspection survey.
   g.	Continue / Cancel Buttons: Use the checkmark button to continue and save this equipment inspection survey, or the "X" button to cancel and discard.

6. Once saved, the new equipment inspection will appear in the listing. 
   
7. To edit or delete an equipment inspection, tap the more options icon on the right side of the listing, and select the relevant option.