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Proteus MMX - Inspections Module

Inspections

STEP 1 - ADD INSPECTION FROM INSPECTIONS PAGE

HOW TO ADD INSPECTION FROM INSPECTIONS WEB:

1. Enter the following URL: proteusmmx.com/mmx37/inspection/

2. Log in using your Username and Password.

3. Click on Newto create your inspection.

4. Select the Inspection Type (Single or Group Service)

5. After you have completed the above step, you will click the Addbutton to add inspections/questions.

6. Select a response type from the drop-down menu labeled Response Type. 

NOTE: If you select Group Service from the Inspection Typedrop-down menu, then you will have to fill out the Section Namefield.

7. Click the Finishbutton after completing the inspection.

NOTE 1: Inspections can be deleted and modified by clicking Delete, Edit,or Edit Selection.

NOTE 2: Any changes in the Inspection Admin Console will reflect only in Work Order Master. Work Order and Closed Work Order will not be changed.

STEP 2 - GO TO PROTEUS MMX (WEB)

Enter the following URL: http://proteusmmx.com/mmx37

NOTE: The User must have inspection user permission to access Inspection. 

NOTE: Only the Administrator can grant inspection permission to a user.

All added inspection will be shown in the Inspection Module, under Work Orders. 

TO ACCESS THE INSPECTION NAVIGATOR, YOU WILL:

1. Go to the Work Ordersmodule.

2. Click on Inspectionfrom the drop-down menu.

 

STEP 3 - INSPECTION ASSOCIATION IN WORK ORDER MASTERS 

You can associate inspections in Work Order Masters through the Inspection Tab in the Work Order Masters Module.

TO ACCESS THE INSPECTION TAB, YOU WILL:

1. Go to the Work Ordersmodule.

2. Click on Work Order Mastersfrom the drop-down menu.

3. Click the Newicon to create a work order master.

4. Once you have created the work order master, you will click the Inspectiontab (located to the right of the Alarms tab).

TO ASSOCIATE AN INSPECTION, YOU WILL:

1. Click on the Add Inspectionbutton.

2. For Miscellaneous/Single questions, you will click on the Expandicon and add any question.

3. For Group questions, click on Expandfor all questions and (+)to associate that group inspection with that work order master.

TO ASSOCIATE AN EMPLOYEE/CONTRACTOR, YOU WILL:

1. Click the Add Employee/Contractorbutton.

NOTE: As you click on the Addbutton, a window will populate, opting you to associate an employee/contractor.

2. Select an employee and contractor from the drop-down menus.

3. Click the Savebutton. 

STEP 4 - ACTIVATE WORK ORDER MASTER (THROUGH THE SCHEDULER OR MANUAL)

When the work order master is activated, the details from the Inspection tab will transfer to the work order and the Inspection tab will be Read-only. 

TO VIEW THIS, YOU WILL:

1. Go to the Work Ordersmodule.

2. Click on Work Ordersfrom the drop-down menu.

3. Select the work order record.

4. Click the Editicon.

5. Click the Inspectionstab (located to the right of the Attachments tab). 

STEP 5 - FILL THE RESPONSE/ANSWER AND TIME FROM INSPECTION TAB (PROTEUS MMX - MOBILE)

TO FILL OUT THE RESPONSE/ANSWER AND TIME, YOU MUST:

1. Go to the work order, then go to the Inspection Tab.

NOTE: As you can see, for the first time, Total Inspection Time is NULL. 

2. Click on the Start Timerand the Inspection Timewill start.

NOTE: The Start Timerbutton will change to Stop Timer.As the user clicks on Save,the timer stops automatically. The user must start the timer for the next inspection and Save.

3. Click on Save/Save Inspection. 

STEP 6 - RESPONSE/ANSWERS IN THE INSPECTION TAB (PROTEUS MMX - WEB)

1. Go to the Work Ordersmodule drop-down field.

2. Click on Work Ordersfrom the drop-down field.

3. Select a work order record.

4. Click the Edit icon.

5. Click the Inspectionstab (located next to the Attachments tab).

STEP 7 - CLOSED WORK ORDERS (INSPECTION DETAIL TAB TRANSFER)

When you close a work order--either through mobile or web--the inspection detail will transfer to Closed Work Orders.

TO ACCESS CLOSED WORK ORDERS (PROTEUS MMX - WEB), YOU WILL:

1. Go to the Work Ordersmodule drop-down field.

2. Click on Closed Work Ordersfrom the drop-down menu.

3. Select a closed work order record.

4. Click the Viewicon.

5. Click on the Inspectionstab (located next to the Attachments tab).

CLOSED WORK ORDERS (PROTEUS MMX - MOBILE):

STEP 8 - CREATE WORK ORDER BUTTON DISPLAY

If there are any negative responses in inspection, then the Create Work Order button will be shown on top of the Inspection tab display.

By clicking on the Create Work Orderbutton, the user can create a work order.

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  • 26-Jun-2018
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