Starting in Maximo Health, Safety and Environment 9.2, assign inspections to
specific individuals or groups in applications that use inspections to help ensure that inspections
are downloaded only to the assigned person's mobile devices.
The following applications support the inspection assignment process:
- Access Permits
- Audit and Surveys
- Incidents
- Operator Rounds in Operator Log
- Risk Assessments
- Management of Change (MOC)
Before you begin
Before you assign inspections, verify that the inspection forms for use are created and activated
in the Inspection Forms application.
About this task
When you assign inspections to specific owners or owner groups, only the assigned person can see
and conduct the inspections on their mobile devices, which prevents unnecessary downloads of
unassigned inspections to all mobile devices.
You can assign inspections to a person or to person groups. You can also specify reviewers for
reviewing the completed inspections.
Procedure
-
From the navigation menu, open an application that supports inspections.
-
Create a record or open an existing record.
In Operator log
application, for the Operator Rounds section, additionally specify the assets
or locations for inspection in Asset or Location
fields.
-
In the Inspection form subsection, specify the inspection form that you
want to use.
You can use the Select Value or Go
to actions from the detail menu to select or navigate to a record.
The
Inspection form number and description is populated. Also, the Current form
revision field is updated.
-
In the Due Date field, specify when the inspection must be
completed.
- In the Inspector field, specify a person for
inspection.
-
Click the Inspection result action to create an inspection result
record.
The system creates an inspection result record and populates it with
information from the operator round row.
-
Assign the inspection to persons by completing one of the following actions:
- To assign an owner, specify the person's name in the Inspection Owner
field and keep the Inspection Owner Group field blank.
- To assign to a group, specify the person group in the Inspection Owner
Group field and keep the Inspection Owner field blank.
When you assign to a group, all members of the group can see the inspection on
their mobile devices.
- Optional: Assign a reviewer by completing one of the following actions:
- To assign a reviewer, specify the person's name in the Reviewer field
and keep the Reviewer Group field blank.
- To assign a reviewer group, specify the person group in the Reviewer
Group field and keep the Reviewer field blank.
Assigned reviewers can see their assigned reviews in the
Inspections application by using the For Review
filter.
- Repeat steps for other records that require an inspection.
- Save the record.
Results
The assigned person can open the Inspections application on their mobile
devices and refresh the data to see the assigned inspections. Only the assigned person can see the
inspections on their mobile devices.
You can view all inspections that are associated with the record by clicking the
Related Records tab and viewing the Related
Inspections section.
What to do next
After the assigned person conducts the inspections, you can review the inspection results from
the Related Inspections section or by opening the inspection records in the
Inspections application.