Priority Roll-Over Feature

Overview

The Priority Roll-over feature was developed for InspectAll clients who want to see an asset’s priorities identified on the last inspection of a specific type, when filling out a new form.

You can also pull an Asset History report on the web, iOS, or Android mobile app to see previous priorities for an asset.

Here’s How it Works

Here’s an example: if you send a technician out to do an annual inspection on an overhead crane, and there was a priority identified on the hoist the last time someone completed that annual inspection, the priority roll-over feature will notify the inspector, right from the mobile device, of the priorities found on the hoist on the last annual inspection.  They can then choose to import the priorities and comments into the existing form.

APPLE DEVICES

When you open a form where previous priorities were found for an asset, you will see a notification at the top of the form.

You can choose to import all priorities into your new form by clicking on this “Previous Forms Found” notification.

Or, if you want to see the priorities specific to each question, just start the inspection.  And you will get a notification at the bottom of your screen for any question where a priority was found on the last inspection of that type.

From here, you can choose to "Import," which will import the last answer and comments into the form you are working in.  Or if you click "Cancel," the notification will disappear and you can answer the question manually.

ANDROID DEVICES

On the Android device, you will see a red dot a the top right of the screen when there is a notification about previous priorities found. Tap on the down arrow.

There will be a notice about how many priorities were found on the last form. Tap on the "Rollover Previous Priorities" option.

Then type "Yes" in the next screen to roll over the priorities into the new form.

WEBSITE

Here's how it works:

The Web version of priority roll over is FOLDER SPECIFIC or FORM SPECIFIC (instead of being based on the asset like on the mobile app versions).  It allows a web or admin user to copy an existing folder or form and roll over all priorities found within that folder to the new folder, or all answers from one folder to a new folder.

As an example, you send a technician out to do an annual inspection on an overhead crane, and there was a priority identified on the hoist the last time someone completed that annual inspection, the priority roll-over feature allows the web user to roll those priorities found on the hoist on the last annual inspection over to the new folder/forms so the mobile user can see what happened last time.

FOLDER ROLL-OVER

To roll over all priorities from a previous folder follow these steps:

- Add Folder

- When you see the option to "Create new" or "Copy Existing", choose "Copy Existing"

- Enter the Folder ID of the folder you want to copy.  And select that folder.

- If you want to roll over ONLY priorities (low, medium, high), then select the "Priorities Only" Box.  

- If you want to roll over EVERY answer (good, n/a, low, medium, high), then select the "All Answers" Box.

- Make any adjustments to the schedule.

- Click "Create Folder"

FORM ROLL-OVER

From Website

Option 1: COPY TO SAME ASSET

1. Go into the folder
2. Tap on the Copy Form icon

3. Tap on "Same Asset" to copy the form to the and tie it to the same asset as the original.
4. Choose the number of copies you want to create
5. Enter the note to be applied to all copies in the note field

6. From here, you can decide to roll over unresolved priorities from the previous form or all answers/comments from the previous forms to the copy.
7. Click "Copy Form" to copy the form into the folder.

FORM ROLL-OVER

From iOS mobile app

Option 1: COPY TO SAME ASSET

1. Go into the folder
2. Tap on the Copy Form icon

3. Tap on "Same Asset" to copy the form to the and tie it to the same asset as the original.

4. Choose the number of copies you want to create
5. Enter the note to be applied to all copies in the note field
6. From here, you can decide to roll over unresolved priorities from the previous form or all answers/comments from the previous forms to the copy.
7. Click "Make Copies" to copy the form into the folder.

Note: Rolling over priorities only works when copying a form to the SAME asset. Priorities cannot be rolled over to a new asset as the asset may have different questions based on the attribute exclusions that are set up for the class.

Details

•       Priority Roll-Over is currently available on the website to roll over questions marked with a priority for an entire folder or an individual form, OR from iOS (Apple mobile devices) and Android to roll over individual priorities, or all priorities on an asset tracking form, specific to the asset and not the folder.  More information on the mobile option can be found here.
•       Rolling over ALL answers from a previous folder or form is only available from the website.
•       From the Apple mobile app, it requires internet access or cellular signal to work, as it is pulling real time information.
•       For assets, it is form and asset specific.  If a priority was identified on an asset, then a new form of that same type will show previously identified priorities regardless of the folder it is added to.  This feature is currently only available from Apple mobile devices. (For instance, from one annual inspection to the next).
•   Forms will be copied exactly as they are (if questions have been added or removed on the form template, you will have the option to refresh the questions on the form to show the changes)
•       For non-asset forms, it is account/folder specific as well as form specific.  If you copy a folder for an account, you can choose to roll over the priorities from the last inspection.  And the copy feature will bring all priorities in the last folder into the new folder, or all answers over from the previous folder depending on the option you choose.
•       Only UN-RESOLVED priorities will roll over.  If a priority has been marked resolved anywhere on the web or mobile app, it will not roll over.
•       Pictures and signatures do NOT roll over.
•       Resolution details/notes do NOT roll over.
•       You can choose to add this feature to your account for use on the Apple or Android mobile app.  If you do, all Apple or Android device mobile users will have access.
•       Contact us at support@inspectall.com to have the feature added to your account, or if you have additional questions.