Perform inspection with Onix Inspect (part 3/3) - Manage job, job intervals and issues

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In Part 3, we will go through the features related to jobs and issues of equipment.

1. MANAGE JOBS

1.1. Create inspection

To start working, you need to select the equipment first.

1. In Equipment, you can find the equipment by

• Search by equipment’s serial number, batch number, Onix ID
• Scan the tag (QR, RFID, NFC) on the equipment

2. On the equipment tile, swipe left to open the menu and select New job.

• If you want to select multiple equipment at a time,
  • Press and hold the screen for a few secs OR select the icon on the right corner of the top bar
  • Select the checkboxes next to the equipment that you want to create jobs for
  • Click New job on the bottom menu

1.2. Create Quick inspection

Quick Inspection is an efficient way to inspect a large quantity of small equipment.

• The usual process is inspecting the equipment, then gathering OK equipment in one place and creating a job to cover them all.
• The other ones are saved as Discarded.

To create Quick Inspection:

1. On Equipment, find and select equipment that you want to create job for
2. Select Quick Inspection
3. The Quick Inspection job is created with the default values.
4. Open Equipment section, tap the status of each equipment to update the status or leave comments, then click

• If you want to apply statuses for multiple equipment at a time:
  • Click the icon on the upper right corner
  • Select the equipment and click Apply status
  • Choose the status available in the bottom sheet

When Quick Inspection job is filed, equipment marked as NC/M will have their status updated to Discarded/Missing respectively.

1.3. Create maintenance jobs

It is possible to create jobs in Equipment details or Related Jobs screen.

1. Similar to mandatory inspection, you can swipe left on the equipment tile and select New job. As you are not allowed to create maintenance jobs for multiple equipment, you have to create maintenance job for equipment one by one.
2. In Checklist screen, select Preventive/ Operator tab and its relevant checklist.
3. The job is now created and saved.

1.4. Add/remove equipment from an existing job

To add equipment:

1. On Jobs, select the job
2. Click on Equipment section
3. Click to find equipment by searching or scanning
4. Swipe left on the equipment and click Add. Then click on the top left corner to get back to the Related equipment screen

To remove equipment:

1. On Related equipment screen, swipe left on the equipment or click the icon to select equipment that should be removed.
2. Click Remove

• Note: You cannot remove all equipment of the job.

Also, you are able to handle issues attached these equipment.

1. On the Related equipment screen, select the equipment
2. Select Issues section to enter Related issues screen
3. Select each issue and take proper action

1.5. Fill checklist and checkpoints

a. Fill in checklist’s statuses:

1. In Jobs, select the job

2. Scroll down to Checklist section and click

3. Click the checkpoint’s status to edit.

• Note: if your want to apply status for multiple checkpoints at the time, you can
  • Click Fill ? Statuses in the checklist name (above Comment button) and select the status. This will apply the selected status for all checkpoints whose status is ?
  • Click Fill ? Statuses in each check group and select the status. This will apply the selected status for all checkpoints in the check group whose status is ?

b. Leave a comment on this checklist:

• On the checklist’s name section, click Comment
• Leave a comment and click

c. Fill in details of a checkpoint

• In Checklist details screen, click the checkpoint you want to update.
• Now you are able to
  • See Procedure (previously known as Extended Procedure)
  • Update checkpoint status or leave comment in Checkpoint details section. In case the issue registered on the respective checkpoint has been solved during inspection, you can turn on Is Solved and insert your solution right below
  • Add picture for further reference in Picture section

1.6. Change job status and leave comment

The job status and comment is merged into one single section in Jobs screen. This section is collapsed by default, you should use the arrow icon to expand and see the comment inside.

To change job status or update comment,

1. Click the status icon
2. Select the new status or write comments
3. Click

The job status is calculated based on the worst unsolved checkpoint. By default, better statuses would be disable to choose due to the below settings in Onix Work.

In case you want to have the job status to be better than the worst unsolved checkpoint, for ex: the worst unsolved checkpoint is RC, but you want to set the job status as C, then you need to turn on this option in Onix Work and download your company data again.

1.7. Change job class, checklist, form and job date

a. Change job class or checklist:

1. In Jobs, select the job
2. Scroll down to Job details section and click Save
3. Select Job class or Checklist, and click Save

You can also change them in Checklist sections

b. Change form:

1. In Jobs, select the job
2. Scroll down to Form section and click Edit
3. Select form, and click Save

NOTE: When you change job class, job form or checklist, the data you have filled previously will be cleared.

c. Change job date:

1. In Jobs, select the job
2. Scroll down to Job details section and click Edit
3. In Job date field, select a new job date, and click Save

NOTE: When the job date is changed, the next due date is recalculated. If the job date is in the future, this job cannot be filed automatically after upload.

2. MANAGE JOB INTERVALS

2.1. How job interval is calculated

The Job intervals concept is found in Equipment and Job.

• On Equipment, the interval is designed and applied specially for that equipment.
• On Job, the interval is filled based on the control regime settings and is selected by default

If a new job is created on a single equipment, the job intervals generated from the equipment itself and control regime settings (selected by default) will be shown in Job intervals sections.

If a new job is created for multiple equipment,

• If these equipment belong to one control category, the job interval is calculated based on the its equivalent control regime category.
• If these equipment belong to different control categories, the job interval is calculated based the default category of the corresponding control regime.

2.2. Create, update and delete a new job interval

a. Create a job interval offline:

1. Select the equipment or job
2. Scroll down to Job intervals section
3. Click Add
4. Fill the interval information and click Save

NOTE: The filing action of job intervals created offline is always Update to equipment.

b. Delete a job interval created offline:

• In Job

1. Click Edit on that interval
2. Click Detele on the top command bar

• In Equipment

1. Click the interval
2. Click Delete on the top command bar

c. Update job intervals

In Job

1. Click Edit on that interval
2. Update, then click Save

• Job intervals created offline, only Next due date is available for update.
• Job intervals generated from Equipment or Control Regime, only Filing action is available for update.

In Equipment

1. Click the interval
2. Update, then click Save

• Only Due date is available for update.
• If you want to edit job class or interval, delete the job interval and create a new one.

2.3. Edit Done date and Done status

• In the Equipment module, select the concerned equipment → in the Job intervals section, tap the existing interval that you want to edit.
• Update the Done date and Done status → Save.

3. MANAGE ISSUES

Similar to Onix Work, Issues module helps you keep track of all open issues of the downloaded equipment. With different views implemented, you can easily follow up and take actions on the issues you care for in no time.

3.1. Create a new issue

1. Select Equipment on the menu.
2. Find the equipment you want to create issue for.
3. Swipe left to open equipment’s menu and click New issue

• Alternatively, select the equipment > go to Issue section > click Add

4. Fill the issue details and click Save

3.2. Update an issue

a. Update issue details:

1. In Issues, select the issue
2. In Details section, click Arrow to expand this section
3. Click Edit to edit the issue details, then click Save

In Picture section, click Arrow to view the current pictures (if any). Click Add to take a new picture or upload from your device.

In the Related section, click on each section to find the equipment and documents attached.

b. Add document to an issue:

1. In Issues, select the issue
2. In related sections, select Documents
3. Click Add
4. Select Take photo or Brown to open the folder
5. Fill in the document type and description, click Apply

c. Delete documents added manually:

1. On Related documents screen, swipe left on the documents or select several documents that should be removed.
2. Swipe left or click Delete

• Note: You cannot delete documents that were downloaded from Onix Work.

3.3. Handle issues

You can update, close or drop issues by using the text button on top of each issue.

• If the issue’s progress is Todo, you can either choose to Solve or Drop
• If the issue’s progress is New, you can either choose to set it as To do or mark it as Solved