Workflows

How to Set Up a Process for Plant Inspection Checklist

The purpose of plant inspections is to help companies manage their quality risk more effectively. By identifying whether the plant or equipment has defects or damages, companies ensure the safety of their employees and avoid unacceptable risks.

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What plant inspection software does

The core function of the plant inspection software is to set up and automate the process of inspection, eliminating manual work and human errors as a sequence.

The first step to configure such a process is to identify roles and responsibilities. The key players in performing plant inspections are usually Site Managers and Technicians.

The Technician performs the inspection and completes the plant inspection checklist. The Site Manager reviews the checklist . The reviewing process is much more than a quick glance at the names, dates, and checklist items. It’s a strong ‘Yes’ to final submission, which in turn, gives a go-ahead for a plant to be in use.

Here below we’ll look at how Fluix Taskstream allows to manage such a process.

Example of a plant inspection workflow

Here are the steps:

  1. The technician opens the inspection test plan template in the mobile app and completes it as part of the – inspection process.
  2. Once the ITC/ITP is ready – the technician submits it down the workflow.
  3. The Site Manager receives the ITC and reviews it. If the document is completed without errors, it is submitted to the cloud storage. If the ITC requires some corrections, it is returned to the Technician for editing and for another round of review and approval.

To build this workflow in Fluix, all you have to do is drag and drop chart elements, adding actions names and performers.

Check how to build your process
in Fluix

Benefits of using plant inspection software

A proper software should help maximize the efficiency of plant inspection and management. The efficiency includes several aspects below.

  • Fast document delivery

    Plant inspection reports, time sheets, delivery notes, work reports, shipping documents, checklists and other documentation are digitized, up-to-date and available for the remote teams at any time.

  • Process transparency

    An automated workflow aims to overcome misunderstanding between the teams. Everyone knows when to start and finish their part of the job, and who is the next in the process to collect data, review, or approval.

  • Compliance

    Fluix cloud storage helps – keep all daily plant inspection checklists and reports in one place and get all the data available for audits.

  • Speedier data processing

    Using mobile forms, the technicians can submit their checklists and plant inspection reports right аrom smartphones or tablets. The office receives aggregated data from the technicians in a structured report. That information helps identify the emerging trends and modify future inspections.

Expert Advice

One of the pains for remote teams is time wasted on rework of completed checklists. When working with paper-based documents, people can spend days on returning the document back, editing, and getting the approval because of the missing signature, wrong number or lost photo. When searching for an inspection app, choose the one that offers both approval management workflows, and ability to collect photos and signatures right in checklists.

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