Configuration Tutorial - Equipment Inspections

[aepulzaini]

Hi

Today, I would like to share with you how to configure a equipment inspections module in INISTATE.
The equipment inspections module allows you to streamline equipment inspections, ensure compliance, and maintain optimal functionality.

Problem
Difficulty to manage equipment inspections - Unproper equipment inspections method such manually using Spreadsheet could lead to a few deficiency such as time consuming, Inaccurate details, and human mistake.

Objective
Efficient And Accurate - allowing you to streamline equipment inspections with less time consuming, accurate details, minimalize human mistake and efficient.

Step & Configure

1. Access your workspace builder.

   
   
   
   

2. In builder, on the top right, module section, click “+ New” to add new module.

   

3. Create 3 Module

4. Set the name and emoji for the 3 modules. (eg: Inspections, Items, and Author)

   

5. Select Module Author

6. Click Module name

7. Enable “User Profile”

   

8. Click “Apply”.

Add Information

Module : Author

1. Select module : Author

2. Select Information section.

3. Click “+ New”

   

4. Add Information as below :
   *Name - Text

   

Module : Items

1. Select modules Items

2. Under information section, click “+ New”

3. Add information :
   *Item ID - Text
   *Name - Text
   *Description - Text
   *Image - Image
   *Related Inspections - Table (Add Value)
   -Date - Date
   -Details ID - Module (Inspections), Display info (DocumentID)
   -Status - Text

   

Module : Inspections

1. Select module Inspections

2. Under information section, click “+ New”.

3. Add Information :
   *Item ID - Module (Items) , Display info (Name)
   *Photo - Image
   *Status - Select
   -Pass
   -Fail
   *Date - Date
   *Reason - Text
   *Author - User (Module : Author, Display info (Name))

   

Listing

Module : Items

1. Select module Items

2. Select Listing section.

   

3. Click “+ New”.

4. Set a name, emoji, filter condition, mobile and web list design. (eg : Lists)

   

5. Click “OK”.

Module : Inspections

1. Select module Inspection

2. Select Listing section.

   

3. Click “+ New”

4. Create 2 listing

5. Set a name, emoji, filter condition, and list design mobile & web. (eg: Lists and This Month).

• Lists
  

  

• This Month : Add filter condition : Date within month this month
  

  

6. Click “OK”.

Automation

Condition : To pass few details from modules Inspections to Related Inspections Table in module Items.

1. Go to modules : Inspections

2. Go to activity section.

3. Click “Basic”.

4. Click " New Automation" beside create activity.

   

5. Click “Do After”.

6. Drag Action block

7. Add Action, Find
   *Module : Items
   *Filter is #Entry#ItemId#Name

   

8. Drag Condition block

9. Add Value : #ItemsFound

   

10. Drag Action block

11. Add action, Form
    *Module : Items
    *Activity : Edit
    *Entry : #itemsFound

    

12. Drag action block

13. Add action, Create
    *Value : #AddRow(#ItemsEditForm#RelatedInspections)

    

14. Drag action block

15. Add Action, Set
    *Variable : #Variable1
    *Value - Expand Value
    *Date - #Entry#Date
    *Details ID - #Entry
    *Status - #Entry#Status

    

16. Drag Action block

17. Add action, Perform
    *Module : Items
    *Activity : Edit
    *Entry : #itemsfound
    *Form : #ItemsEditForm

    

Congratulations!!! You have successfully created a Equipment Inspections module.

For more template and ready solution.
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Related topic :

Ready Solution - Equipment Inspections

Here’s how to sign up with Inistate and get a ready solution. Open your browser Go to https://inistate.com/ Click on ‘Try for free’ button in the top right corner [screenshot-2023.04.25-14_48_27] Fill in your email OR ‘Continue with Google’ OR ‘Continue with Apple’ Then, you will direct to ‘Setup a new workspace’ page [0750ee2adbad14aa985d90515af243a707b104ad_2_690x388] You type equipment inspections after the words ‘I want’ Choose ‘Equipment Inspections’ from the ready solution. …