Track inspections

Who: TBA manages the schedules and records the inspections. The inspection body or TBA uploads the inspection certificate. The FM validates it.

1. Create an inspection schedule

1. Open Inspecciones (Inspections) and click Nuevo calendario (New schedule).
2. Choose the Activo (Asset) and, if it applies, the Instalación (Installation). If the inspection covers the whole building, leave Activo completo (Whole asset).
3. Choose the Tipo (Type) and write the Alcance (Scope) and the Normativa (Regulation).
4. Enter the recurrence: Cada (Every) so many days, weeks, months or years.
5. Enter the Próxima inspección (Next due date).

2. Follow the register

The Calendarios (Schedules) tab is the compliance register. At the top it shows how many schedules are Vencidas (Overdue), Vencen en menos de 3 meses (Due in less than 3 months), En plazo (On time) or En corrección (Correcting). Filter by Banda (Band) to see only the urgent ones.

The inspections due within 90 days also appear in Inicio (Home). See Inspections for the meaning of each band.

3. Record the inspection

1. Click Registrar inspección (Record inspection). You can also do it from a schedule's panel.
2. Choose the asset, the type, the installation and the Calendario (Schedule).
3. Choose the Organismo de control (Inspection body) and write the Expediente (File number).
4. Enter the planned date. When the inspection takes place, enter the inspection date, the Resultado (Result) and the number of Defectos (Defects).

4. Upload and validate the inspection certificate

1. On the inspection's page, click Subir documento (Upload document).
2. Choose Acta de inspección (Inspection certificate) and upload the file.
3. The FM validates it from Validaciones (Validations) or from the inspection's own page.

If the result is Favorable (Favourable), the inspection is over. The schedule calculates the next date with the recurrence.

5. Correct a non-favourable inspection

1. On the inspection's page, click Definir plan (Define plan).
2. Choose the Gravedad (Severity) and write the Defectos que corregir (Defects to correct).
3. Check the Fecha límite (Correction deadline). The severity proposes it and you can change it.
4. Enter the Coste estimado (Estimated cost).
5. Click Abrir correctivo (Open corrective). The app opens a corrective job on the same asset and links it to the plan. Follow it like any corrective job. See Handle a corrective job.
6. When the repairs are done, upload the Certificado de subsanación (Resolution certificate) with Subir documento.
7. The FM validates it. The inspection moves to Cerrada (Closed).

The correction plan shows how many days remain. If the correction deadline passes without a validated resolution certificate, the inspection moves to Caducada (Expired).

End a schedule

When an obligation stops applying, open the schedule and click Finalizar calendario (End schedule). Enter the end date. The schedule moves to Finalizado (Ended) and stops sending alerts.