How to Assign and Inspect Equipment

When Equipment gets added to the site, Inspections can be scheduled and assigned to Employees.  When creating or editing an Equipment profile, you can assign responsibility of that piece of equipment to one or more employees.  When an inspection is due, the employee(s) assigned the equipment will be notified with an Open Task to complete …

Using Lists With Custom Equipment Fields

This video guide walks through associating a “data list” with a custom equipment field. For example, if your organization wanted to keep track of which “Parking Lot” each truck was assigned to then you could create a custom field called “Parking Lot” which would contain a list of your organization’s parking lots.

How the Equipment Module Works (Video)

The following is a transcript of the video guide: This is the equipment management video guide. Here we’re going to go all the way through the whole equipment module for iScout, and show you how to build everything from scratch, and give you an idea of how it all works. If you’re just looking to …

Using a Custom Form for Equipment Inspections

This guide walks through the process of using a custom-designed Form for equipment inspections. This is a continuation of the Setting Up Equipment and Inspections guide. INSPECTIONS WITHOUT A CUSTOM FORM Say you are using iScout to track fire extinguisher inspections every year. By default, the inspection process is just choosing a date, adding notes, and attaching …

Setting Up Equipment and Inspections

You can manage your Equipment and Inspection records through iScout. This guide will use Trucks as an example, but there are endless possibilities once you understand the tools. EQUIPMENT TYPES Before you start adding each of your Trucks to iScout, you need to define a Truck. To do this, you will create a type of …

Using the QR Code Reader (iPhone & Android)

iScout automatically assigns a QR code to employee profiles and equipment. Once a QR code is printed, it can be scanned via any QR reader, including the iScout app. The advantage of scanning a code within the app is that you will be automatically authorized to view protected content (e.g. you will not have to …

Printing Employee and Equipment QR Codes

iScout automatically assigns a QR code to employee profiles and to equipment profiles. These codes can be scanned within the iScout app to quickly view a profile, complete an inspection, etc. PRINTING EMPLOYEE ID CARDS You can export employee profiles to a PDF that is pre-formatted to the ID card standard. Here’s how: Go to …