You can use Current RMS to record results for asset tests and inspections. It’s designed for things like PAT, Test & Tag, and rigging inspections.
Before you start logging results, create inspections in System Setup to tell the system what kinds of tests you do, how often you do them, and what results you need to record.
Looking for an overview? See: How does Testing & Inspection work?
Get started
Head to System Setup > Inspections to create new inspections or change existing ones.
Add a new inspection
Click the green Add Inspection button at the top to create a new inspection.
Name
Enter the name for your inspection. You’ll see this in the Test & Inspections screen. For example, “PAT” or “LOLER.”
Schedule type and interval
How often should this inspection take place? For example, rigging equipment is usually tested every six months, so we’d set the schedule type to “Month” and the interval to 6.
Active
When creating an inspection, you’ll generally want this set to YES. This means you’ll be able to set the inspection against your products and record results for it.
If you no longer need to do this inspection in future, you may edit the inspection and set this to NO.
Mandatory
This setting determines what happens when you add an asset that’s due an inspection to an opportunity.
When set to YES, Current RMS won’t let you allocate an asset to an opportunity if it’s due an inspection.
When set to NO, Current will warn you if you allocate an asset to an opportunity if that asset is a due an inspection.
Auto-pass new assets
When you buy new gear, you might assume that it’s safe to use. This is especially true for electronic equipment, which is often tested during manufacture.
Set to YES and Current RMS will automatically create a test result of “Passed” against new assets for a product that needs this test.
If NO, Current won’t record a test result. Any new assets will show up in your main Testing & Inspections screen, awaiting testing.
Add inspection tasks
By default, during an inspection we capture whether the asset passed or failed, a description, and an attachment.
If you like, you may add additional inspection tasks. These are other values that you might want to store during a test, e.g. weights or electrical results.
Use the green Add an inspection task button to add a task. Enter a name and choose a type:
String
A text box that accepts any input.Number
A text box that only accepts.List of values
A drop-down box of predetermined entries.Boolean
A yes/no slider.
Booleans are useful where you inspect kit by asking yes/no questions.
If you select list of values, a new drop-down will appear where you can choose a list.
Need to create or edit a list? Go to System Setup > List of Values.
Inspection tasks are optional – you don’t need to add any.
When you’re done, click the blue Create inspection button.
Edit an existing inspection
Click the blue arrow to the right of an inspection and choose Edit in the list to edit an existing inspection.
Delete an inspection by choosing Delete from the menu.
Restricting by user role
You can also restrict some inspections so that they can only be carried out by certain user roles.
Next steps
Once you’ve created your tests, edit your products to tell Current RMS that a test applies to that product’s assets. See: Create a product
Start testing by heading to Resources > Testing & Inspection. Check out: See upcoming asset inspections and start testing