Technician
Complete a preventive maintenance inspection
A preventive maintenance visit runs as a single inspection — the same readings, photos, and pass/fail checks you use on any other job, not a separate checklist. If you've completed one inspection in Thermal, you already know the shape of this one.
Steps
- Open the work order for the PM visit and start the inspection from there. The checklist that loads is whatever the shop set up for this equipment type — you don't choose it.
- Work through each item: readings get typed in, pass/fail and yes/no checks get tapped, and any item that calls for a photo will prompt you for one before it lets you move on.
- Flag anything that failed or looked off, even if it's outside what the checklist explicitly asks — a note here is what turns into a follow-up proposal instead of a problem nobody catches until the next visit.
- Get a signature from whoever's on site once you're done, and complete the inspection.
What happens after
Completing the inspection also completes the work order tied to it — nothing further to close out separately. The results are attached to the equipment's history, so the next technician (or the next PM visit) can see what was found this time.