Why add a voluntary control ?
You can add a voluntary inspection when you want to carry out an inspection that is not defined by regulations. It can be linked to a group requirement, a maintenance plan, or an internal inspection.
How do I add a voluntary control ?
To add a voluntary inspection to an element, simply:
Click on “Elements”
Filter the element
Click on the element
Click on “Inspections”
Click on “Add”
Choose the voluntary control — two options:
New voluntary control :
Enter the name
Specify the Category (optional)
Check (or not) “Results in non-compliance” / “Generates an inspection report”
Enter the Frequency in months
Select the Regulation
Select the Site(s)
Click on “Create”
Existing voluntary control :
Enter the voluntary control name
Click on the voluntary control
Enter the inspection start date
Click on “Add a voluntary control”
Note: the voluntary inspection start date is the date from which the next deadline will be calculated. For example, if you add the “Battery maintenance” voluntary inspection to be carried out every 18 months, and you want your next deadline to fall on 01/07/2024, you must enter 01/01/2023 in the “Voluntary inspection start date” field.
How do I add a voluntary control to several elements?
To add a voluntary control to several elements, simply:
Note: please select a single regulation.
Click on “Elements”
Filter the elements
Select the elements to edit using the 🔲 iconNote: if you want to select all elements, click directly on the 🔲 icon next to the “Grouped actions” button.
Click on “Active filters”
Click on “Add a voluntary control” — two options:
New voluntary control:
Enter the name
Specify the Category (optional)
Check (or not) “Results in non-compliance” / “Generates an inspection report”
Enter the Frequency in months
Select the Regulation
Select the Site(s)
Click on “Create”
Existing voluntary control :
Enter the voluntary control name
Click on the voluntary control
Enter the inspection start date
Click on “Add a voluntary control”
Note: the voluntary control start date is the date from which the next deadline will be calculated. For example, if you add the “Battery maintenance” voluntary inspection to be carried out every 18 months, and you want your next deadline to fall on 01/07/2024, you must enter 01/01/2023 in the “Voluntary control start date” field.