Configuring Core

Steps to configure the core system

Configuring Equipment Types

Equipment Types define how the equipment is described, what the default inspection interval is, and what fields are available. To alter an equipment type please take the following steps. Log in to https://yourcompanyname.coreinspection.com Go to “...

Configuring Inspection Templates

Inspection Templates define the inspection criteria for one or many items.  To add an inspection template please do the following. Log in to https://yourcompanyname.coreinspection.com Go to “Set up” -> “Inspection Templates” Click add new.  (Or co...

Adding Predefined Comments

Introduction Predefined comments are comments that appear in a pick list at the end of any examination. They are used to speed up the examination process by providing an existing comment that can then be ammended once selected. The comments then c...

Competencies

Introduction Competencies in Core are used for 2 main purposes. Prevent Technicians from performing examinations which they are not qualified for. Warn schedulers if a technician has been assigned to a job which requires certain competencies.  (Fo...

Billing

Core Inspection provides the ability to capture time and materials against a job and against individual inspections. Please contact support@coreinspection.com if you would like us to set this up for you. Once billing has been set up, for every exa...

Adding A Worker Or Admin User

To Add a worker or admin user please take the following steps. Log in to Core as an admin user Go to configuration - > users Click "Add New" Enter the user's email address, first name and last name For the role select "Admin" or "Worker".  Admin u...