Manage inspection types

⚙️ Every inspection in Vyer has a type, such as a fire safety round, a ventilation inspection or a filter change. Decide which types your organization runs, which are required by law, and what checking each kind of asset involves, so every round is set up the same way.

You need the Admin or Owner role. Everyone else can see the list but not edit it.

Open the list

Start creating an inspection, and in the type picker choose Manage inspection types. A new organization starts with a set: Fire safety inspection, Ventilation inspection, Elevator & lift, Electrical audit, Radon, Sprinkler and Shelter marked as statutory, and Filter change, Roof, Technical spaces, Outdoor inspection, Common areas, Playground and PCB as ordinary types.

Add or rename a type

  1. Click Add new. A type with a color appears; click its name to write it, and the color swatch to change it.

  2. Switch on Statutory inspection for a type required by law. See Set up a statutory inspection.

Say what each asset type needs

  1. Open the type's menu and choose Edit asset types, then Add asset types and pick the kinds of asset this inspection checks, such as air handling units for a ventilation inspection or extinguishers for a fire safety round.

  2. For each, write the instructions and the subtasks a technician fills in. They become the default for every inspection task of that asset type under this inspection type, so Import tasks in a new inspection creates ready-made tasks. See Add the tasks.

The same defaults can be set from inside an inspection: when you write instructions on a task, tick Save instructions and subtasks for the asset type.

Retire a type

Choose Delete in the type's menu. The type is archived: it leaves the pickers, and existing inspections keep it. Restore brings it back.

If it doesn't work

Add new is grayed out

Only Admins and Owners manage inspection types.

A type I deleted still shows on old inspections

Archiving hides a type from new inspections only. The old rounds keep their type and their history.

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Axel Buhlmann

Axel Buhlmann

Customer Success Manager

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