In this article you'll learn how to create your own asset inspection register, how to create an assessment and how to export a PDF report.
Assessment type
An asset type is a way for you to create categories and manage your area(s) of interest, defects or faults found within your mission. Multiple assessment types can be created. (It is a set of nested categories that can be applied to an asset assessment).
Asset Assessment
An asset assessment is used to assess your images for areas of interest, defects or faults using your defined categories from your assessment types. You will be able to define severity, action items, and add notes, and can be exported to a PDF.
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Creating an assessment type register
First you'll need to create an assessment register to be able to use this within your assessment phase. You do not need to add all the categories/ sub-categories at this time as you can add additional classifications during the assessment phase.
In the left hand menu under Inspections, select Asset Inspection.
Select + New Inspection.
Give your Inspection a name. This will be used for your reference to select from in the assessment phase. Example: Roof Inspection, Construction Progress, Pole Inspection ect. You can have many inspection types.
Create a Parent Category.
From here you can start to build your inspection categories.
You have the ability to add as many as you like, edit or delete them.
You can move the hierarchy of the items up or down in their existing columns.
You can only create a child category if a parent is selected.
If you delete a parent category with dependents, these will also be deleted.
When you add additional options during the assessment phase they will be saved to the original inspection register and can be edited from this screen.
Once you have created categories, you can use this Inspection Register in the next phase.
Video Guide
Starting an asset assessment
To start an assessment, you'll need to have a mission with data uploaded to it. If you need help with this step you can follow this guide.
You can start the assessment from the media view or the reports tab on the map view.
Media View
You can filter the data set via the objective or other filters and assess a sub-set of the missions data.
Reports Tab
This will start an assessment with all the missions data from all objectives.
Navigating the assessment flow (Drawing & categorising)
Once you have selected the media you would like to assess, you can select Start. This will take you though the asset assessment flow.
Name your assessment.
Select an assessment type to use.
The below is the main screen for reviewing your images, creating or assigning assessments and navigating the data set.
Tip: You can use Z and X to quickly navigate back and forth the images.
To create your first assessment:
Zoom to an area of the image you would like to mark with the polygon tool.
Select the polygon tool.
Click the image to start drawing, drag the box over the area of interest
Click again to confirm the box.
You can remove the drawing by creating a polygon somewhere else or by selecting undo in the top right corner.
Once you have drawn around the correct area you can define and categories or select from existing.
Select + Define area of interest.
Next, select the values from the categories to add to this area.
If you are missing the category you can type and Select Create. (This will also save it into the defect register for you to use on future assessments)
Once you have finished click Continue.
You will now be able to add the below:
Severity - This is on a scale between P1 (Low) to P5 (Critical).
When you select a severity the bounding box will take on the colour.
Add Recommended Action (Optional).
Add Comments (Optional).
Click Save
Your area of interest will be saved and given a unique ID for reference
From here you have multiple flows you can complete:
Zoom or pan to another area of the image if it contains more than one area of interest
Modify or delete the existing area if you have made a mistake
Continue and assess the next image
Use the grid or film strip views to jump to another image in the data set
View the digital summary (Export a PDF report)
Save & Exit (Continue your assessment later)
Assigning an existing assessment to another image
Once you have assessed some images, you may find the same area of interest in another image. With the below flow you can assign an existing assessment to another image to create a more detailed report.
Zoom to an area of the image you would like to mark with the polygon tool.
Select the polygon tool.
Click the image to start drawing, drag the box over the area of interest
Click again to confirm the box.
Click Select from existing
This will display all the current assessments found within this report.
Select the tile with the assessment you would like to associate with this area.
The ID and categorisation will appear on the right.
You will be able to add additional comments if required.
Click Continue, this will save the same assessment to this image.
Viewing the digital report
At any point of the flow you can select View summary. This will take you to the digital report screen where you can review all the assessments that you or any other user in your organisation has created.
From this screen you can:
Continue your assessment (This will take you back to the last image you where on).
Open assessment (Navigate directly to an existing assessment to review, modify or delete)
Generate report (This will generate a PDF report of all the current assessments and report info). Multiple PDFs can be generated from an assessment and stored against the assessment job on the reports tab.
Save & Exit (The assessment saves as you progress through the images but you may want to continue at a later time).
Exporting a PDF report
Once you have completed your assessment, you can generate a PDF version to share outside the platform if required.
Select Generate report.
A PDF version containing all the current assessments will be generated with a date and time stamp.
Next a pop-up will appear, allowing you to name your report.
Select Save.
Once saved, the report will auto download. You will be able to access and re-download the report from the reports tab in the map view.
Video Guide