Daily inspection: the OSHA forklift checklist on your phone

OSHA requires a daily safety check before a forklift starts work. Do it on your phone — one big card per item: pass, fail, or N/A. A failed critical item locks the asset to Under repair automatically and can raise a repair ticket in one tap.

Every forklift in the asset registry gets a daily inspection checklist based on the OSHA 1910.178 standard: brakes, steering, forks, chains, hydraulics, tires, lights, horn, backup alarm, warning lights, gauges, seat belt, overhead guard, fire extinguisher, battery/fuel. Other equipment types get a shorter list (5–8 plain-words items). If your organization has never inspected a type before, the standard template is created automatically the first time — you can also build your own templates.

How an inspection goes#

1. Open Assets → Daily Inspection. Only In use and Idle assets are listed; each row shows today’s badge (Not inspected / Passed / Failed).
2. Tap Start inspection on a device (or scan its QR label to jump straight in). The phone shows one big card per item: the item name, a "Critical" tag on key items, and three big glove-friendly buttons — Pass, Fail, N/A.
3. If an item fails, the card expands: describe what’s wrong and snap a photo of the problem. Then Next.
4. Review the summary (failed items are red), add overall notes, Submit. If it’s already inspected today you’ll be asked whether to overwrite.
5. Result page: Passed or Failed. If a critical item failed, the asset is automatically locked to Under repair, and you can create a repair ticket in one tap — it lands in Tickets as a maintenance ticket linked to the asset.

Critical items: what "locks the asset" means#

• Critical items are the ones that can hurt someone: service brake, parking brake, steering, forks, chains, hydraulic leaks. They carry a red ★ Critical tag.
• If any critical item fails, the whole inspection fails AND the asset status flips to Under repair automatically — nobody can be assigned that forklift until it’s fixed.
• Non-critical failures (a dead horn, a dim light) fail the inspection but don’t lock the asset — still raise a repair ticket so it gets fixed.

One tap to a repair ticket#

• On a failed result page, tap Create repair ticket. Subject is "Repair: {asset no} {type}"; the description lists every failed item with your notes and the inspection date.
• Priority is High when a critical item failed, Medium otherwise. SLA deadlines follow your ticket SLA settings.
• Tapping twice doesn’t create two tickets: if a repair ticket already exists for this inspection, you get the same ticket number back.
• Find the ticket in Tickets (category: maintenance) — it’s linked to the asset, so the asset’s Inspection records tab shows "Repair ticket created".

Where inspection status shows up#

• Asset list: the "Today" column shows Not inspected / ✓ Pass / ✗ Fail for every device.
• Asset detail page: a badge next to the asset number, plus the "Inspection records" tab with history — dates, results, failed items, and whether a repair ticket was raised.

Maintain the checklist: inspection templates#

The forklift list follows the OSHA standard, but your site is not every site. Open Assets → Inspection Templates to tune the checklist for each equipment type: rename a template, add your own items ("Propane tank: no leaks or cracks"), mark items as Critical, reorder them with the up/down buttons, or delete what doesn't apply. Changes take effect on the next inspection — past inspection records keep a frozen copy of each item's text, so history never changes.

• Templates are grouped by equipment type. Each card shows how many items it has and which one is the Default — when an inspection starts, the phone uses the default template for that equipment type. Tap "Set as default" to switch.
• Critical items carry a red tag and a red ★ in the list. If a critical item fails during inspection, the whole inspection fails and the asset locks to Under repair automatically.
• Deleting a template deletes its items too (there's a confirmation step). Deleting the default template is safe: the standard OSHA list is recreated automatically the next time someone inspects that equipment type.