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Get Started

Congratulations! You've set up your Scan2Evolve organization. Now it's time to explore features and create your first inspection.

Overview

After completing initial setup, you can:

  • Explore Features - Learn about inspections, templates, assets, and more
  • Create Your First Inspection - Start conducting inspections
  • Customize Your Workflow - Configure templates and settings to match your needs

Explore Features

Now that your organization is set up, explore the key features of Scan2Evolve.

1. Inspections

Inspections are the core workflow in Scan2Evolve. Learn how to:

  • Start inspections from templates
  • Conduct inspections on assets or sites
  • Complete inspections and view results

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2. Templates

Templates define what questions to ask during inspections. Learn how to:

  • Create custom templates
  • Add questions and sections
  • Configure response types and logic

Get Started:

3. Assets

Assets are equipment, vehicles, or items you inspect. Learn how to:

  • Create asset types and assets
  • Link assets to templates
  • Record meter readings

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4. Work Management

Work requests and work orders track maintenance tasks. Learn how to:

  • View and approve work requests
  • Assign work orders to team members
  • Track work completion

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5. Compliance & Flags

Audit flags track compliance issues. Learn how to:

  • View and acknowledge flags
  • Add corrective actions
  • Resolve flags

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6. Mobile App

Use Scan2Evolve on mobile devices. Learn how to:

  • Conduct inspections on mobile
  • Scan QR codes to start inspections
  • Work offline

Get Started:

Create Your First Inspection

Ready to start? Create your first inspection in just a few steps.

Step-by-Step Guide

Step 1: Choose a Template

  • Go to Inspections page
  • Click New Inspection
  • Select a template from the list
  • Templates are organized by type (ASSET, AUDIT, INCIDENT)

Step 2: Select Asset or Site (Optional)

  • If using an ASSET template, select an asset
  • Or select a site for the inspection
  • Or leave blank for general inspection

Step 3: Start Inspection

  • Click Start Inspection
  • Inspection is created
  • Inspection form opens

Step 4: Answer Questions

  • Navigate through sections
  • Answer each question
  • Attach photos or files as needed
  • Flag issues if required

Step 5: Complete Inspection

  • Review all answers
  • Ensure required questions are answered
  • Click Complete Inspection
  • Inspection is saved and marked as completed

Example:

1. Go to "Inspections" → "New Inspection"
2. Select template: "Pump Inspection"
3. Select asset: "Pump-001"
4. Answer questions:
   - Condition: "Good"
   - Any leaks: "No"
   - Photo: (upload photo)
5. Complete inspection
6. View completed inspection

Quick Tips

  • Use QR Codes: Print QR codes for assets to start inspections quickly
  • Take Photos: Photos provide visual documentation of conditions
  • Flag Issues: Flag any issues found during inspection for follow-up
  • Complete All Sections: Ensure all required questions are answered before completing

Customize Your Workflow

Configure Scan2Evolve to match your specific workflow and requirements.

1. Create Custom Templates

Create templates that match your inspection needs:

  • Define questions specific to your assets or processes
  • Configure response types and options
  • Add conditional logic to show/hide questions
  • Set up automatic actions (work requests, flags)

Learn More:

2. Configure Asset Types

Set up asset types that match your equipment:

  • Create asset types (e.g., Pump, Valve, Motor)
  • Define asset fields and metadata
  • Link templates to asset types
  • Set up meter types for tracking

Learn More:

3. Set Up Workflows

Configure automatic workflows:

  • Set up automatic work request creation
  • Configure flag categories and severity
  • Set up notification preferences
  • Configure reporting schedules

Learn More:

4. Customize Reports

Configure report layouts and branding:

  • Add your organization logo
  • Customize report layouts
  • Configure export formats
  • Set up report sharing options

Learn More:

Training Resources

Documentation

Video Tutorials

  • Quick Start Video (coming soon)
  • Template Creation Tutorial (coming soon)
  • Inspection Workflow Tutorial (coming soon)

Support

  • Email Support: support@scan2evolve.com
  • Customer Success: Contact your Scan2Evolve customer success manager
  • Help Center: Browse documentation and FAQs

Common Next Steps

Based on your role, here are recommended next steps:

For Administrators

  • Create custom templates for your inspection needs
  • Set up asset types and create initial assets
  • Configure work request workflows
  • Set up flag categories for compliance
  • Invite and train team members

For Inspectors

  • Familiarize yourself with available templates
  • Practice creating a test inspection
  • Learn how to use QR codes for quick access
  • Understand how to flag issues
  • Learn mobile app features

For Managers

  • Review inspection reports and dashboards
  • Set up work request approval workflows
  • Configure flag acknowledgment processes
  • Review team member access and permissions
  • Set up reporting schedules

Getting Help

If you need assistance:

  • Check Documentation: Browse the documentation for answers
  • Search Help: Use the search function to find specific topics
  • Contact Support: Email support@scan2evolve.com
  • Contact Your CSM: Reach out to your customer success manager

You're all set! Start exploring and creating your first inspection.

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