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Converting Legacy Inspection PMs to New Inspection PMs

This article is intended for those organizations that have or currently use the use the Legacy Inspection solution found in ManagerPlus Desktop and ManagerPlus Cloud and who have recently moved to Eptura Asset. 

Convert Legacy Inspections to Eptura Asset Inspections 

Over the years we have received feedback about the legacy Inspections module and now with Eptura Asset, we have enhanced the Inspections module to incorporate some of the feedback. You will need to convert your legacy inspections to Eptura Asset Inspections and this wil help you preserve your current inspections.

We have created a process to migrate your legacy Inspection PMs over to Eptura Asset with a click of a button.  Legacy inspection PMs can be seen traditionally in your PMs and were a totally separate module and report.  They can be seen in your "Schedules Due" module in Desktop or Cloud as seen below.  These are the PMs that will be affected when you convert legacy Inspection PMs to Eptura Asset inspection PMs.

Converting Legacy Inspection PM 1.png

There are two ways to convert legacy Inspection PMs to Eptura Asset PMs

  • Bulk Conversion
  • Individual Conversion

It is recommended that you migrate one first to experience the changes before doing them in bulk.

Bulk Conversion of legacy PMs to Eptura Asset PMs

When you navigate to your Maintenance Plans or Inspection Templates and you are an admin you will see a new banner there indicating that you have legacy inspections.  You can convert inspections in bulk by clicking on the indicated text on the banner.  

Before you decide to convert ALL of your legacy inspections to Eptura Asset inspections, you need to prepared for a few important changes:

  • If you do inspections on the current mobile app - you will need to now perform your inspections on the new Work Companion App downloadable from the app store or play store.
  • This conversion process does NOT convert history.  
  • This will change the way you do inspections, so it will be important to communicate to your team the changes that are transpiring and the new tools they will have access to before migrating your inspections

Converting Legacy Inspection PM 2.png

You will then be prompted to select a new work type for the new PMs.  Then click process.  This is NOT reversible.  This will convert all legacy inspection PMs to Eptura Asset PMs.  It will preserve the assets' schedule progress and due date.  

Converting Legacy Inspection PM 3.png

Individual Conversion of legacy PMs to Eptura Asset PMs

You can decide to do this, one single maintenance plan at a time. If so, then you will find a new option on your maintenance plans. 

  1. Click the More Actions icon to display the options.
  2. Click Migrate option.  

The process is the same but will be executed only for the associated maintenance plan. 

Converting Legacy Inspection PM 4.png

Changes in Inspections

  1. As you review your new PMs that were migrated from your legacy inspections, you will notice that each PM now has a new service task associated with it.  This service task represents the new inspection template.  The name has some added numerical references to make it unique, but that can be changed in your inspection templates.

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  1. A new inspection template was created representing your old legacy inspection.

Here are just a few selected highlights you can explore:

  • Legacy inspections had only 1 question type: Pass or Fail. Eptura Asset inspections offer a variety of question types that will suit all your inspection requirements.
  • You now have access to the Operator Companion that extends your inspections to a tool designed for drivers and operators of the equipment.

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