Guide

How does the daily visual check work?

A short check made in a few minutes at the start of a shift, recorded, and stopping the equipment when it finds a fault.

What it is for

A daily check is not an examination; it catches visible and hand-testable faults before the shift starts. A broken wire in a rope, a cracked hook, a leaking hydraulic line, a horn or brake that does not work, an empty extinguisher.

Who does it

The person who will use the equipment on that shift. A form filled in by someone else does not make the user familiar with the equipment — and that familiarity is the real gain.

Why the record matters

An unrecorded check is a check not made. But its real value is not in an inspection: the same fault ticked repeatedly shows the problem is systematic rather than isolated, and changes the maintenance plan.

If a fault is found

The check must have a consequence. When a fault is marked, the equipment comes out of service and is tagged; deciding it "will do" is maintenance's call, not the shift supervisor's.

In Optifora

The periodic inspection module keeps the daily checklist attached to the equipment; when a fault is marked it shows the equipment as out of service and opens a maintenance task. A recurring fault is surfaced in the list.

  1. Add the equipment to the inventoryRecord it with its serial number, location and family; equipment not in the inventory does not get inspected.
  2. Set the intervalSet the interval by family; where the manufacturer's instruction is more frequent, take that as the basis.
  3. Confirm the authorised personConfirm in advance that the person doing the inspection is authorised for that equipment.
  4. Have the inspection doneHave it done against its criteria; record the result as conforming or non-conforming.
  5. Attach the reportAttach the report to the equipment's record; tie any non-conformity to a corrective action.
  6. Put the next one in the calendarEnter the next inspection date; if the equipment changes, set the interval again.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is