Detailed Guide to Structured Inspections

The 2022.1 Platform release saw the introduction of several enhancements to structured inspections. This document gives a complete overview of how to use structured inspections.

Table of Contents

Perspective to maintain structured inspections

To be able to create or work with structured inspection templates you need to have either the role Onsite Inspect - Data Administrator or Onsite Inspect - System Administrator.

When logged into one of these Perspectives you have an additional Administration menu with 2 options.

1. Inspection Templates are the items that you want the person performing the inspection to review.

2. Response Groups are where you can define your own custom responses.

Response Groups

Structured inspections ask for responses from the user which are translated into one of two states, either Satisfactory or Unsatisfactory.

Standard Response Groups

The standard response groups, that can be used and the responses available, are shown below.

The responses translate to two response types. The type can either be

• Satisfactory. The item has passed.

• Needs Attention. The item has failed and further actions are required.

The table below shows how the responses map to response types.

Adding a Response Group

In addition to the standard response groups you can also add your own;

When you click on Add Response Group you will see the following dialogue;

There are 2 different item formats.

• Multiple choice - One response - The user can only select one response.

• Multiple choice - Multiple responses - The user can select between the defined minimum and maximum number of responses.

Adding a Response Item

When you have a Response Group you can add the Response Items.

You will then see the following;

If the response equates to Unsatisfactory you do not need to make a selection as that is the default status. If the response equates to being satisfactory tick the box.

At a response level, you can specify the minimum number of photos that are required.

You can also define whether or not notes are mandatory based on the response.

You can add as many responses as required. Though you should bear in mind how this will appear on the app.

Inspection Templates

To create your inspection template go to Administration > Inspection Templates.

When you click on the Add Inspection Template button the following screen is displayed.

If you tick Work is Allowed this means that the items will follow the same workflow as a standard inspection.
If you tick, the Terms and Conditions are Required? option you can then supply a URL to your terms and conditions.

When you have added your inspection template you will see a screen similar to the one below.

Adhoc item format

When you have added the template you can define what type of item will be added if the user adds an item to the inspection..

Defect item - You will be able to enter an item in the same format as you do in a non-structured inspection.
Standard item - This will allow you to add an item in the format shown below;

Adding Groups to your template

You add groups to your template to categorise your inspection items.

When you click Add Group you will see a screen similar to the one below.

Adding items to your Group

When you select your group you add the inspection items to it.

When you click on the Add Item button you will see a screen similar to the one below.

Response Type

The response type allows for 4 different options

Data List - This allows you to select one of the Response Groups.
Date - The user must supply a date.
Date/Time - The user must supply a date and time.
Time - The user must supply a time.

Satisfactory

This setting is used to determine what meets the criteria for the item to be satisfactory. There are 3 different options;