Creating a structured inspection template
- Matthew Garrett
The 2022.1 release of Onsite Inspect saw the introduction of several enhancements to structured inspections. This document gives a complete overview of how to create structured inspection templates.
Table of Contents
What are Structured Inspections used for
Structured inspections allow you to define a group of actions/questions that you want the user (either inspector or customer) to perform. You can logically group the actions/questions to make the job of completing the inspection easier.
Structured templates can be used at any stage of the build process. If an item is Unsatisfactory, you can link them to maintenance in Framework in the same way as a standard inspection item is.
Perspective to maintain structured inspections
To create or work with structured inspection templates, you need to have either the role of Onsite Inspect - Data Administrator or Onsite Inspect - System Administrator.
When logged into one of these Perspectives, you have an additional Administration menu with two options.
Inspection Templates are the structured list of items you want the person performing the inspection to do.
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.
Refer to this article for general information on Response Groups
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.
Work is Allowed
If you tick Work is Allowed, the items will follow the same workflow as a standard inspection.
Sign-Off Inspection on Submission
If ticked and no items are Unsatisfactory, the inspection will be marked as Complete when it is submitted.
Terms and Conditions
If you tick the Terms and Conditions are Required? option, you can then supply a URL to your terms and conditions.
Add Authority
You can specify additional signatures you want to capture when submitting an inspection. When you click Add Authority you will see the following dialog;
The Authority Role is just a label and is not a Platform role.
Completing the template
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.
The location field is used when you add ad hoc items to a group
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 four 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.
The Default Response allows you to specify the response that will be highlighted when the inspector sees the item. The default response is used when submitting if the inspector has not made a response. This is useful in scenarios where there are a lot of standard questions which for the majority of the time the answer is the same allowing the inspector to only supply an answer to the items that require attention.
Satisfactory
This setting is used to determine what meets the criteria for the item to be satisfactory. There are 3 different options;
Option | Definition |
|---|---|
Satisfied when none are selected | If the user does not make any selections (They just hit the Next button.), the item will be seen as Complete. For example, this is useful in scenarios where you are asking for a list of defective things, |
Satisfied when all selected are satisfactory | When the user selects all responses that are deemed as satisfactory. For example, you have a response group; I'm Happy - Satisfactory |
Satisfied when all are selected | When the user selects all responses. For example, you have a response group;
|
Notification On Change
You can send notifications when specific actions are performed on, inspections based on the template.
When you click on the Add Notification button, you will see a dialog box ;
The Only Notify Contacts Linked to the Object option is used to limit the number of people who will receive the notification, so it will only send to contacts that are attached to the project.
In the example above, a custom role was added called Maintenance Administration so that it will be sent to all contacts that have that role.
Publishing the template
When you have finished working on your template, you must publish it before it can be used.
When you click on publish, you will see the following message;
Version Control
If you click on the View Different Version button, you will see the following dialog;
You can click on the status link to view the previous version.