Onsite Inspect - Rules and Restrictions

Table of Contents

1 Inspection Roles
2 Actions
3 Inspection-related settings affecting data/visibility
4 Mobile Content Download Rules
5 Other Rules around content returned

Inspection Roles

Inspection Roles	Contact types	Access Applications	Screen Access (you must have this role to access these screens/menus)	Notes

Inspection Roles	Contact types	Access Applications	Screen Access (you must have this role to access these screens/menus)	Notes
Onsite Inspect - System Administrator	Real Person	Inspect Web User	Analysis Menu, Administration Menu
Onsite Inspect - Data Administrator	Real Person	Inspect Web User	Administration Menu
Onsite Inspect - Inspector	Real or Virtual Person	Inspect Web User Inspect Mobile
Onsite Inspect - Project Customer	Real Person	Inspect Web User Inspect Mobile	Can only see Project and Inspection from the menus.	Can only see projects they are the customer of. Can only see inspections where the customer access is ‘View’ or ‘Edit’ Note: a known issue of inspection visibility is that if the project customer contacts are updated after inspections already exist for the project, then connections for new/removed customer contacts are not updated automatically. The inspection will need to be edited and saved in order for the inspections connections for customer contacts to be updated.
Onsite Inspect - User	Real Person	Inspect Web User
Onsite Inspect - Vendor/Subcontractor	Real or Virtual Organisation	nil

Actions

Actions	Who can do it - Web User	Who can do it - Mobile	Rules/Restrictions

Actions	Who can do it - Web User	Who can do it - Mobile	Rules/Restrictions
Login	Inspector Project Customer System Administrator Data Administrator User	Inspector Project Customer	Must be registered on the platform (real person contacts only)
Add a project	System Administrator Data Administrator Inspector User	No User
Add an inspection	Inspector System Administrator Data Administrator User	Inspector
Edit an inspection	System Administrator Data Administrator Inspector User	Not Applicable
Add/Edit an inspection item (standard)	System Administrator Data Administrator Inspector User Project Customer (with edit)	Inspector Project Customer	A customer cannot add/edit an item once the inspection has been submitted.
Add/Edit an inspection item (templates)	System Administrator Data Administrator Inspector User Project Customer (with edit)	Inspector Project Customer	A customer cannot add/edit an item once the inspection has been submitted.
Delete an inspection item	System Administrator Data Administrator Inspector User Project Customer (with edit)	Inspector Owner of Item	Items can not be deleted when inspection has been submitted (template or standard) You can only delete your own item.
Submit an inspection	System Administrator Data Administrator Inspector User Project Customer (with edit)	Inspector Project Customer	Web User Reverse Submission can only be done from web user. (not by a customer)
Approve/reject an inspection item	System Administrator Data Administrator Inspector User	Inspector	Not applicable to Template Inspection Items
‘Start Work’ on an inspection or item	System Administrator Data Administrator Inspector User	Inspector
‘Finish Work’ on an inspection or item	System Administrator Data Administrator Inspector User	Inspector
‘Sign Off’ on an inspection or item	System Administrator Data Administrator Inspector User Project Customer (with edit)	Inspector Project Customer	Mobile While a customer can sign off an inspection it must be in the ‘Work Finished’ state before they get to see the ‘Sign Off’ button. Currently, it will be up to another user, with applicable role, to progress the inspection through any relevant stages after submission to ‘Work Finished’ if they want the customer to sign it off. Web User Reverse sign off can only be done from web user. (not by a customer)
Archive an Inspection	System Administrator Data Administrator Inspector User	No User	Web User An inspection can currently be archived at any time regardless of its status.
Archive a project	System Administrator Data Administrator Inspector User	No User	Web User A project can only be archived once all its active inspections are complete.
Generate a report	System Administrator Data Administrator Inspector User	Inspector
Add a communication	System Administrator Data Administrator Inspector User	Not Applicable	Communications can be added against project, inspection or item.
Add an attachment	System Administrator Data Administrator Inspector User	Not Applicable	Can be added to a project or inspection

Inspection-related settings affecting data/visibility

Settings	SystemSettingId	Notes

Settings	SystemSettingId	Notes
Permission Access - Use of Inspection Templates	C824E367-491F-46D3-9AFA-1D1D6E273D89	Setting Type: true/false This setting must be set to true for a licensee to be able to create inspections from a template. Note, it does not prevent the licensee from creating templates however.
Limit editing to project inspectors	38B71FE6-CC7F-4651-B376-28AC114F50B6	Setting Type: true/false
Inspection (Mobile App) - Download all Inspections when 'Inspector within the Project'	CBAA3004-488D-4F64-B8C4-2F8B8B8719AC	Setting Type: true/false
Inspection (Mobile App) - Download all Inspections when 'Manually Subscribed'	0AEA813B-0182-4052-956B-7C5A9AA3E0FB	Setting Type: true/false
Inspection (Mobile App) - Download all Inspections when 'Customer'	82FB47A7-CC5A-48B5-86D1-7E97421329D7	Setting Type: true/false
Inspection (Mobile App) - Download all Inspections when 'Inspector'	A52D473E-63B6-42C8-A1E0-8E58F8ACDE0B	Setting Type: true/false
Inspection (Mobile App) - Project Limit	5689DB10-C03A-4F6D-9933-A0309840BC9C	Setting Type: number

Mobile Content Download Rules

Connection	Rule(s)	DB Setting

Connection

Rule(s)

DB Setting

Customer

Inspections can have 3 settings:

No Access - Customer does not see inspection on device.
View Only - Customer can see inspection, but not edit it.
Edit - Customer can see AND edit inspection.

Customer MUST be part of the customer group at the project level:

Customer - connection of type '53F0BFA2-78FC-488F-B61F-046221D177C6' between the inspection and the contact

common.systemSetting

82FB47A7-CC5A-48B5-86D1-7E97421329D7

Inspection (Mobile App) - Download all Inspections when 'Customer'

All Other Users

If any of the following criteria are met, where the licensee has the system setting enabled, then projects will be downloaded that meet the rules below:

Manual - connection of type '80E0D150-0965-4FB5-95A8-D50D752557D1' between the project and the contact
Inspector - connection of type '9647941D-ABCB-486C-8EBF-DBE05D8BBCB6' between the inspection and the contact
Project Inspector - connection of type '9647941D-ABCB-486C-8EBF-DBE05D8BBCB6' between and inspection for the same project and the contact

There is no order or sequence - if any criteria is met then projects come down. It is only if no criteria is met that they do not come down. You can have more than one criteria for the same inspection/project.

Note: ALL inspections will come down to the device regardless of the status of the inspection except where this setting is enabled and not set to '0': Auto-dismiss inspection after X days ('920929BF-F6DA-4307-A2ED-14F594EF4591')

common.systemSetting

0AEA813B-0182-4052-956B-7C5A9AA3E0FB

Inspection (Mobile App) - Download all Inspections when ‘Manually Subscribed'

82FB47A7-CC5A-48B5-86D1-7E97421329D7

Inspection (Mobile App) - Download all Inspections when ‘Customer'

A52D473E-63B6-42C8-A1E0-8E58F8ACDE0B

Inspection (Mobile App) - Download all Inspections when 'Inspector'

Other Rules around content returned

Action	Rules

Action	Rules
On first sign in to the mobile app	If the user does not have the role 'Onsite Inspect - Inspector' (is a customer) then no DateModified value is passed to the API meaning the API will return everything relevant to the user. If they are the inspector then the app passes to the API a DateModified value of DateTime.Now. This means the API will return nothing (there is a slight change with differences in server times that it could return something but unlikely). The inspector would be expected to go and search for and download a project. This will call a new API service that retrieves everything for the project.
Date Modified/Last Successful Sync Date	After the initial login we only retrieve details of a projects child items (inspections/items) that have changed since the last successful sync date (DateModified). DateModified will be passed to the API as the last successful sync datetime, minus 10 minutes to avoid sever lag times or server date/time differences. When the API receives a DateModified it only gets data that has changed since this time. We always get all images for an item, when that item has been marked as changed. If the API returns a new project not yet on the mobile app, the mobile app will make a call to the new API service that retrieves everything for the project (inspections/items and images).
Inspection status becomes 'Complete' or Inspection.datWorkInProgress date exists	Inspector Only: If the inspection status becomes complete or the inspection.datWorkInProgress date is more than ‘x' number of days past, then 'IsInspector' field returned from the API will become false. If the 'x’ value is set to 0, it will not remove the inspection. All Users: If the user is no longer connected to the project in any role (Customer/Inspector/Subscriber) then the API will not retrieve any inspection data for that project. The mobile app will then delete this project and any child data. Setting Info: 'x' is the number found in the setting 'Auto-Dismiss Inspection Delay' select * from common.systemsetting where gidsystemsettingid = '920929BF-F6DA-4307-A2ED-14F594EF4591'
Project is no longer Active	No child item information is returned from the API (no inspections/items etc)
Dismissed Project Updates	Projects may be dismissed/hidden. That will remove them from the current active projects list to a tab labelled 'Hidden' If a project that has been 'Dismissed' is updated a notification is shown to the user.
Removed Projects	Projects may be removed (when user has the “inspector” role) from the device. This removes the “manual subscription” between the user and the project. All data for that project is then removed from the device.
Inspection Item ‘Denied’ status (mobile only)	An inspection item becomes denied under the following conditions when attempting to change an item or upload a new item: The contact is an inspector but is not the inspector of the inspection AND The contact is an inspector on another inspection in the same project The inspection is completed The contact is an inspector but is not the inspector of the inspection AND The contact is NOT an inspector on another inspection in the same project The inspection is submitted The contact is an inspector but does not have a manual link to the project. The contact is a customer AND The inspection is submitted (or beyond) NOTE: This status only applies on the mobile. It occurs when the validation of the above conditions fail. It is done this way to keep business rules off the mobile.