Administration - Inspection Templates

Article Index

Overview

Structured inspections use templates so to ensure that the same steps are performed for each inspection.

To be able to create a structured inspection template, you need to have the role Onsite Inspect - Data Administrator or Onsite Inspect - System Administrator.

When you are in one of these perspectives you have a new administration menu;

When you click on Inspection Templates the following screen will be displayed;

Adding an Inspection Template

1. Ensure you have either the Onsite Inspect - Data Administrator or System Administrator perspective selected.

2. Select Administration / Inspection Templates.

3. Click on the Add Inspection Template button.

   

   Enter the details of the template. When you click Save you will receive the following message;

   

   
   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.

Ad hoc item Format

When you have added the template you can define what type of item will be added if you add 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;

Defining the groups for a Structured Inspection

A structured inspection can be broken down into Groups. This allows you to group a series of questions/activities in a logical manner.

When you click on the Add Group button the following screen is displayed;

You can define as many groups as you require.

Adding Items to a Group

When you click on the hyperlink for the group, you will be taken to the group's screen where you can add the required items.

When you click on the Add Item button, the following screen is displayed.

There are 4 different Response Types.
Data List - Data response types (e.g. Yes/No)
Date - The user must supply a date from the date picker. The default will be the current date.
Date/Time - The user must supply a date and time. The default will be the current date and time.
Time - The user must supply a time. The default will be the current time.

You can add as many items as required to a group.

When you have finished adding items to the group, you can click on the inspections ‘breadcrumb' to go back to the inspection screen.

Defining submission details

The submission details section allows you to define what happens when the user submits the inspection and also who is required to sign it off.

If you tick the Sign Off Inspection on Submission option the workflow of the inspection is set to Complete and no further actions can ve taken on it.

If you tick the Terms and Conditions are Required option, then each person who is required to sign off the inspection must acknowledge that they have read the terms and conditions specified in the Terms and Conditions URL defined below.

The Additional Signatures section allows you to define the people that you want to be responsible for signing off the inspection. When you click the Add Authority button, you can add the role of the person whom you want to sign off the inspection. This is in addition to the inspector. The roles that you enter are free text and not standard Platform roles.

Publishing your template

To make changes to a published template, you will need to create a new version;

When you add an inspection to a project, it will show you the version number of the inspection that was used.