Administration - Inspection Templates
- Matthew Garrett
Option Administration > Inspection Templates
Article Index
Overview
Structured inspections use templates to ensure that the same steps are performed for each inspection.
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
Ensure you have either the Onsite Inspect - Data Administrator or System Administrator perspective selected.
Select Administration / Inspection Templates.
Click on the Add Inspection Template button.
A. This text will be displayed as the person performing the inspection commences work on it. It can be used to give guidance and instructions.
B. This text will be displayed as the person performing the inspection submits the inspection.
C. If ticked, you can specify that work is required to complete this item. This then allows workflow for the item (e.g. Start, Finish, Sign off).
D. If no items require work, the inspection is automatically signed off.
E. If ticked, then the person signing off the inspection must accept the terms and conditions set against the inspection.
F. The text the user will see regarding accepting the terms and conditions.
G.The URL to the terms and conditions.
H. You can define who is required to sign off the inspection. These are not standard platform roles.
I. You can specify whether the signature is mandatory.
J. Autocomplete notes can be used to quickly add notes to an inspection item.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.
A. Select the group that the item belongs to.
B. The name of the item
C. The description for the item.
D. There are four 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.
E. The Response Group to use.
F. Optionally, you can define a default response.
G. The item format determines whether you can supply one or multiple answers.
H. Determines what is a satisfactory answer. The options are;
i) Satisfied when all selected are Satisfactory.
ii) Satisfied when none are selected.
iii) Satisfied when all are selected.
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 be taken on it.
If you tick the Terms and Conditions are Required option, 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
When you have finished adding items to your inspection, to be able to use it, you must publish it.
To make changes to a published template, you will need to create a new version;
Any inspections added will use the latest published version of the template that was available at the time the inspection was created.
When you add an inspection to a project, it will show you the version number of the inspection that was used.