Creating inspections - Revision history

Swartzell-Phil: /* Create a Single Inspection */

2016-05-15T00:49:28Z

‎Create a Single Inspection

Larson-rodger at 18:18, 6 May 2016

2016-05-06T18:18:43Z

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Larson-rodger at 15:54, 6 May 2016

2016-05-06T15:54:45Z

Larson-rodger at 15:46, 6 May 2016

2016-05-06T15:46:41Z

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Larson-rodger at 16:55, 22 April 2016

2016-04-22T16:55:01Z

Swartzell-Phil: Created page with "=Overview= Creating an Inspection in ISISweb consists of two steps.\\ '''1. Create an appropriate template (Optional)'''\\\\ An Inspection Template is a form that is use..."

2016-03-06T21:51:43Z

Created page with "=Overview= Creating an Inspection in ISISweb consists of two steps.\\ '''1. Create an appropriate template (Optional)'''\\\\ An Inspection Template is a form that is use..."

New page

=Overview=
Creating an Inspection in ISISweb consists of two steps.\\
'''1. Create an appropriate template (Optional)'''\\\\
An Inspection Template is a form that is used to create a new Inspection when needed. The template has all of the ifnromation required to create an inspection, such as the questions that need to be answered, the type of space to be inspected and the attributes to be recorded.

''Note that an Inspection Template only needs to be created if an appropriate Template does not already exist in the system. If an appropriate Template already exists, you may skip to step 2.''
\\\\
'''2. Create an Inspection or Generate multiple Inspections'''\\
\\Once the Templates are in place, you may create Inspections from them. An Inspection represents a singe point at which work is reviewed and questions are answered. You may create one if you want to review a specific work item, or you may have the system generate several inspections by a given set of rules.

==Create an appropriate template==
====Set up the general information====
*From the main menu, navigate to Administration [[File:Administration.png]]
*Find the Inspection Section, and click on Templates [[File:AdminInspection.png]]
*Click on Add Template [[File:AddTemplate.png]]
\\
*You will be presented with the following screen

[[File:TemplateHeader.png]]

*Enter a '''Description'''
*Leave '''Selectable''' checked
*Change the '''Target Percentage'''. This is the final score that is needed for the inspection to Pass.
*Choose an '''Inspection Target'''. This is where you choose if the Inspection is for a Space, Work Order, or Other item.
*Enter a '''Report Header''' and '''Report Footer'''. Report Headers and Footers are information that needs to be included on every inspection. Any notes that must show on each inspection should be entered here. Headers print at the top of the Inspection and Footers print at the bottom.
*Choose a '''Type'''. This will be the type of Inspection that is created. This is for grouping and reporting purposes. You may [[create a new Inspection Type]] if needed.
*Click Save

The system will return you to the list of templates. Find the template you just created and and select the edit button.

[[File:/New Inspections version/Edit Template.png|/New Inspections version/Edit Template.png]]

\\\\
====Associate Space Groups====
Associated Space Groups tell the system what types of Spaces may be inspected with this Template. For instance, some questions may only be valid for a patient room and others may only be valid for non-patient areas. Choosing the right Space Groups ensures that you are asking the right questions for the space being inspected.\\\\

[[file:/InspectionSpaceGroups.png]]

*Click '''Add Space Group'''
*Choose a '''group'''
*Choose a '''frequency'''
*Check '''Generate''' if appropriate. This will allow the Template to be used during Inspection Generation.
*Click '''Save''' on this row. It is the button with the check mark.
*Repeat for as many space groups as needed. <img src='/isiswebhelp/Attachments/Warning24.png'> '''Inspections may only use this template if the space chosen is in the Space Group list for the Template.'''
\\\\
====Create Attributes====
Attributes are questions that should be answered for record keeping, but do not count against the final score of the Inspection. For instance, it might be important to know if a hospital room is occupied when being inspected as this might affect the inspection process, but the answer does not change the Pass/Fail score.\\\\

[[File:InspectionAttributes.png]]

*Click '''Add Attribute'''
*Choose a defined '''Attribute type'''. You may [[create a New Inspection Attribute]] if needed.
*Choose Required if appropriate
*Click save on this row
*Repeat for as many attributes as needed
\\\\
====Create Questions====
[[File:InspectionQuestions.png]]

*Click '''Add Question'''
*Modify '''Order''' if needed. The questions are displayed in order from lowest to highest.
*Type the text of the '''question'''
*Enter a '''weight'''. The weight indicates how important a question is. If all of the weights are the same then all questions are equally important. If you give one question a weight of 2, it will then be counted as twice as important as another question that only has a weight of 1.
*Select a score type. You may [[create a new score type]] if needed.
*'''Audit Items''' - Audit items are components or contents of a space that require specific cleaning tasks to be performed on them. These components are corporately controlled in a selectable list and are associated with the corporate cleaning processes such as Space Care QL or Floor Care QL. Each Audit Item has one or more '''Corrective Actions''' associated with it. See Scoring An Inspection Template for details.

[[File:/New Inspections version/Select Audit Items.png|/New Inspections version/Select Audit Items.png]]

*Chose '''Required''' if appropriate. A user may not save an inspection unless they have answered all required questions.
*Click '''Save''' on this row
*Repeat for as many questions as needed
\\\\
==Create an Inspection or Generate multiple Inspections==
You may now create a single Inspection in order to inspect one work item, or you may have the system generate multiple inspections based on the information that you give it.

====Create a single Inspection====
*From the main menu, select Inspections

[[File:Inspections.png]]

*From the top right of the screen, click on Add

[[File:add.png]]

*If you have access to multiple Campuses, select the appropriate Campus

[[File:/Inspections New Version/Create Inspection.png]]

*Choose from one of the options:

[[File:/Inspections New Version/Create Inspection - Work Request.png|/Inspections New Version/Create Inspection - Work Request.png]]

* Add by work request allows you to search for a work request by entering the work request number or any text that might be in the work request. The system returns a list of matches for what you type in the field

[[File:/Inspections New Version/Work Request Inspection Templates.png|/Inspections New Version/Work Request Inspection Templates.png]]

*Select a Template from the dropdown

[[File:/Inspections New Version/Create Inspection - Space Type.png|/Inspections New Version/Create Inspection - Space Type.png]]

Add by Space Type allows you to Inspect a room that is not defined in your inventory. Enter a Room Name in the Free text field and select a space type from the dropdown. '''Note''': Only templates that have the correct Space Group in their Space Group list will show up in this list. If the Template that you would like to use is not showing up, please check the Space Group of the space you have chosen and refer to the Section titled ''Associate Space Groups'' above.

[[File:/Inspections New Version/Create Inspection - Space Auto Complete.png|/Inspections New Version/Create Inspection - Space Auto Complete.png]]

*Add by Space allows you to type a room number/name and it will provide a list of room level spaces that match what you have typed. You then select the space you want.
*Select from the list of associated templates.

[[File:/Inspections New Version/Create Inspection -Area Auto Complete.png|/Inspections New Version/Create Inspection -Area Auto Complete.png]]

*Add by Area works the same as space but it searches at an Area level. Type an area name and you will be presented with a list of areas that match what you typed.
*Select from the list of Areas.
*Type a Space name if appropriate.
*Select a Space type from the drop down.
*Select a Template to use. '''Note''': Only templates that have the correct Space Group in their Space Group list will show up in this list. If the Template that you would like to use is not showing up, please check the Space Group of the space you have chosen and refer to the Section titled ''Associate Space Groups'' above.

[[File:/Inspections New Version/Create Inspection - Other Templates.png|/Inspections New Version/Create Inspection - Other Templates.png]]

*Add Other provides list of templates that have a Template Type of Other.
*Select the Template
*After choosing any of these options and selecting the appropriate template please Click '''Save'''

[[File:Save.png]]

*The new Inspection will immediately be presented for Scoring.
*[[Score the Inspection]]

====Generate multiple Inspections====
*From the main menu, select Inspections
[[File:Inspections.png]]
*From the top right of the screen, click on Generate
[[File:InspectionGenerate.png]]
\\\\
*You will be presented with the following screen
[[File:InspectionGeneration.png]]
*If you have access to multiple Campuses, select the appropriate Campus
*Select a '''Building'''
*Select a '''Floor''', '''Area''' and '''Space Type''' if appropriate
*Choose a '''number of Inspections''' to generate
*Choose a '''template''' to use if appropriate. If you do not choose a template, all available templates will be used for each space.
*Click '''Generate'''
*[[Score the Inspection|Score the Inspections]]

@@ Line 184: / Line 184: @@
 |From the main menu, select '''Inspections'''.
-[[File:Inspections.png]]
+[[File:MenuInspections.png]]
 |- style="vertical-align:top;"

@@ Line 15: / Line 15: @@
 *From the main menu, navigate to Administration
 [[File:Administration.png]]
-*Find the Inspection Section, and click on Templates
+*Find the Inspection Section, and click on '''Templates'''
 [[File:AdminInspection.png]]
-*Click on Add Template
+*Click on '''Add Template.'''
 [[File:AddTemplate.png]]
@@ Line 25: / Line 25: @@
 [[File:TemplateHeader.png]]
-*Enter a '''Description'''
+#Enter a '''Description'''
-*Leave '''Selectable''' checked
+#Leave '''Selectable''' checked
-*Change the '''Target Percentage'''.  This is the final score that is needed for the inspection to Pass.
+#Change the '''Target Percentage'''.  This is the final score that is needed for the inspection to Pass.
-*Choose an '''Inspection Target'''.  This is where you choose if the Inspection is for a Space, Work Order, or Other item.
+#Choose an '''Inspection Target'''.  This is where you choose if the Inspection is for a Space, Work Order, or Other item.
-*Enter a '''Report Header''' and '''Report Footer'''.  Report Headers and Footers are information that needs to be included on every inspection.  Any notes that must show on each inspection should be entered here.  Headers print at the top of the Inspection and Footers print at the bottom.
+#Enter a '''Report Header''' and '''Report Footer'''.  Report Headers and Footers are information that needs to be included on every inspection.  Any notes that must show on each inspection should be entered here.  Headers print at the top of the Inspection and Footers print at the bottom.
-*Choose a '''Type'''.  This will be the type of Inspection that is created.  This is for grouping and reporting purposes.  You may [[create a new Inspection Type]] if needed.
+#Choose a '''Type'''.  This will be the type of Inspection that is created.  This is for grouping and reporting purposes.  You may [[create a new Inspection Type]] if needed.
-*Click Save
+#Click '''Save'''
+#*The system will return you to the list of templates.
-The system will return you to the list of templates. Find the template you just created and and select the edit button.
+# Find the template you just created and and select the '''Edit''' button.
 [[File:Edit Template.png|/New Inspections version/Edit Template.png]]
@@ Line 46: / Line 46: @@
 [[file:InspectionSpaceGroups.png]]
-*Click '''Add Space Group'''
+#Click '''Add Space Group'''
-*Choose a '''group'''
+#Choose a '''group'''
-*Choose a '''frequency'''
+#Choose a '''frequency'''
-*Check '''Generate''' if appropriate.  This will allow the Template to be used during Inspection Generation.
+#Check '''Generate''' if appropriate.  This will allow the Template to be used during Inspection Generation.
-*Click '''Save''' on this row.  It is the button with the check mark.
+#Click '''Save''' on this row.  It is the button with the check mark.
-*Repeat for as many space groups as needed. <img src='/isiswebhelp/Attachments/Warning24.png'>  '''Inspections may only use this template if the space chosen is in the Space Group list for the Template.'''
+#Repeat for as many space groups as needed. <img src='/isiswebhelp/Attachments/Warning24.png'>  '''Inspections may only use this template if the space chosen is in the Space Group list for the Template.'''
 ====Create Attributes====
-Attributes are questions that should be answered for record keeping, but do not count against the final score of the Inspection.  For instance, it might be important to know if a hospital room is occupied when being inspected as this might affect the inspection process, but the answer does not change the Pass/Fail score.\\\\
+Attributes are questions that should be answered for record keeping, but do not count against the final score of the Inspection.  For instance, it might be important to know if a hospital room is occupied when being inspected as this might affect the inspection process, but the answer does not change the Pass/Fail score.
 [[File:InspectionAttributes.png]]
-*Click '''Add Attribute'''
+#Click '''Add Attribute'''
-*Choose a defined '''Attribute type'''.  You may [[create a New Inspection Attribute]] if needed.
+#Choose a defined '''Attribute type'''.  You may [[create a New Inspection Attribute]] if needed.
-*Choose Required if appropriate
+#Choose Required if appropriate
-*Click save on this row
+#Click save on this row
-*Repeat for as many attributes as needed
+#Repeat for as many attributes as needed
@@ Line 69: / Line 69: @@
 [[File:InspectionQuestions.png]]
-*Click '''Add Question'''
+#Click '''Add Question'''
-*Modify '''Order''' if needed.  The questions are displayed in order from lowest to highest.
+#Modify '''Order''' if needed.  The questions are displayed in order from lowest to highest.
-*Type the text of the '''question'''
+#Type the text of the '''question'''
-*Enter a '''weight'''.  The weight indicates how important a question is.  If all of the weights are the same then all questions are equally important.  If you give one question a weight of 2, it will then be counted as twice as important as another question that only has a weight of 1.
+#Enter a '''weight'''.  The weight indicates how important a question is.  If all of the weights are the same then all questions are equally important.  If you give one question a weight of 2, it will then be counted as twice as important as another question that only has a weight of 1.
-*Select a score type.  You may [[create a new score type]] if needed.
+#Select a '''score type'''.  You may [[create a new score type]] if needed.
-*'''Audit Items''' - Audit items are components or contents of a space that require specific cleaning tasks to be performed on them.  These components are corporately controlled in a selectable list and are associated with the corporate cleaning processes such as Space Care QL or Floor Care QL.  Each Audit Item has one or more '''Corrective Actions''' associated with it.  See Scoring An Inspection Template for details.
+#'''Audit Items''' - Audit items are components or contents of a space that require specific cleaning tasks to be performed on them.  These components are corporately controlled in a selectable list and are associated with the corporate cleaning processes such as Space Care QL or Floor Care QL.  Each Audit Item has one or more '''Corrective Actions''' associated with it.  See ''Scoring An Inspection Template'' for details.
-−
 [[File:Select Audit Items.png|/New Inspections version/Select Audit Items.png]]
-*Chose '''Required''' if appropriate.  A user may not save an inspection unless they have answered all required questions.
+==Create an Inspection or Generate Multiple Inspections==
-*Click '''Save''' on this row
-*Repeat for as many questions as needed
-−
-==Create an Inspection or Generate multiple Inspections==
 You may now create a single Inspection in order to inspect one work item, or you may have the system generate multiple inspections based on the information that you give it.
@@ Line 105: / Line 103: @@
 [[File:Work Request Inspection Templates.png|/Inspections New Version/Work Request Inspection Templates.png]]
-*Select a Template from the dropdown
+*Select a Template from the dropdown.
 [[File:Create Inspection - Space Type.png|/Inspections New Version/Create Inspection - Space Type.png]]
-Add by Space Type allows you to Inspect a room that is not defined in your inventory.  Enter a Room Name in the Free text field and select a space type from the dropdown.  '''Note''': Only templates that have the correct Space Group in their Space Group list will show up in this list.  If the Template that you would like to use is not showing up, please check the Space Group of the space you have chosen and refer to the Section titled ''Associate Space Groups'' above.
+Add by Space Type allows you to Inspect a room that is not defined in your inventory.
 [[File:Create Inspection - Space Auto Complete.png|/Inspections New Version/Create Inspection - Space Auto Complete.png]]
@@ Line 118: / Line 120: @@
 [[File:Create Inspection -Area Auto Complete.png|/Inspections New Version/Create Inspection -Area Auto Complete.png]]
-*Add by Area works the same as space but it searches at an Area level.  Type an area name and you will be presented with a list of areas that match what you typed.
+*'''Add by Area''' works the same as space but it searches at an Area level.  Type an area name and you will be presented with a list of areas that match what you typed.
-*Select from the list of Areas.
+*Select from the list of '''Areas'''.
-*Type a Space name if appropriate.
+*Type a '''Space name''' if appropriate.
-*Select a Space type from the drop down.
+*Select a '''Space type''' from the drop down.
-*Select a Template to use.  '''Note''': Only templates that have the correct Space Group in their Space Group list will show up in this list.  If the Template that you would like to use is not showing up, please check the Space Group of the space you have chosen and refer to the Section titled ''Associate Space Groups'' above.
+*Select a '''Template''' to use.  '''Note''': Only templates that have the correct Space Group in their Space Group list will show up in this list.  If the Template that you would like to use is not showing up, please check the Space Group of the space you have chosen and refer to the Section titled ''Associate Space Groups'' above.
 [[File:Create Inspection - Other Templates.png|/Inspections New Version/Create Inspection - Other Templates.png]]
-*Add Other provides list of templates that have a Template Type of Other.
+*'''Add Other''' provides list of templates that have a Template Type of Other.
 *Select the Template
-*After choosing any of these options and selecting the appropriate template please Click '''Save'''
+*After choosing any of these options and selecting the appropriate template please Click '''Save.'''
 [[File:Save.png]]
@@ Line 136: / Line 138: @@
 ====Generate Multiple Inspections====
-*From the main menu, select Inspections
+*From the main menu, select '''Inspections'''
 [[File:Inspections.png]]
-*From the top right of the screen, click on Generate
+*From the top right of the screen, click on the '''Generate''' icon
 [[File:InspectionGenerate.png]]

@@ Line 1: / Line 1: @@
 =Overview=
-Creating an Inspection in ISISweb consists of two steps.\\
+Creating an Inspection in FacilityFit consists of two steps.\\
 '''1.  Create an appropriate template (Optional)'''\\\\
       An Inspection Template is a form that is used to create a new Inspection when needed.  The template has all of the ifnromation required to create an inspection, such as the questions that need to be answered, the type of space to be inspected and the attributes to be recorded.
@@ Line 12: / Line 12: @@
 ==Create an appropriate template==
 ====Set up the general information====
-*From the main menu, navigate to Administration [[File:Administration.png]]
+*From the main menu, navigate to Administration
-*Find the Inspection Section, and click on Templates [[File:AdminInspection.png]]
+[[File:Administration.png]]
-*Click on Add Template [[File:AddTemplate.png]]
+*Find the Inspection Section, and click on Templates
 \\
 *You will be presented with the following screen