Inspection Functional Area

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Description

This functional area contains all of the necessary information and actions to inspect employee's work and gather feedback both from customers and managers. By using standardized templates, a set of questions may be defined along with other information to indicate if the quality is meeting expectations.

Inspections Landing Page

InspectionLanding.png

A. Metrics

B. List Display

C. Filtering

D. Actions

E. Quick Actions

Step-by-Step Help

Actions

Help Page Button Description
Add New Inspection Add.png Add - create a new inspection
Creating Inspections InspectionGenerate.png Generate - generate regular inspections to ensure that your whole facility is inspected

Quick Actions

Help Page Button Description
Score the Inspections InspectionScoreButton.png Score Inspection - Update the score of the inspection by answering the relevant questions
Print Inspection InspectionPrintButton.png Print - Print an inspection for paper scoring

Filtering

Finding inspections can be done in a handful of ways. First, there are 6 quick searches provided as shown. These include:

Quick Searches Work Requests - Shows all inspections that need scored against a work request

My Inspections - Shows the same as All Open but limited to corrective work requests
Space Inspections Overdue - Shows the same as All Open but limited to preventive work requests
Unscored Inspections - Show all open work requests that have been marked as Urgent priority
Failed Overdue Inspections - Shows all work requests that are assigned to the user that is currently logged in

Filters Campus - If you have multiple campuses available to you this will allow you to select a specific one. If you only have one campus available, you will not see this option
Request Date (From/To) - Specifies the request data range to view. See Date Range Filtering for more information
Building - Allows you to select a specific building to view. Note: This is only available once you have selected a campus or if you only have security rights to one campus
Employee - Selects the Employee in Charge of the work request
Work Request Type - Selects a specific type to view
Status - Selects a specific work order status to view
Link Group - Selects only work orders that have an Asset assigned from a specific Link Group

Related Videos

Creating an Inspection Template
Generating a Tour Inspection
Generating Inspections with an existing Inspection Template

Related Areas