Who is this article for?

Users who are going to use the module day-to-day.

Inspection User (INSUSR) or higher permissions are required.

Inspection Manager is a tool used to be able to schedule, manage and carry out Inspections across all locations within your company.

This article gives you an overview of how each area of the module works and provides links to the available guides.

1. Users and Groups
   • Users
   • Groups
2. Metadata Types
3. Locations and Location Types
4. Actions and Action Types
5. Inspections and Inspection Types
6. Administration

We recommend consulting the below diagram as you work your way through configuring each area, to ensure all information is logged correctly when you use the module.

1. Users and Groups

Users

Create User details, including Group memberships. Using the same convention for login names already applied to your network login will save confusion. Default passwords need to be set and must be changed by individual users as soon as they access the system.

It is advisable to use different default passwords for different classes of user (e.g. Users with document management rights should have different default passwords from view-only users).

Groups

Groups of users, who have a requirement to have restricted record viewing rights or receive a notifications during particular events, need to be created.

Each member of the Notification Group can be forced to acknowledge receipt of the Notification.

• Overview of Inspection Manager Permissions

2. Metadata Types

Metadata Type is the name given to a user defined Data field which can be added to the record. These additional fields can be designated as mandatory or not.

This is achieved by associating the Metadata Type(s) to Location Types. These additional fields are then drawn into new or existing Location records.

• Creating and Managing Location Metadata Types
• Associating Items with Inspections and Inspection Types

3. Locations and Location Types

Inspections are assigned to the location in which they are carried out. So, before you begin creating Inspection records you should define the locations and the location types (Location Types are a way of categorising locations and the data captured)

• Creating and Managing Location Types
• Creating and Managing Locations

4. Actions and Action Types

Inspection Manager allows you to create and use workflows that ease the Inspection handling process. They ensure the relevant personnel is notified when an action is required from them and allows for easy and useful reporting on current progress.

• Creating and Managing Action Types
• Viewing Active Actions for all Inspections

5. Inspections and Inspection Types

Once all other elements have been created, you can define your Inspection Types and begin scheduling and carrying them out!

• Creating and Managing Inspection Types
• Creating and Managing Questions for Use in Inspections
• Raising Inspections
• Closing Out an Inspection
• Carrying Out an Inspection

6. Administration

• Emails and Notifications for Inspection Manager