Who is this article for?

Users responsible for managing Inspection Types.

Inspection Administrator(INSADM) permissions are required.

Inspection Types are used as templates for your individual inspections. They allow you to define the inspection checklist and associated data.

1. Accessing Inspection Types
2. Creating Inspection Types
3. Adding Questions
   • Creating Checklist Sections
   • Adding Existing Questions
   • Adding New Questions
   • Previewing Checklists
4. Amending Inspection Types

1. Accessing Inspection Types

To access Inspection Types:

1. Navigate to Inspection Manager.
2. Select Inspection Types.

You can use any combination of the available filters to refine your search query.

• Code - Display records with matching text in the code.
• Title - Display records with matching text in the title.
• Include Inactive - Display records that aren't marked as Active.
• Tags - Display records with matching text in the tags.
• Locations - Display records associated to the selected locations.
• Owner - Display records owned by the selected user.
• Completed Date From - Display Actions raised within the defined date range.
• Completed Date To - Display Actions completed within the defined date range.
• Inspection ID - Display records with matching text in the Inspection ID field.
• Inspection Title - Display records with matching text in the Inspection title.

2. Creating Inspection Types

To create a new Type:

1. Click the Add New icon from the Inspection Types List screen.
   You will be presented with a New Inspection Type screen.

2. Complete the mandatory fields: Code, Title.
3. Tick the Active checkbox.
   This decides whether the Inspection Type will be available for selection in the rest of the module.
4. Tick Auto-close if you want all inspections of this Type to close automatically when all required Actions have been closed out and all Questions have been answered.
5. Select the owner or owner group (if different from yourself).
6. Add optional Tags to help easily search and filter your records.
7. Tick Use Question Weightings to allow you to set weights against your Questions.
   These are used to identify severity and priorities.
8. Click Save to confirm the creation.

Additional tabs of details will appear towards the top of the screen.

Adding Questions is covered in the next section. You can also associate additional items with each Inspection Type to build out your documentation.

3. Adding Questions

You can build a checklist for each Inspection of this Type in the "Questions" tab.

Creating Checklist Sections

To create a section for your Questions:

1. Click the Add Section icon in the right hand side of the Questions header bar.
   This will reveal the Create Section pop-up.

2. Give your section a Heading.
3. Click Save.

Your newly created section will appear in the Question screen.

There are a few icons that appear in the header that you can use to modify your section.

Adding Existing Questions

To add a Question that already exists in your system:

1. Click the Add Existing Question icon.
   This will make a list of global Questions appear in a pop-up.

2. Use the filters provided to find the Question(s).
3. Tick the box in the row(s) of the Question(s) you would like to add.
4. Click the Link icon to add them to your checklist.

Adding New Questions

To add a new Question, click the New icon and follow the instructions for creating a new Question.

Previewing Checklists

This tab allows you to see how the checklist you create in the "Questions" tab will be displayed.

You can interact with the Inspection from here to ensure that it is presented well to your Inspectors.

4. Amending Inspection Types

To amend an existing Inspection Type:

1. Select the required Inspection Type from the list.
   This will reveal the Inspection Type details screen.
2. Amend details as required.
   You will be prompted to confirm Actions such as deleting an item or data.

Changes are saved automatically to prevent the loss of data. Any changes will affect any future Inspections of the chosen Type.