Inspection Settings - Edit Inspections

A guide to the Inspection set up.

Prior to creating an inspection template, ensure that all the required fields (Required group, severity, questions, etc.) have been configured.

Groups

Create the "Required Group" for assigning corrective actions. Groups are used to designate someone's role in the inspection. Clients often choose to have one group, Responsible Party, to keep things simple, but multiple groups may be created to designate which questions go to certain individuals. For example, within one template questions may go to three groups: EHS, Responsible Party, and Maintenance. The individual associated with this group is selected at the beginning of the inspection.

Required Group creation

Field	Description	Examples	Requirement
Name	Required Group name as applicable	Building Coordinator	Required
Short Name	Required Group short name as applicable	Building Coord	Required
Can perform a Hazard assessment	This will be explained in another module ( Radiation)	Yes/No	Optional
Requires a Hazard assessment	This will be explained in another module ( Radiation)	Yes/No	Optional
Inspectable	Can perform inspections on the Required Group	Yes/No	Required
User Tags	User Permission tags	Lab Self Inspector	Optional
Active	Active/ Inactive	Active/ Inactive	Required

Categories

Questions for each audit are organized into Categories. These categories appear in tabs on the web and android applications or dropdowns on iOS devices. They allow users to organize inspection data and parse out areas of concern when creating and viewing inspection findings.

Categories set up

Response

For radio selection questions, clients may configure Responses outside of the traditional 'Yes, No, N/A'. This can be helpful for clients whose users speak multiple languages or for those who like to capture 'Corrected Onsite' deficiencies.

Responses set up

Severity

The Severity for inspection questions is configured to qualitatively analyze the deviations and provide escalation options for inspectors.

Severity set up

Field	Description	Examples	Requirement
Label	Set up severity	N/A, Low, Medium, High, At Risk	Required
Color	Label color	White, Green, Orange, Red	Required
Display	Yes/ No	Yes/ No	Required
Score Multiplier	Impact of severity on the Inspection score	1.00, 2.00, 3.00	Optional
Status	Active/ Inactive	Active/ Inactive	Required

The Days Before a corrective action needs to be addressed can be set up here.

Escalation Schedule Setup

The Escalation Email setup can be found under Edit settings>Emails.

Escalation Emails setup

Questions

Questions set up

Field	Description	Examples	Requirement
Question	Question Text	Are Biohazard symbols posted on all stock culture containers?	Required
Response	Yes/ No	Yes	Optional
Numeric	Numeric Value	1,2,3	Optional
Text	Text type response	To be posted	Optional
Observation	Safe Response / Unsafe Response	Safe, Unsafe	Optional
Observation Counter	No: of Safe/ Unsafe observations, a threshold can be set	Safe -5, Unsafe -1	Optional
Response Options	Choose the responses to be visible for the question	Yes, No, N/A, Corrected Onsite*	Required
Action On	Generate a "corrective action" for the response defined	Response - No	Required
Closed Action On	Generate a "corrective action" and close it as it has been addressed.	Response - Corrected Onsite	Optional
Comment/ Action	Default comment assigned to a question. It is visible to the Inspector and the employee the corrective action is assigned.	See Inspector's notes for details.	Required
Comment/ Link	Reference link for the Regulatory body	OSHA link	Optional
Action Tag	The action tags can be defined here or added by an Inspector while performing an inspection. It enables filtering and searching for "Open actions" using the Tag names.	PPE, Safety gloves, Protective eyewear	Optional
Resource	Description of a Resource	Here's a link to the OSHA policy	Optional
Resource Link	The weblink to the Resource	Link to OSHA, Link to EHS website	Optional
Inspector Help	The help text appears with a question and can be viewed by clicking the "i" icon	All fire extinguisher cabinets must be easily identified with overhead signage.	Optional

*Configured above in Response

Inspection Template setup

Creating a Template

You may provide the required Template Name and hit Create Template.

Template creation

Adding a Question to a Template

Once the question is created, add it to the appropriate Inspection template.

Step:1 Check the check box next to the question created, so it is visible in the Inspection checklist.

Step:2 If applicable, select the option that should be auto-filled for the question.

Step:3 Within the category, you may rearrange the order of the question using the up & down arrows.

Inspection template setup

• Allow Only For defines the Inspectable objects that can be audited using the Inspection template, for example, Room, Group, Asset, Users, etc.

• The Report View Role defines the User Roles that can view the Inspection template.

For help with additional setup under Inspection templates, kindly contact [e-mail].