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.
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.
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.
Severity
The Severity for inspection questions is configured to qualitatively analyze the deviations and provide escalation options for inspectors.
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.
The Escalation Email setup can be found under Edit settings>Emails.
Questions
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.
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.
Inspections - Editing questions, categories, & templates
A guide to the setting up Inspection questions.
Add/Edit Question Categories
Step 1: Navigate to the Edit Inspection tab from the left menu.
Step 2: Within the Edit Inspection tab click on the Categories tab.
Step 3: If you would like to update a category, click on the pencil icon next to update the Category Name or status.
Step: 4 If you would like to add a new category, click on the Category dialog box, enter the name and click on the Create Category button.
Add/Edit Questions
Step 1: Navigate to the Edit Inspection tab from the left menu.
Step 2: Within the Edit Inspection tab click on the Questions tab
Step 3: If you would like to edit a Question, search for a question by entering it in the Question field. Then hit Apply Filters to display search results.
Step 4: You may then click on the pencil icon next to the Question you wish to edit.
Step 5: If you would like to Add a Question, click on the +New Question button and fill in the required details.
Inactivate/Archive Questions
Step 1: Navigate to the Edit Inspection tab from the left menu.
Step 2: Within the Edit Inspection tab click on the Questions tab
Step 3: To edit a Question, click on the pencil icon next to the Question.
Step 4: Then scroll to the bottom and uncheck the Active box if you would like to mark the questions Inactive. In case you would like to completely archive the question, checkmark Archive.
Overwriting Questions
The overwrite feature allows administrators to change/update a question within inspections. This, unlike the typical edit option, rewrites all questions including the history of that question. This should only be used to correct things like spelling errors or other related items.
Step 1: Navigate to the Edit Inspection tab from the left menu.
Step 2: Within the Edit Inspection tab click on the Questions tab.
Step 3: To edit a Question, click on the pencil icon next to the Question.
Step 4: Once you have made the required edits, you may either hit Save Question to apply the changes to future inspections or you may hit Overwrite so the edits are applied back-dated.
Add/Update Inspection Templates
Step 1: Navigate to the Edit Inspection tab from the left menu.
Step 2: Within the Edit Inspection tab click on the Templates tab.
Step 3: Search for the template you would like to edit. If you would like to add a new template click on Create Template.
Step 4: Within the template, you are able to add/remove questions by checking and unchecking them. In addition, you may rearrange the question order using top/bottom arrows.
