Inspection Types

Overview

Understanding the different types of inspections and their sources is essential for effective inspection management. The system supports three main types of inspections: manual, scheduled, and workflow-triggered, each serving different operational needs.

Manual Inspections

Manual inspections are created directly by users and provide flexibility for immediate inspection needs. They allow for on-demand inspection creation based on specific requirements or situations.

Characteristics

• User-initiated: Created directly by users
• Immediate Execution: Can be started right away
• Flexible Timing: No predefined schedule
• Specific Purpose: Created for specific needs

Creation Process

• Template Selection: Choose from available inspection templates
• Configuration: Set inspection parameters and assignments
• Assignment: Assign to users, resources, or sites
• Execution: Start inspection immediately or schedule for later

Use Cases

• Emergency Inspections: Immediate response to issues
• Special Events: Inspections for specific events
• Quality Checks: Ad-hoc quality verification
• Training Purposes: Practice and training inspections

Scheduled Inspections

Scheduled inspections are automatically generated based on predefined schedules and provide regular inspection coverage. They ensure consistent, timely inspections without manual intervention.

Characteristics

• Automated Generation: Created automatically based on schedules
• Regular Intervals: Follow predefined time intervals
• Consistent Coverage: Ensure regular inspection coverage
• Predictable Timing: Known inspection schedules

Scheduling Options

• Daily: Daily inspection schedules
• Weekly: Weekly recurring inspections
• Monthly: Monthly inspection cycles
• Custom Intervals: Custom time-based schedules

Configuration Elements

• Schedule Definition: Define inspection frequency
• Time-based Triggers: Automatic inspection generation
• Resource Assignment: Assign to specific resources
• Site-specific: Location-based scheduling

Use Cases

• Routine Maintenance: Regular equipment inspections
• Safety Checks: Periodic safety inspections
• Compliance Monitoring: Regulatory compliance inspections
• Quality Assurance: Regular quality checks

Workflow-triggered Inspections

Workflow-triggered inspections are automatically generated based on workflow processes and provide integrated inspection management. They create inspections as part of larger business processes.

Characteristics

• Process Integration: Integrated with workflow processes
• Condition-based: Created based on specific conditions
• Automated Generation: Triggered automatically by workflows
• Context-aware: Created with relevant context

Trigger Types

• Approval-triggered: Generated after approvals
• Task-completion: Created after task completion
• Condition-based: Triggered by specific conditions
• Event-driven: Generated by system events

Integration Features

• Workflow Nodes: Integration with workflow nodes
• Conditional Logic: Conditional inspection generation
• Data Passing: Pass data from workflows to inspections
• Status Synchronization: Synchronize with workflow status

Use Cases

• Approval Processes: Post-approval inspections
• Change Management: Inspections after changes
• Incident Response: Inspections triggered by incidents
• Quality Gates: Quality control inspections

Inspection Creation Process

The inspection creation process involves several key steps regardless of the inspection type.

Template Selection

• Predefined Templates: Use existing inspection templates
• Template Library: Access to template collection
• Customization: Modify templates for specific needs
• Validation: Ensure template suitability

Assignment Configuration

• User Assignment: Assign to individual users or user groups
• Resource Assignment: Assign to specific resources or resource types
• Site Assignment: Assign to particular sites or multi-site
• Location-based: Assign based on geographic location

Inspection Parameters

• Document Number: Unique inspection identifier
• Inspection Date: Scheduled inspection date
• Duration: Expected completion time
• Priority: Inspection priority level
• Scoring Configuration: Point allocation system
• Completion Criteria: Requirements for completion

Inspection Sources

Understanding inspection sources helps in managing and tracking inspection origins.

Source Types

• Manual Creation: User-created inspections
• Schedule Generation: Automatically scheduled inspections
• Workflow Generation: Workflow-triggered inspections
• System Generation: System-generated inspections

Source Tracking

• Origin Tracking: Track inspection origins
• Source Identification: Identify inspection sources
• Audit Trail: Maintain audit trails
• Reporting: Source-based reporting

Best Practices for Inspection Types

Follow these best practices to optimize inspection type selection and management.

Type Selection

• Purpose Alignment: Choose type based on purpose
• Frequency Consideration: Consider inspection frequency
• Resource Availability: Consider available resources
• Process Integration: Consider process integration needs

Configuration

• Template Selection: Choose appropriate templates
• Assignment Strategy: Plan assignment strategy
• Parameter Setting: Set appropriate parameters
• Validation: Validate configuration settings

Management

• Regular Review: Regularly review inspection types
• Performance Monitoring: Monitor type performance
• Optimization: Optimize based on performance
• Documentation: Maintain type documentation

Next Steps

Now that you understand inspection types, you can:

• Create Inspections: Set up different types of inspections
• Manage Schedules: Configure scheduled inspections
• Integrate Workflows: Set up workflow-triggered inspections
• Execute Inspections: Conduct inspections using mobile interface

Understanding inspection types is crucial for effective inspection management. Choose the appropriate type based on your operational needs and ensure proper configuration for optimal results.