Create New Inspections

 

As discussed in the Inspections Overview article, this is a powerful tool that allows various teams to utilise the full suite of capabilities of your digital twin. With it, users can track the routine monitoring of critical pieces of equipment to help prevent unexpected malfunctions and costly repairs, as well as, ensuring rooms are secure, cleaning is taking place and more.

Creating Inspections

Two important pieces of information required to create inspections must be in place before inspections can be created, these are Workgroups and Zones.

Workgroups

When it comes to assigning users to complete an inspection, this is done at the workgroup level. During the creation of the inspection admins will identify which workgroup is assigned to the inspection; users who belong to the workgroup will then be able to access and complete the inspection using the mobile app. 

Adding or Editing Workgroups

Workgroups are site specific, users can verify if workgroups have already been created and if the appropriate users have been added, or create new workgroups by:

  1. Click the menu button in the top left
  2. Click Admin
  3. Click the Users tab in the top center of the menu bar
  4. Click the Workgroups sub tab
  5. From the Sites drop down, select the site the workgroup works in

If workgroups have already been created, a list of already created workgroups should appear just below, including the users assigned to the group.

Inspections-workgroups_1.png

To add or remove users from a group:

  1. Click on the Workgroup name
  2. In the window that opens, under the Users list, in the search field type the name of the user
  3. When found, click on the users name to add them to the group Admin_-_Add_Workgroup.PNG
  4. To remove a user from the group, click the X to the right of their name

To add a new Workgroup to a site:

  1. Click the Add Workgroup button near the top right
  2. In the window that opens, from the Site drop-down, select the site for the workgroup
  3. Once a site is selected a Name field will appear, give the site a name
  4. In the Users field, search for and select the users that belong to this group (as described above)
  5. Click Save to complete the creation of the workgroup

Zones

The next piece of information that will be required for the creation of inspections are Zones. These could be general areas within the building or groupings for assets that are related to our inspections. Examples could include: mechanical rooms, floors, or general groupings of equipment such as: Floor 11 air handling units.

Adding or Editing Zones

Users can verify if zones have already been created, or they can create new zones by:

  1. Click the menu button in the top left
  2. Click Command
  3. Click the Inspections tab in the menu bar at the top of the screen
  4. Click the Zones button just below 

Inspection_-_Zone_1.png

A list of already created zones will appear in the window below. 

To add a new Zone:

  1. Click the Add Zone button near the top right
  2. In the window that opens, in the Name field, enter a name for the zone
  3. Click Save to complete the creation of the zone

New Inspections

With zones and workgroups now created, users will have all the pieces of information available to complete the creation of new inspections. 

To add a new Inspection:

  1. Click on the Zone the inspection is related toZone_-_New_Inspection_1.PNG
  2. Click Add Inspection near the top right, a new window will open on the right
  3. Select the floor where the inspection will take place from the Floor drop down field 
  4. Search for and select the asset or room the inspection is required for in the Asset field
  5. The Name field will automatically populate with the asset or room name from the Asset field. Edit or overwrite the name field to concisely identify what the inspection is in regards to
  6. Identify the date and time the first inspection should occur in the Start Date & Time field
  7. If applicable enter the end date and time for the inspection in the End Date & Time field, this is optional
  8. If the inspection is recurring, enter in hours how often the inspection should occur in the Frequency field
  9. Click the Add Check button to begin adding the specific inspection points users will be looking at
  10. Add a name for the check in the Title field, make sure its clear and concise as to what is being checked
  11. Select the Type of check, the configuration required for the checks will vary depending on the type, but are described below:
    1. Numeric, allows a user to enter a numeric value Inspection_-_Numeric_check.PNG
      1. Enter the unit of what is being checked in the Value field
        1. Examples could include: PSI if someone is recording a pressure reading, voltage, litres, etc.
      2. In the Decimals field, enter a number for how many decimal points the number should be recorded to
      3. Min and Max, these are optional values, but can be used to identify an optimal threshold that the numeric value would typically fall between. Inspection results with a value outside of these thresholds can generate an insight
      4. At the bottom, check the 'Also generate an insight for this check?' if an insight should be generated for this check
    2. Total, allows a user to enter a numeric value
      1. Enter the unit of what is being checked in the Value field
        1. Examples could include: PSI if someone is recording a pressure reading, voltage, litres, etc.
      2. In the Decimals field, enter a number for how many decimal points the number should be recorded to
      3. At the bottom, check the 'Also generate an insight for this check?' if an insight should be generated for this check
    3. List, allows a user to select a value from a list
      1. In the Selections field, enter the name or value for the first list option
      2. Hit enter, then add the next list name or value
      3. Repeat step 2 until the list is complete
      4. At the bottom, check the 'Also generate an insight for this check?' if an insight should be generated for this check
    4. Date, allows a user to enter a date value
      1. At the bottom, check the 'Also generate an insight for this check?' if an insight should be generated for this check
  12. Once a check type has been added, click Save and repeat steps 9 - 12 to add additional checks as needed

Adding Dependencies

Users will notice, after adding a List checks, a new field will appear in the configuration window named Dependency; this can be used to nest one or more additional checks into the inspection.

For example, if we had a check asking if a door was locked, with yes or no as the list options, we can configure another set of checks to appear only if yes is selected. If no was selected, it would by-pass those other checks and continue with the remainder of the inspection.

To add dependent checks:

  1. Select the list check from the Dependency drop-down field
  2. In the Value field, select the list value that must be selected for the check to appear
  3. Click Save to add the check, repeat for any additional checks that should be dependent on any list check type.

Inspection_-_Dependency.PNG

Reminder: Dependencies are associated with List checks and can only be added when one or more List checks have been added to an inspection

 

Inspection Order

If there are multiple inspections for the zone, you can change the order of appearance in the main Zone panel view. 

Each inspection will be listed in this window, on the far right are up and down arrows which can be used to change the order of the list. Click the up or down arrow to adjust as needed.

 

Editing an Inspection

To edit any of the details of inspection or the checks added to an inspection:

From the Inspections > Inspections area:

  1. From the list of inspections, find the inspection, then click the 3 dots on the far right
  2. Click Inspection Settings
  3. An Inspection window will open on the right
    1. Edit the inspection details as needed
    2. Click on any of the checks to edit as needed

Inspection_-_Edit-Inspections.png

From the Inspections > Zones area:

  1. Click on the Zone
  2. From the list of inspections for the zone, find the inspection, then click the 3 dots on the far right
  3. Click Inspection Settings
  4. An Inspection window will open on the right
    1. Edit the inspection details as needed
    2. Click on any of the checks to edit as needed

Inspection_-_Edit-Zone.png

Site Notifications for Inspections

One final piece of configuration is the setup of site notifications. These will be associated with the workgroups we looked at earlier, and we can identify which workgroup should receive an email notification summarizing the inspections for the previous day. 

To configure site notifications:

  1. Click the menu button in the top left
  2. Click Admin
  3. Click the Portfolios tab in the menu bar at the top of the screen
  4. Click the appropriate portfolio card from the list (if there is more than 1)
  5. A Portfolio window will open on the right, click Manage Sites
  6. A list of buildings within the portfolio will appear, click the building you are configuring the site notifications for
  7. A building window will open on the right, scroll down to the Site Notifications section
  8. From the Inspections (Summary) drop-down field, select the workgroup that should receive the notifications
  9. Click Save to save your changes
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