Build an inspection planner

Add inspection items with pass/fail criteria, severity and documentation requirements.

For administratorsPortal5 min read

Before you start

• An Inspection Planner. See Create a new planner.

Inspection Planners are built around inspection items: the things being checked, such as a vehicle, a room, a machine or a batch. Each item has criteria that must be verified.

1. Set the context Add the inspection's scope, location, frequency and inspector details. You can also add optional equipment details, such as type, manufacturer, model and tag.
2. Add inspection items Select Add Inspection Item for each thing to check, with a name and description.
3. Add criteria For each item, select Add Criteria. Describe the acceptance standard, how to test or measure it, and any tolerance or threshold values.
4. Set severity Choose how serious it is if the criterion isn't met (see below).
5. Set documentation Say what evidence is needed, such as photos or a form.
6. Review Check the items and criteria in the review step before saving.

Severity levels

Severity	Meaning
Informational only	Recorded for reference. It doesn't affect the result.
Minor observation	Worth noting, with no action needed straight away.
Standard compliance check	A normal requirement.
Significant issue	Needs attention.
Major deficiency	Escalation required.
Auto-fail if not met	The inspection fails if this criterion isn't met.

Optional extras

• Standards and references: link criteria to the regulation, code or internal standard they come from. You can browse your organization's code bank.
• Issue escalation: turn this on only when the inspection also needs risk tracking. It lets you record risks and controls against an item.
• Resources: attach forms, documents, Log-Its and timeclock categories, just as you would with tasks.

Note

In the app, people must verify all of a task's inspection criteria before they can complete the task.