Inspection Classes and Types

The Inspection Classes and Types page allows you to define classifications for the inspections that will be performed at a property. Once system-wide inspection classes and types are created, they can be associated with properties thereby defining the types of inspections that can be created by users at a particular property.

An inspection class is a high-level container for one or more inspection types, for example, Preventative Maintenance or Housekeeping. Many of the parameters associated with an inspection are defined at the class level, for example, the scoring type, a flag indicating if the class contains surveys, and scoring analysis information. Inspection classes can contain inspection types (the individual inspections) and inspection items (the specific items to be inspected).

You must create an inspection class before creating the inspection types. And, before creating an inspection class you must first define the Inspection Scoring Type that will be used for the inspection.

To open the Inspection Classes and Types page:

  1. Open the Administration Menu page.

  2. Under the INSPECTION ADMIN heading, click Inspection Classes and Types.

ClosedAdd an Inspection Class

Inspection classes are categories used to organize sets of similar inspection types. To add an inspection class:

  1. In the Add Inspection Class field, enter the name of the inspection class.

  2. In the Scoring Type field, select a value.

    The scoring type will define how inspections in this class will be scored, for example, Pass/Fail or Scaled 1 to 10.

  3. Click ADD.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

    At the top of the page, additional fields appear to further define the inspection class.

  5. Modify the value in any of the following fields:

    • Inspection Class – the name of the inspection class

    • Survey – Yes if the inspection class contains will be used to create surveys

    • Scoring Type – the scoring type associated with the inspection class

    • Rename – allows you to rename the inspection class

    • Status – the status of the inspection class; Inactive inspection classes are not displayed to users

    • Type – the default type of work request created when auto-generating a request based inspection failure

    • Subtype – the default subType of work request created when auto-generating a request based inspection failure

    • Benchmark – percentage (0-100) used to on the inspection dashboard to graphically show the number of inspections scoring above or below this benchmark

    • Threshold – percentage score (0-100) below which a corrective work request can automatically be generated; for example, if the threshold is set to 75, any inspection receiving a score less than 75% will have a corrective work request automatically generated

    • Grading Scale – the grading scale associated with the inspection

    • Send Notifications? – Yes to send a notification to the person who will complete any generated corrective work request

  6. Click UPDATE.

ClosedAdd an Inspection Type

Once an inspection class has been created, one or more inspection types can be created beneath it. An inspection type further defines the purpose of the inspection. For example, beneath the "Facility Inspection" class, you could define the "Electrical" and "HVAC" inspection types. To add an inspection type:

  1. In the Inspection Class field, select the inspection class you want to add the inspection type to.

    The detail fields for the inspection class appear at the top of the page and any existing inspection types in that class appear in the yellow pane.

  2. In the Add Inspection Type field, enter a name for the inspection type.

  3. Click ADD.

    The inspection type appears in the yellow pane, listed in alphabetical order.

  4. Modify the value in any of the following fields:

    • Status – Active if the inspection type is active; Inactive inspection types are not displayed to users

    • Tab Order – indicates the value's position in drop-down menus where lower numbered values are listed first

    • Inspection Type – the name of the inspection type

    • Default Initial Score – Yes to default the score to the highest possible score; when set to No, the user must select a score to complete the inspection

    • Asset Reading – displays and asset reading entry field on the inspection (commonly used for meter and energy readings)

    • Inspection Required – if a work request has this type of inspection associated with it, a Yes setting requires the inspection to be performed (started, but not completed) before the work request can be closed

    • Display Score – Yes to display the score for the inspection; No to display only the inspection condition

  5. Click UPDATE.

ClosedEdit an Inspection Class

Existing inspection classes can be edited. Editing an inspection class updates all historical data. To edit an inspection class:

  1. In the Inspection Class field, select the inspection class you want to edit.

    The detail fields for the inspection class appear at the top of the page and any existing inspection types in that class appear in the yellow pane.

  2. Modify the value in any of the following fields:

    • Inspection Class – the name of the inspection class

    • Survey – Yes if the inspection class contains will be used to create surveys

    • Scoring Type – the scoring type associated with the inspection class

    • Rename – allows you to rename the inspection class

    • Status – the status of the inspection class; Inactive inspection classes are not displayed to users

    • Type – the default type of work request created when auto-generating a request based inspection failure

    • Subtype – the default subType of work request created when auto-generating a request based inspection failure

    • Benchmark – percentage (0-100) used to on the inspection dashboard to graphically show the number of inspections scoring above or below this benchmark

    • Threshold – percentage score (0-100) below which a corrective work request can automatically be generated; for example, if the threshold is set to 75, any inspection receiving a score less than 75% will have a corrective work request automatically generated

    • Grading Scale – the grading scale associated with the inspection

    • Send Notifications? – Yes to send a notification to the person who will complete any generated corrective work request

  3. Click UPDATE.

ClosedEdit an Inspection Type

Existing inspection types can be edited. Editing an inspection type updates all historical data. To edit an inspection type:

  1. In the Inspection Class field, select the inspection class containing the inspection type you want to edit.

    The detail fields for the inspection class appear at the top of the page and any existing inspection types in that class appear in the yellow pane.

  2. Modify the value in any of the following fields:

    • Status – Active if the inspection type is active; Inactive inspection types are not displayed to users

    • Tab Order – indicates the value's position in drop-down menus where lower numbered values are listed first

    • Inspection Type – the name of the inspection type

    • Default Initial Score – Yes to default the score to the highest possible score; when set to No, the user must select a score to complete the inspection

    • Asset Reading – displays and asset reading entry field on the inspection (commonly used for meter and energy readings)

    • Inspection Required – if a work request has this type of inspection associated with it, a Yes setting requires the inspection to be performed (started, but not completed) before the work request can be closed

    • Display Score – Yes to display the score for the inspection; No to display only the inspection condition

  3. Click UPDATE.

ClosedDelete an Inspection Class

Inspection classes that have not been used can be deleted from the system. An inspection class cannot be deleted if it has any inspection types associated with it or if it any of the inspections types in the class have been used.

Inspection classes that have been used cannot be deleted, but they can be edited and made Inactive to prevent users from accessing them.

To delete an inspection class:

  1. In the Inspection Class field, select the inspection class you want to delete.

    The detail fields for the inspection class appear at the top of the page and any existing inspection types in that class appear in the yellow pane.

  2. If the inspection class had inspection types associated with it, they must first be deleted.

    For more information, see Delete an Inspection Type.

  3. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

ClosedDelete an Inspection Type

Inspection types that have not been used can be deleted from the system.

Inspection types that have been used cannot be deleted, but they can be edited and made Inactive to prevent users from accessing them.

To delete an inspection type:

  1. In the Inspection Class field, select the inspection class containing the inspection type you want to delete.

    The detail fields for the inspection class appear at the top of the page and the existing inspection types in that class appear in the yellow pane.

  2. Click DELETE button to the right of the inspection type you want to delete.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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