Repairs inspection management overview

Once a repair request has been raised, an inspection can be created to enable an inspector (or contractor) to visit the asset to review the extent of the repairs and to inform the tasks required in the resulting work order. Most commonly, an inspection is required for repairs of a complex nature, that cannot easily be diagnosed over the telephone. An inspection can be created manually as a 'follow-on' from the initial repair request; it can also be triggered automatically by the system when defined inspection rules are fulfilled. These rules can be defined in any combination of the contract, the trades involved, the repair types, the order value and cost variation, or integral within the work order tasks.

Inspections are typically grouped into three main categories:

Pre Inspections - These are conducted prior to any work being ordered.
Work In Progress (WIP) Inspections - These are interim inspections conducted whilst the work is in progress e.g. to ensure that quality standards are upheld and service level agreements are maintained, and created manually as directed by the works order detail.
Post Inspections - These are conducted once the work order has been fulfilled e.g. to ensure that the repair has been completed successfully.

Automatic inspection rules work in conjunction with Pre Inspections and Post Inspections only, and will be applied once the associated order has reached a certain status. In addition, SOR tasks contained within the order may also trigger an automatic Pre Inspection. Irrespective of origin, once an automatic inspection is created the end user is able to book an appointment for an inspector to visit the asset.

The progression of an inspection is tracked by a manually updated status indicator, with the permitted values automatically filtered based on the previous selection, and controlled by predefined progression stages as described in the table below.

Status	Description	Next Progression Status
Entered	A system-generated stage, automatically assigned when the inspection is first created.	Issued, On Hold, Awaiting Authorisation or Cancelled
Awaiting Authorisation	A system-generated stage, automatically assigned when an end user's inspection value limits are exceeded.	Issued, On Hold or Cancelled
Issued	A system-generated stage, automatically assigned when an inspection appointment has been confirmed.	On Hold, Work In Progress or Cancelled
Work In Progress	A manually assigned stage, denoting that the inspection is under way.	On Hold, Partially Complete, Complete or Cancelled
On Hold	A manually assigned stage that can be employed at any phase of the inspection.	Issued, On Hold, Awaiting Authorisation, Work In Progress, Partially Complete, Complete or Cancelled
Partially Complete	A manually assigned stage, denoting that the inspection has begun but is not yet complete.	On Hold, Complete or Cancelled
Complete	A manually assigned stage, denoting that all aspects of the inspection have been successfully completed.	On Hold or Cancelled
Cancelled	A manually assigned stage, denoting that the inspection is no longer required.	None

Separate help articles have been created for each key aspect of repairs inspection management, including:

In addition, separate help articles focus on the set-up of automatic inspection rules, specifically: