To create an automatic inspection rule

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The procedure to create an automatic inspection rule is as follows:

  1. Navigate to Quick Menu > Repairs > Configuration > Inspection Rules. The Inspection Rule Details window is displayed.
  2. Click on New Inspection Rule. The Select rules for inspection window is displayed.
  3. Enter a Description of the inspection rule into the field provided 1.
  4. Using the Company drop-down field, multi-select all companies to which this new inspection rule relates, or choose the All option, as required 2.
  5. Using the Inspection type drop-down field, select the parameter value appropriate for the rule, specifically Pre-inspection or Post-inspection.
  6. Activate the All functional units tick box provided to assign all parameter values to this inspection rule. Alternatively, to select a subset of matching functional units: (a) Click on the adjacent spy-glass icon () - The Functional unit select window is displayed, revealing a filtered list of functional units linked to the selected companies 1; (b) Activate the tick box against one or more functional units to be included within the inspection rule - click on the expansion level pointer icon () to reveal functional unit group membership records; (c) Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 2; (d) Click on Select - The chosen functional unit subset is summarised in the corresponding field.
  7. Activate the All contracts tick box provided to assign all parameter values to this inspection rule or multi-select a subset using the adjacent drop-down field, as required 2.
  8. Activate the All trades tick box provided to assign all parameter values to this inspection rule or multi-select a subset using the adjacent drop-down field (e.g. Brickwork, Joinery, Plumbing, Plastering, etc.), as required 2.
  9. Activate the All repair types tick box provided to assign all parameter values to this inspection rule or multi-select a subset using the adjacent drop-down field (e.g. Planned, Void, Insurance claim, etc.), as required 2.
  10. Activate the All asset types tick box provided to assign all parameter values to this inspection rule or multi-select a subset using the adjacent drop-down field (e.g. House, Block, Flat, Shared Facility, etc.), as required 2.
  11. Enter the Inspection threshold value and Minimum Inspection threshold value into the fields provided 3. The Up and Down arrows are available to increment or decrement the values, as required.
  12. Enter the Inspection percentage into the field provided i.e. the operating value for the target number of inspections to be conducted as a percentage of all works orders processed 4. The Up and Down arrows are available to increment or decrement the value, as required.
  13. Using the Status drop-down field, select the initial parameter value that will be assigned to the automatic inspection record.
  14. Using the Priority drop-down field, select the initial parameter value that will be assigned to the automatic inspection record.
  15. Choose an Effective from date for this new inspection rule i.e. the date on which it came into effect 5.
  16. Choose an Effective to date if the inspection rule is to be time bound; a blank field means the rule will never expire.
  17. Click on Save. The new inspection rule is displayed in the alphabetical list.


Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all inspection rules.

2 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 The returned results can be refined further by entering a component of the Functional unit name into the dynamic search field provided.

2 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer functional unit entries out of the right ('required') pane.

3 These fields capture the order value range within which an automatic inspection is raised. Where only a Minimum inspection threshold value is entered, the order must exceed this value before an automatic inspection is triggered. Conversely, where only an Inspection threshold value is entered, the order value must be lower before an automatic inspection is triggered.

4 The current percentage of inspections delivered against work orders is derived using the calculated fields Number of works orders inspected and Total number of works orders. The Inspection percentage set will be compared against this result to determine whether the threshold has been reached. Where the percentage value is zero, no automatic inspections will be generated.

5 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Inspection rule management overview

To clone an automatic inspection rule