Creating inspections in Builder and then adding those inspections to a case brings more speed and consistency to the inspection process because it allows you to configure a different line item for each position, zone, and location that needs to be inspected, as well as configure the possible outcomes that can be selected when the inspection is done.
You can create an inspection in Builder by:
- First, create an operation.
- Then adding the inspection line items.
- Then creating the separate locations for each line item.
- And finally creating the possible outcomes or selecting an outcome group for each inspection line item location.
An operation in Builder becomes an inspection once you add an inspection line item to it.
To create an inspection:
- Create an operation and variation for your location by following the steps mentioned here: Create an Operation. When you get to the Variation Details page, click +NEW INSPECTION.
If you have an operation that you want to turn into an inspection, search for the operation, click the pencil icon under the Actions column for it and click Show on the Edit Operation page. Then scroll down to the Inspections section, and click NEW INSPECTION LINE ITEM.
- On the New Inspection page, enter a name for the Inspection Line Item in the Inspection Description field.
For example, “Brake System."
- The Position number determines the order it’s listed on the Inspection. The Position increments by 10s so that if you find an item that needs to go before another, you can set the position to another number closer to 1 and have it appear higher on your list. If you go in order of 1, 2, 3, 4, then move a different item into position 2, you would have to reorganize the rest of the list from 2 onward.
- To create Zones, enter a Zone name to create a way to segment the inspection items.
- If known, enter the VMRS Code.
- Click SAVE & PROCEED.
- On the Inspection Line Details page, click + add a location.
- In the Location Description field, enter a description of what area of the asset needs to be inspected and what they need to look for.
For example, “Left-Front, Right-Front.”
- If known, enter the VRMS Code.
- If you’ve already created an Outcome Group that can be used for this inspection line item, select it from the Outcome Group dropdown, and click SAVE & PROCEED to finish.
The Outcome Group is the list of possible outcomes the technician can select for the Location’s inspection and whether or not that outcome indicates the inspection passed.
See also: Create an Outcome Group.
If not, click SAVE & PROCEED to save the Location and then continue with the steps below.
- For the Outcome Description, enter a short description for users to select from to select this outcome.
For example, "Ok" or “Needs Repair."
- In the Position field, review the order in which this outcome will appear. The system does this for you as you create the list, but you can edit them as needed.
- The first outcome will be marked Default, and any time you complete an inspection without selecting an outcome for this location, this outcome will be selected by default if or when the Complete Inspection button is used. Only one outcome can be marked as the default per location.
- If you want the user to be able to enter a note as to why they chose this particular outcome, check the Notable checkbox.
- If by selecting this outcome, the inspection line item should receive a passing result, check the Performed checkbox.
NOTE: DO NOT check this checkbox for failed outcomes.
- If by selecting this outcome, you want to trigger additional operations, search for and select the operation from the Operations field.
NOTE: The operation must already exist for your service location in the Builder application for it to appear as an option to select in this field.
- Click SAVE.
- Repeat steps 11-16 until you’ve created every possible Outcome for that Inspection Line Item.
- Then repeat steps 6-17 until you’ve created every Location that needs to be inspected as part of the Inspection Line Item.
- Finally, repeat steps 1-18 for every other Inspection Line Item that needs to be completed as part of this Inspection.
When you’ve finished creating your inspection line items with their specific locations and possible outcomes, your inspection is complete.
Users within your service location can now add this inspection to an estimate and then complete the inspection using the Case application on their mobile device.
See also: Assign and Perform Inspections on Mobile
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