Inspection Workflow
- A manager creates a new inspection on the web interface (or on mobile) and set its date
- He assigns the inspection to one or more staff
- Staff receives the inspection on his mobile on his home screen and as a push / email notification
- When the inspection date is due, the staff starts the inspection and fills in required asset forms
- When the on-site inspection is complete, he submits the inspection
- A manager receives notification of the submission of the inspection
- He reviews the inspection forms and either approves or rejects the inspection
- If the inspection is approved, it can be sent by email or downloaded as a PDF or Excel file
Notes:
- If the inspection is rejected, it reverses to Draft status, a notification is sent to the staff who can change it and resubmit
- If the inspection has a recurring period, a new inspection is scheduled for the next date
Inspection Status
- Scheduled: the inspection has been scheduled for a given date, assigned or not to one or more staff and is upcoming or overdue
- Draft: inspection has been started and is currently in progress
- Submitted: inspection has been completed and requires approval or rejection
- Approved: the inspection has been approved and can be sent to the customer
Special Status for Scheduled Inspections
A Scheduled inspection can have a special additional status:
- Unassigned: no staff has been assigned to the inspection yet.
- Overdue: the inspection due date is in the past
