Inspection template creation

Inspection template – template of inspection used for doing inspections of any types of objects. Any number of inspections can be done on the basis of one inspection template.

Inspection menu
New inspection template creation
Fill in the inspection attributes
Make a Copy of a template
Export teamplate to excel

Inspection menu

Each inspection is created on the basis of the inspection template.

New inspection template creation

To create inspection template click “Add“.

The “Add inspection template” window appears

Fill in the inspection attributes

Attribute/Setting	Description
Name	Short understandable description of insprction template
Inspection format	Regular inspection - single inspection of one object Multi-inspection - Multi-inspection is a special type of inspection for aggregating several related regular inspections into a single structure. Examples of multi-inspections: area with cars; shopping complex; factory area with many buildings. More info at MultiInspection
This template can be used only for creation nested inspections inside multi-inspection	Enabling the setting will prohibit the creation of single inspections according to the current template.
Activity	Mark means that the template is active, it can be used to create inspections, also can be added in Multi-inspection
Owner-company	Inspection template company-owner
Integration settings (only for superadmins)	Admin settings for integration
Description	Inspection template detailed description
Type of inspection template	Type of inspection object, affecting template choice screens in mobile App ( menu “What shall we inspect”).
Object naming formula	Object name is important for inspection lists. The formula may contain only text. You can also refer to the form fields in the formula like this:{group_name:field_name}. Example: Vehicle {Car:carNumber} Client {Lead:FIO}
Template naming formula	Available fields to form the name: {Template} – template name; {TemplateType} – Type of inspection template. To simplify you can always use {Template}
Zip-archive naming formula	Similar to Object naming formula
E-mail subject formula for notifications	Similar to Object naming formula
Message to client on confirm window
Checkbox text on confirm window
Available to clients	Users with "Client" role will be able to create inspections themselves using this template. But only under the condition that the template will be linked to the user through one or more access groups. This setting is useful when used simultaneously with Auto-assignable access groups. Auto-assignable access groups, together with avaliable to clients templates, make it possible to configure such a set of templates that are available to new clients after self-registration without additional contact to the company. Example: download App, inspect your car and get an exact purchase price More about access groups: Access groups
Allow the "Inspection is not possible" resolution for inspections	Allow user to move incomplete inspection to Expertise with the "Inspection is not possible" mark User need to write comment when the inspection ends with "Inspection is not possible" resolution
Allow the "Inspection is not possible" resolution for repeatable processes	Allow user to refuse of taking pictures of repeatable processes inside an inspections with the "Inspection is not possible" mark. Refers to stages with repetitions, such as: damage, premises in a building, etc. User need to write comment when the inspection ends with "Inspection is not possible" resolution Warning! Incomplete proccess will not be visible in pdf, zip, integrapi.
Use exclusive access to inspection during expertise (one expert at a time)	Allow an expert to use the exclusive inspection lock during expertise. Other experts will not be able to make changes to the inspection until expertise is completed or the lock is removed by the expert (administrator can also remove the lock). The Expert will be notified additionally about the necessity of the Lock if the inspection has started without including it.
Unlock locked inspection if inactive in N minutes	Automatic remove lock of inspection in the Expertise status if Expert has not shown activity within the specified time. Activity means that the lock will be removed N minutes after the last opening of the inspection page in the browser window.
Allow low roles to return an inspection to repeat from expertise	The setting allows to build interaction between the Client and the Company without additional participation of the Expert. By "Low Roles" are meant the following: Client Support operator Inspection organiser Agent Inspection operator
Skip the expertise (inspection check)	If this flag is set, after the inspection is completed, the Expertise status will be skipped and the next status will be set. Results of the steps will not be set. If the setting is enabled, the function to return the inspection to Repeat will be available for all users who have access to the inspection. When the "Request signature of a PDF after a successful expertise" setting is enabled, if the user in clientagreement status makes changes to the document, the inspection will be set to draft status (Inspection is not completed).
Allow one-click approval	Experts will be able to approve inspection with one common OK- button, instead of approval each foto- and video- step of inspection. Not recommended to use it for responsible inspections!
Send to approval from expertise on changes	If template consists approval sign: When checking the inspection step, “Approval” button appears. If Expert sees something in the photo that does not allow him to make a decision on the inspection, he pushes the "Approval" button. After such inspection is saved, status is changed to "On approval". Decision can be made by users with roles: "Approving Person", "Group Administrator" and "Administrator”. That is, this is a person with great authority to make decisions on some things that the expert saw in the photo (redevelopment; unreadable VIN; and whatever, according to the company's internal instructions); The fields of the form of such template can also now be marked "Send for approval". It means that the Expert can manually change the contents of the field. A number of fields (unimportant and not ticked "Send for approval") will not transfer the inspection to the "Approval" status, the Expert can simply correct an error in the data or something else. Other fields (important and ticked "Submit for approval") will cause the transfer of the inspection to the "Approval" status when changing. Example: there is one vehicle VIN in the inspection application, and another in the photo. The expert can correct it, but when changing this field, it is clearly necessary to coordinate, because the error may be on the side of your system (the wrong VIN is specified) or still on the side of the user of the mobile application (the wrong vehicle is inspected). That's why there is a role of "Approving Person” and inspection template and the fields of the template form settings so that such a process could work.
Show coordintates on cadastral map	Allows you to open the cadastral map page with inspection coordinates in one click. The function may not be available in your region
Allow hide hints for experienced user	When this setting is enabled, an experienced user will see an additional toggle switch "Show sample photos before shooting each step" on the Prepare to Shoot screen in the mobile interface. An experienced user is one who performs the pattern inspection three or more times. By turning off the toggle switch, the user will no longer see hints for inspections only by this scheme.
Request signature of a document after succesful expertise	This setting adds user pdf-file approval via SMS step to business process. Pdf-file is created after the inspection is approved by the user with role of “Expert“ or higher. Green marks the stages appear when you check the box "Go through the stage of results approval with the client": Push to App user to confirm pdf; Code entry from SMS on approval screen;
Show unsigned PDF in the app before sending to expertise	The setting allows you to view the PDF document in the mobile app BEFORE sending the inspection to Expertise.
Show unsigned PDF in the app after sending to expertise, but before expertise completed	The setting allows you to view the PDF document in the mobile app immediately after sending the inspection to Expertise.
Generate a PDF without a signature and show it in the app after successful expertise	The setting allows you to view a PDF document in the mobile app immediately after a successful Inspection Expertise.
Send PDF without signature to email after successful expertise	If this flag is set, after signing the inspection by SMS, the users specified in the following setting will receive the signed PDF to the email specified in the profile.
Who receives an unsigned PDF by email	Selecting users who will receive an unsigned PDF document in the mail.
Show a signed PDF in the app	With this setting enabled, the PDF document will be visible in the mobile app as soon as it is formed.
Send a signed PDF to email	With this setting enabled, the signed PDF document will be sent to the specified users' emails immediately after it is signed.
Who receives a signed PDF by email	Selecting users who will receive a signed PDF document in the mail.
Status dictionary	The setting allows you to choose a pre-created individual status dictionary instead of the standard one. More info about Status Dicionaries at Statuses
The ability to set the coordinate manually	The setting allows you to specify the roles of users who will be able to manually set the inspection coordinates on the Inspection Expertise page, that means, the specified roles on the Inspection Expertise page will have access to the "Set coordinates manually" button".
Expertise deadline	The setting allows you to set the automatic setting of the Expertise Deadline that is in the “Expertise” status Do not set automatically End of current day at transition to Expertise End of next day at transition to Expertise End of N-days from the transition to the Expertise 15 minutes from the transition to Expertise One hour from the transition to Expertise N minutes from the transition to Expertise When choosing options End of N-days from the transition to the Expertise or N minutes from the transition to Expertise it is necessary to specify the number of days or the number of minutes before setting the date of the Expertise Deadline, indicating from which event this date is to be counted: From the first transition to Expertise From the last transition to Expertise
Who can edit the expertise deadline of an inspection	The setting allows you to specify user roles that will be able to manually set the Expertise Deadline on the Inspection Expertise page
PDF-template	Gives opportunity to "Group Administrator" and "Administrator” to sel ect pdf-form to be created after inspection. There are two types of pdf-forms: COMMON or INDIVIDUAL (created for specific client). More info at Users rights matrix / Role model
Purpose of inspection template	Standart template Typical template (free editing is prohibited) Template-sample (can be used only to create a copy (example, or a general blank) Settings dependency information in the chart below.
The inspection template can be used to create inspections	The template can be used to create inspections.
Group admins are allowed to edit inspection template	The template can be edited by the users with "Group Administrator" role.
Group admins are allowed to copy inspection template	The template can be copied by the users with "Group Administrator" role.
Who may share an inspection	Allow certain users to share the inspection. You can restrict by user role (e.g. "Agent or higher" - so the inspection can be shared by an agent or user with a higher role), and by user relation to the inspection (e.g. "Who created the inspection, regardless of user role")
Inspections execution mode	Standart (form first, then photo and video steps) Checklist (filling out the form during taking pictures and video steps)
Start inspection immediately after creation in the mobile app	If the check mark is set, then when creating an inspection in the mobile application, the user will immediately get to fill in the first group of fields (forms) of the inspection.This behavior is convenient for inspections with a small form, whereas if there are several forms in the inspection and/or they are large, then it is recommended to remove the check mark. If the check mark is unchecked, when creating an inspection, the user will be taken to the inspection screen, wh ere he can choose the stage of shooting he needs or the desired group of fields of the form to fill in. If the Inspection mode is "Checklist" and the checkbox is checked, then when creating an inspection in the Mobile App, the user will be directed to perform an inspection By default, the check mark is not set.
Photo resoultion	The photo resolution setting is applied for steps for which the value is set to "auto". The resolution affects the quality of the image and the final file size. The actual resolution will depend on the available phone formats. You can set resolution individually for each step of the template. For example, you can set a low resolution for entire template, and a high resolution for steps with a VIN number
Video resolution	The video resolution setting is applied for steps for which the value is set to "auto". The resolution affects the video quality and the final file size. The actual resolution will depend on the available phone formats. Be very careful! Not all users will be able to shoot hi-res videos, even if the phone claims a nominal capability. Hi-res videos require an absolutely serviceable phone, a lot of free memory, and a suitable temperature. Otherwise, the user could have technical difficulties due to the fault of the phone. In addition, large files will take a long time to be sent to the server. It is recommended to use a resolution below average. It is suitable for most review tasks and anti-fraud
Phone number for support call fr om an inspection	Phone number to call the button from the inspection
Title of the support phone	The text name of the menu item and the call confirmation window
Call confirmation alert	Text on the Call Confirmation Request screen
If you don't specify a Support Phone Number in the Inspection Template, the default Company phone number will be displayed. More information about the setting on the page Companies
Inspection templates available in multi-inspection	In this section, you need to choose which templates will be available to create inside multi-inspection.
Access rights for create and expertise of inspections
Inspection creation mode	When creating, the user's role and access groups are taken into account - To create an inspection, a user must be a member of one of the listed access groups AND have a suitable role. Scope is set to the inspection after creation. It determines to which experts the inspection is visible and available for expertise. Scope can only be chosen from the access groups marked below. If an inspection is created in a mobile application, then it is automatically assigned scope by the intersection of the access groups of the user who created the inspection and the access groups of the template (groups marked in the list below). By automatic scope, notifications will be sent out. When creating inspections through other interfaces, scope is selected by the creator user directly. When creating, only the role of the user is important, binding to the group is not required - To create an inspection, it is enough for the user to have a suitable role. Binding a user to an access group is not required to create a new inspection. Scope is set to the inspection after creation. It determines to which experts the inspection is visible and available for expertise. Scope can only be chosen from the access groups marked below. If the user who created the inspection and the template has an intersection by access groups (although this is not necessary), these groups will be automatically assigned to the new inspection. If there are no common groups, the inspection will get scope across all the access groups marked below. This is true for all interfaces that the user has access to. Be careful, notifications are sent according to the automatically assigned scope.
Required to create inspections role	You can select any roles that will be available to create inspections: Client Inspection organiser Agent Inspection operator Expert Approving person Group administrator Administrator
Access groups for inspection creation	Setting a check mark next to the corresponding access group means that this template will be available to users who are members of this access group. The template can be accessed by multiple access groups. By default, the check mark is not set.
Access rights to perform inspections	To perform an inspection, you can configure the rights by Role of the user who can perform the inspection, and you can set "Who can manage inspection performers" directly in the inspection.

Settings dependency on “Purpose of inspection template”

	Standart template	Typical template	Template-sample	Description
The template can be used to create inspections			No selection avaliable	This setting allows to use template for creating inspections
Group admins are allowed to edit inspection template		No selection avaliable	No selection avaliable	This setting allows the users with "Group Administrator" role to edit template More details:Users rights matrix / Role model
Group admins are allowed to copy inspection template				This setting allows the users with "Group Administrator" role to copy template For example, the template is copied to further create another template based on original

After creating the inspection template, we proceed to filling the inspection template with information.

The process of filling the inspection template with information described on the page Filling of the inspection template

Make a Copy of a template

The created inspection template can be copied.

To create a copy of template push “Make a copy" button

New created template will have COPY ahead in name

Export template to excel

The created template can be uploaded to excel.

The inspection template is uploaded to an Excel-file after pushing “Export to Excel“ button.

It is convenient to send the template uploaded to Excel by e-mail for passing various approvals within the organization. For example, approvals to the inspection scenario: fields, processes, steps.

Read next about Filling of the inspection template