An Inspection, or Audit, is a structured information gathering activity that is assigned to someone to be performed at a certain location and time.
In ReachOut, an Inspection can be constructed with inspection elements according to the needs of the organization. These elements are schematically represented in the following diagram:
A user with the “Admin” role creates and assigns an Inspection. The items preceded with a asterisk (*) are those needed to define the simplest Inspection in ReachOut.
Items in the green Template box can be organized in any combination and may contain one or more Forms. Forms and Templates can be constructed in advance and named for easy re-use, or created on-the-fly. Named Templates and Forms, then, are short-cuts for putting together a complex Inspection.
Each Form can contain 1 or more pages of questions. Pages can be presented or hidden during an Inspection based on the answers provided by the person conducting the Inspection. A Form will structure the questions used to gather information. Forms may be associated with a Site (e.g., a plant) and/or an Entity (e.g., a particular piece of equipment). The Field Agent can be asked to provide a cost for correcting findings uncovered during the inspection. See Customer Management topics for more details about Sites and Entities.
Here is a short description of the main Inspection header elements:
Here is a description of the Package elements: