Creating a new inspection topic

Creating a new inspection topic

Similar Questions: How to create and deploy a new inspection topic?

·         In the tool bar on the left side of your screen select Topics and click on

·         A window will open where it’s necessary to type the topic name and choose a picture (if necessary)


Select if this inspection would concern certain personnel member, a Machine or another type of inspection (when selecting "A member of personnel" or a "Machine" - this will require users in mobile application Conformit Control to choose a machine or a personnel member from the list when doing this inspection).
  1. Select one or multiple organizational unit that this new inspection will apply to from the drop-down list

·         Fill up first section name and start adding questions of this first section by clicking on


It is always possible to delete sections and questions within them by clicking on

·         Type the text of the first question and, if necessary, clarification or instructions info into Additional Information section.


·         Choose associated level – user’s roles that will be authorized to check these questions at the spot (there can be just 1 role or several roles for the same question).  

Only users associated with roles that you choose will see this question in their mobile app Conformit Control.

·         Arrange potential answers to this question as you wish them to be displayed in mobile app of users:  if necessary you may move the with arrows near the response type or by grabbing them with your mouse cursor. You can also decide to make response Not Applicable to be not Active.


You may also rename compliance, non-compliance and not applicable responses by typing new wording in a relevant box.

Deploy the inspection form

  1. Once first modifications have been made (or organizational units selected) a message will appear on top of the page, informing that current changes cannot be deployed (because there are no sections or questions in this form yet)
  2. When first question of the first section will be created as well as Associated level selected -- the message on the top of the screen will change to the one allowing to deploy the form (make it available to users on mobile Conformit Control)

  1. Continue adding questions and sections of the inspection form. Once the form is up to your standard covering all aspects of the inspection, you will need toand confirm your decision by clicking on inn the window that opens up
      

Once the form is deployed, it’s available to users in mobile app Conformit Control and in case you’ve set up Planning to all or certain questions in the form they will see notification in the App on their device of an inspection that needs to be done.