* START HERE * Inspection module Onboarding

Similar questions: Which sequence to follow when reviewing articles during Inspection Onboarding Process? What is the order of actions to set up and start using the Inspection Module?

1. Initial CONFORMiT Setup

When implementing CONFORMiT, several configurations are necessary to customize the platform to your organization's needs and practices. Follow the link above to put a basic structure in place before implementing the module(s).

2. Creating Inspection topics (inspection forms)

Sections of the form with questions as well as the frequency and determining which users with which roles have to perform this inspection is done in the

within Inspections module.

1. Setting up inspection levels

2.   Creating and deploying a new inspection topic

3.   Restricting inspection form to certain units
4.   Planning section of the Inspection form
5.    Restricting inspection form to one person per role

6.    Editing an inspection topic and form

3. Performing inspections in mobile application Conformit Control

Users will see inspection topics that they have access to based on their organizational structure unit membership.

1.    Downloading and installing Conformit Control application
2.    How to navigate within Inspection in mobile application?
3.    How to set up and start a new inspection in mobile application Conformit Control?
4.    Adding a corrective measure in mobile app Conformit Control
5.    How to delete Inspection in progress

6.    Summary of inspection

4. Inspections results and statistics

Inspections that are performed in the mobile application appear in the list within the Web interface of the Inspections module – their details can be viewed and corrective measures added (CAPAs may be added during the inspection in mobile app too).

1.    How to navigate and customize the Inspections list?

2.    How to view the inspection path?

3.    Adjusting dashboards in Inspections module

4.    Setting up Dashboard to reflect statistics for certain time frame

5.    How to set up Dashboards to reflect inspections date for a certain organizational Unit(s)

6.    How to view Inspections statistics by certain inspector name?

7.    Exporting the list of inspections

8.    Printing an inspection report

Articles listed above present information needed for Onboarding process, although the content in the knowledge base is not limited only to these articles. There are other texts and videos that may respond to some of your questions that you might have while going through the process of self-onboarding and setting up your new Inspection solution.

Don’t hesitate to contact our support team, CONFORMiT CSM (customer success manager) or submit your ideas and questions using

button above the knowledge base content in case you have some questions about existing features or suggestions about new features that you consider might be useful.