Inspection: Setting up Categories, Areas and Items – Ranyan

Inspection Setup is an important component to be prepared before creating any inspection template and proceeding to the inspection itself. This contains the ‘Categories’ and collection of (general and specific) ‘Areas’ and ‘Items’ that will be subjects of inspection within a project.

To get started, click Inspection Setup from the Servi-Trak main menu.

Inspection Categories

The first tab contains the list of categories used to group and identify inspections. For example, “Compliance” and “QA”.

Create Inspection Category

Click the button which will open the form.
Type out the category’s name on the text field.
Click the button to submit. The red borderlines indicate that the item you want to create already exists.

Update Inspection Category

To activate/deactivate a category so it’ll be included or excluded in the options of creating templates, just put a check or uncheck the box placed before each item.
To update the name of a category on the list, click the button aligned with it then click button once done.

Inspection Areas

Here in the next tab is the list of areas that can be subjects of an inspection. You may also update each in this section or deactivate if they will no longer be included in any inspections.

Create Inspection Area

Click the button which will open the form.
Type out the area’s name on the text field.
Click the button to submit. The red borderlines may appear which indicate that the item you want to create already exists.

Update Inspection Category

To activate/deactivate an area so it’ll be included or excluded in the options of creating templates, just put a check or uncheck the box placed before each item.
To update the name of an area on the list, click the button aligned with it then click button once done.

Linking Resources to Inspection Area

These resources help in information dissemination and are also useful in inspections as the in-charge will be able to access it right away when needed.

To link resources with the area, just select and drag an item from the Options column (left) then drop it to the Resources column (right).
Submit changes by clicking the button.

Inspection Items

Here in the next tab is the list of items that can be inspected within an area. You may also update each in this section or deactivate if they will no longer be included in any inspection.

Add Inspection Item

To create a new one, click the button which will open the form.
Type out the inspection item’s name on the text field.
Click the button to submit. Red borderlines may appear which indicate that the item you want to create already exists.

Update Inspection Item

To activate/deactivate an item so it’ll be included or excluded in the options of creating templates, just put a check or uncheck the box placed before each item.
To update the name of an item on the list, click the button aligned with it then click button once done.

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