IndustrySafe’s inspection checklists include default inspection statuses. However, system administrators can configure unique inspection status values by checklist or by checklist item.

To begin configuring your inspection status values, follow the steps below.

Part I – Configuring Item Status Values

To set up inspection statuses, follow the steps below.

  1. Open the Systems Functions module by selecting the Systems Functions wrench at the top of the screen.
  2. On the horizontal menu, go to: Setup > Edit Forms.
  3. Select “Inspections” as the Recording form.
  4. Select “Inspection Checklist” as the Section.
  5. Click on the wrench icon located next to the “Status” field label.
  6. Click the blue “Dropdown” hyperlink.
  7. Add, archive, or delete values as desired.
  8. Click the “Save and Close” button.

Part II – Configuring Specific Item Status Values for a Checklist

Open the System Functions module by selecting the System Functions wrench at the top of the screen.

  1. On the horizontal menu, go to: Setup > Edit Inspection Checklists
  2. Select an Inspection Category.
  3. Select an Inspection Checklist.

    NOTE: If the Inspection Type is OSHA 1910, OSHA 1926, or VPPA you will also need to select a Subpart and Topic.

  4. Click on the dropdown labeled “Checklist Item Status Values.” This dropdown will display all active status values that are available for all inspection checklists.
  5. Select the values you want to appear for all checklist items in the selected checklist by checking the box next to the value. Values that are not checked will not be displayed in the status field of the selected checklist.

    NOTE: If no values are selected, all active values will be displayed in the status field.

  6. Select the “Save” button.

Part III – Configuring Specific Item Status Values for a Single Checklist Item

  1. Open the System Functions module by selecting the System Functions wrench at the top of the screen.
  2. On the horizontal menu select Setup > Edit Inspection Checklists.
  3. Select an Inspection Category.
  4. Select an Inspection Checklist.

    NOTE: If the Inspection Type is OSHA 1910, OSHA 1926, or VPPA you will also have to select a Subpart and Topic.

  5. Check the box labeled “Vary Status Values by Checklist Item.” A new column labeled “Status Values” will appear in the checklist table below.
  6. Click on the “Select Options” dropdown within the Status Values column for the item you wish to configure specific status values. This dropdown will display all active status values available for all inspection checklists.
  7. Select the status values you want displayed for the selected item.

    NOTE: If no values are selected, then all status values selected in the “Checklist Item Status Values” dropdown near the top of the page will be displayed for that checklist item.

  8. Select the “Save” button.

 

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