1. Using Workforce Health and Safety Incidents
  2. Manage Inspection Items

Manage Inspection Items

To set up an inspection, you should first create any questionnaires you want to add to the inspection item, then create the inspection items and then create the inspection.

Add Inspection Items

You can add items for inspection such as a piece of plant, equipment, vehicle or any asset. An item can be created for a facility or building or for a system, process, or activity. You can add an inspection item by navigating through Home > My Client Groups > Health and Safety > Inspection Item Maintenance.

Follow these steps to add an inspection items:

  1. Click + on the Inspection Items page.
  2. In the Add item pane, enter the item name, description, and other item details.
  3. You may want the user to report the inspection findings by answering a predetermined set of questions. In the Questionnaire drop-down field, you can select the relevant questionnaire. The field lists all the predefined questionnaires.

You can create a basic questionnaire from within the Inspection Items page. To create and manage detailed questionnaires, refer to the topic How You Create a Questionnaire in the Setup Workforce Health and Safety Incidents chapter in the Using Workforce Health and Safety guide.

Follow these steps to create a basic questionnaire from the Inspection Items page:

  1. Select Create Questionnaire under More Actions.
  2. Enter the questionnaire name.
  3. In the Questions section, click Add.
  4. Enter the question text.
  5. Select the question type and enter the responses based on the question type. You can also add a follow-up question when adding the responses.
  6. Click Create. Once the questionnaire is created, it becomes available for selection when adding or updating an inspection item.

Import and Export Inspection Items

You may want to import inspection items from another source. Similarly, you may want to export inspection items to a spreadsheet format, which can be used for importing elsewhere.

Follow these steps to import and export inspection items:

  1. If you're importing for the first time, you need to download the excel template to enter the import data. To do so, click the export button on the Inpection Items page without selecting any items. Open the downloaded excel template and enter the data you want to import. For subsequent imports, you can use this same downloaded excel template.
  2. Enter a value for Name in the excel file. Note that only the Name field is mandatory, you may leave all other fields blank.
  3. Follow these steps to get the questionnaire name and code if you want to import a questionnaire:

    1. In the Setup and Maintenance work area, go to:

      • Offering: Workforce Development

      • Task: Questionnaires

    2. In the Questionnaires page, search for Workforce Health and Safety Inspections subscriber.

    3. Select the Safety Incidents folder. You can then get the questionnaire code and name of the questionnaire that you want to import.

  4. After entering all the data in the excel file, click the Import button.
  5. Select the Excel file containing the inspection item data and click Import.
  6. Click the History tab to see if the file is imported. The History tab displays the list of imported files.
  7. To export, select the items you want to export.
  8. Click the Export icon in the top right of the page. The downloaded excel file will contain all the items that you selected for export.