Setting Up Passing Rules

A passing rule identifies the different ways an inspection can be scored. You add, modify, and delete passing rules for inspections on the Passing Rule page.

Passing rule definitions provide the criteria for determining whether an inspection passes or fails. If the scoring method is not used in the inspection type definition, a passing rule is not required.

Adding Passing Rules

A passing rule may have one or more scoring ranges that you specify in the passing rule details.

  1. Select Inspection Setup > Passing Rule.

  2. On the Passing Rule page, click Add to add a new passing rule.

  3. On the Passing Rule Details page, enter a unique code for the passing rule and a description.

  4. To add scoring ranges, click Add in the Passing Rule Criteria section.

  5. Enter values in the fields on the rule details page:

    Page Element

    Description

    Description

    Enter a description for the scoring range.

    Minimum Score and Maximum Score

    Enter minimum and maximum numerical values to specify the scoring range. You cannot use decimals.

    Number of Major Violations

    Enter a value for the maximum number of major violations allowed.

    Pass

    Turn on the Pass switch if the specified scoring range combined with the number of violations results in a passing inspection. If the specified range and violations do not result in a passing inspection, leave the option disabled.

    Note: For passing inspections that are based on a passing rule with the Pass switch on, the inspection result displays the assessment name that is defined with the system status Pass. If the Pass switch is off, the inspection result displays the assessment name that is defined with the system status Fail. The system uses the assessment type that is associated with the inspection type.
  6. Click Save.

Modifying Passing Rules

  1. Select Inspection Setup > Passing Rule.

  2. On the Passing Rule page, select the row for the passing rule you want to modify.

  3. In the header fields on the Passing Rule Details page, you can only modify the passing rule description. You cannot modify the passing rule code.

  4. Click Save.

Modifying Passing Rule Details

You can change the scoring range for a passing rule on the Passing Rule Details page.

  1. Select Inspection Setup > Passing Rule.

  2. On the Passing Rule page, select the row for the passing rule you want to modify.

  3. On the Passing Rule Details page, select the scoring row in the details grid that you want to modify.

  4. You can change the following scoring details:

    1. Description of the scoring range.

    2. Minimum and maximum scores to update the scoring range. Use the arrow icons to increase or decrease the score values.

    3. Number of major violations allowed.

    You can also indicate that the specified scoring range combined with the number of violations can result in a passing inspection, by clicking the Pass slider. Turn off the option using the slider if the scoring range combined with the violations does not result in passing an inspection,

  5. Click Save.

Deleting Passing Rules

When you delete a passing rule, all associated passing rule criteria are also deleted.

  1. Select Inspection Setup > Passing Rule.

  2. On the Passing Rule page, select the row for the passing rule you want to delete.

  3. On the Passing Rule Details page, click Delete.

  4. If you want to delete multiple passing rules, you can delete them from the Passing Rule page:

    1. Click the Edit icon.

    2. Select the check boxes for the passing rule rows to delete.

    3. Click the Delete icon.

Deleting Passing Rule Criteria

  1. Select Inspection Setup > Passing Rule.

  2. On the Passing Rule page, select the row for the passing rule with the passing rule criteria you want to delete.

  3. In the Passing Rule Criteria section, select the row for the passing rule criteria you want to delete.

  4. On the Passing Rule Criteria Details page, click the Delete button.

  5. If you want to delete multiple scoring ranges, you can delete them from the Passing Rule Details page:

    1. Click the Edit icon.

    2. Select the check boxes for the passing rule criteria rows to delete.

    3. Click the Delete icon.