Inspection Type - Part 3: Forms

Inspection Type - Part 3: Forms

Purpose Statement

This article demonstrates how to configure the Forms section when setting up an Inspection Type. The Forms section determines which forms are used for different inspection outcomes (Pass, Fail, Corrected) and controls whether inspectors can manually select alternative forms in the field. This configuration ensures proper documentation and reporting based on inspection results.

Background Information

The Forms section is a critical component of Inspection Type setup that links inspection outcomes to appropriate documentation forms. This configuration affects how inspection reports are generated, what information is included in printed or emailed reports, and provides flexibility for field inspectors when standard forms may not be suitable for specific situations. Forms are typically configured after creating the inspection checklist but before setting up email and billing options.

Required Permissions

To configure Inspection Type forms, users need:

  • Administrator or Supervisor permissions
  • Access to the Inspections module
  • Form management permissions

Video


Step-byStep Guide

1. Click on Inspections.


Click on Inspections.



2. Click on Inspection Types.


Click on Inspection Types.



3. Navigate to the Forms Tab while creating a new Inspection Type or editing an existing Inspection Type.


Navigate to the Forms Tab while creating a new Inspection Type or editing an existing Inspection Type.



4. Select the appropriate Default Answer(s) to show on the printed/emailed report.
  1. Default selections are Fail, Pass, and Corrected.






5. Select the appropriate form to use based on checklist response.
  1. The same form can be used for all results.


Select the appropriate form to use based on checklist response.



6. Check to allow Inspectors to manually select a different form in the field when completing the inspection.

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Check to allow Inspectors to manually select a different form in the field when completing the inspection.


7. See the Inspection Type - Part 4: Email Knowledge Base Article to continue your setup.

Best Practices

  • Use consistent form selections across similar inspection types to maintain standardization
  • Consider using the same form for all outcomes unless specific documentation requirements dictate otherwise
  • Enable manual form selection for complex inspection scenarios where field flexibility is needed
  • Test form configurations with sample inspections before deploying to field personnel
  • Ensure selected forms contain all necessary fields for compliance reporting
  • Review form associations periodically to ensure they remain appropriate for current inspection processes

Troubleshooting & FAQs

Q: Can I use different forms for Pass, Fail, and Corrected outcomes? A: Yes, you can assign different forms to each inspection outcome based on your documentation requirements.

Q: What happens if I don't enable manual form selection? A: Inspectors will be restricted to using only the pre-configured forms associated with each inspection outcome.

Q: Can I change form associations after the inspection type is in use? A: Yes, but changes will only affect new inspections created after the modification.

Q: Do I need to create forms before configuring this section? A: Yes, forms should be created using the Form Builder before they can be associated with inspection types.


Related Articles

  • Inspection Type - Part 1: Creating and Editing Inspection Type
  • Inspection Type - Part 2: Creating and Editing an Inspection Checklist
  • Inspection Type - Part 4: Email
  • Inspection Type - Part 5: Billing
  • Inspection Type - Part 6: Community Connect
  • Inspections: Form Builder Basics

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