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Setting up Inspection Report Types

When an inspection report is created, it is assigned a report type that specifies essential properties, for example, the site where it is used and whether the report requires approval. The type includes rules for assigning report statuses in response to events. For example, when the report is sent for approval, its status could change to “Pending approval”.
You can set the default report type for the site. Whenever an inspection report is created, this type is assigned automatically.
This topic explains how to create inspection report types and assign the default type for the site.

To Set up Inspection Report Types

1.
From the Site window, select the Inspection Management view, the Settings tab, and then the Inspection Reports tab. Select the Inspection Report Settings node in the tree.
Tip: You can also click the Administration menu, Inspection Management Settings, and then Inspection Report Settings. The Inspection Report Settings window appears.
2.
Select the Report Types tab. This tab lists report types for the site.
Tip: You can mark a report type as “inactive” to prevent it from being assigned to inspection reports. To deactivate or reactivate a value, select the type in the list and click Mark as Inactive or Mark as Active. The Mark as Inactive/Active dialog appears, where you can enter a comment and click OK. Click OK in the confirmation message that appears.
3.
For each report type that you wish to create, click New. The Inspection Report Type Properties dialog appears.
4.
Provide a name for the report type.
5.
To select a new icon, click Change Icon, select a graphic, and click OK.
6.
In the Details areas, select the appropriate options:
Setting Name
Description
Reports of this type require approval
When this option is selected, reports of this type can be sent for approval.
Note: Site approval settings must specify that inspection reports are sent for approval, and the report’s status must allow it to be sent for approval.
Reports of this type typically represent regulatory inspections
When this option is selected, reports of this type have a corresponding option selected by default. Readings related to the report meet regulatory inspection requirements is a planning option that allows the inspector to update indicator readings as regulatory.
7.
In the Checksheet properties areas, select the appropriate options:
Setting Name
Description
Checksheet narratives
When this option is selected, the checksheet’s analysis, summary, and recommendations are copied to the inspection report. This occurs when a report is created from a checksheet and when a checksheet is linked to an inspection report.
Checksheet photos
When this option is selected, the checksheet’s photographs are copied to the inspection report. This occurs when a report is created from a checksheet and when a checksheet is linked to an inspection report.
8.
Select the Events tab.
9.
For each of the events, you can select a status to apply to the inspection report.
10.
Select the Description tab to provide more information.
11.
Click OK. The dialog closes and the report type is added to the table.
12.
Click Edit to modify the site settings. The Edit button is replaced by the Save button.
13.
At the bottom of the Report Types tab, select the default report type from the list. This type will be the default selection for new reports.
14.
Click Save.