Inspections in Case and Builder

Overview

Inspections help Service Providers standardize and document condition checks across assets. You can create inspections in Builder, assign them to users, and then complete them on the web or mobile versions of the Case application.

Creating inspections in Builder first ensures each step of the inspection — including positions, zones, and possible outcomes — is consistent and easy to perform in the field.

Creating an Inspection (Builder)

You can create an inspection by adding inspection line items, locations, and outcomes to an operation in Builder.

Steps

1. Create an operation and variation for your location.
   Follow the steps in [Create a New Operation in Builder].
   When you reach the Variation Details page, click +NEW INSPECTION. 

   

2. If you’re converting an existing operation into an inspection:

   • Search for the operation.

   • Click the pencil icon under Actions.

   • On the Edit Operation page, scroll to Inspections and click NEW INSPECTION LINE ITEM.

3. On the New Inspection page:

   • Enter an Inspection Description (e.g., “Brake System”).

   • Set the Position (order in which it appears).
     Positions increase in increments of 10 (10, 20, 30…) so you can easily reorder later.

   • Optionally add a Zone name and VMRS Code.

   • Click SAVE & PROCEED.

     

4. On the Inspection Line Details page, click + add a location.

5. Enter a Location Description (e.g., “Service Brakes” or “Left-Front, Right-Front”).

   • Optionally add a VMRS Code.

   • If you’ve already created an Outcome Group, select it from the dropdown and click SAVE & PROCEED.

   • Otherwise, click SAVE & PROCEED and create individual outcomes as described below.

6. For each Outcome:

   • Enter a short description (e.g., “OK” or “Needs Repair”).

   • Review or edit the Position (order shown to users).

   • (Optional) Check Notable to allow users to add notes.

   • Check Performed only if the outcome indicates a passing result.

     

     NOTE: Do not check Performed for failed outcomes

• (Optional) To trigger additional operations, search and select the operation in the Operations field (must already exist in Builder).

• Click SAVE.

• Repeat these steps for all Outcomes within a Location, then for all Locations within the Inspection Line Item.

When all inspection line items, locations, and outcomes are configured, your inspection is ready to use.
Users at your service location can now add this inspection to an estimate and complete it in Case.

Assigning an Inspection

On the Web

1. Open the case for editing.

2. In the Operations table, select the inspection.

3. On the Edit Operation page, go to the WORKFLOW tab.

4. In the Assign To dropdown, choose the user who will perform the inspection.

5. Click ASSIGN.

   
   The assigned user will be notified.

On Mobile

1. Scan the asset’s QR code with your device to log in.

2. Open the case and ensure the inspection is added.

3. Select the inspection, then tap Assign To.

4. Choose the user who will perform the inspection.

5. Tap Assign to confirm.

   

Performing an Inspection

On the Web

1. Open your location from the Portal.

2. If you were assigned the inspection:

   • Go to Inspections in the menu bar and click Do Inspection next to it.
     Otherwise, open the case, and click Do Inspection next to the inspection in the Operations table.

3. For each Line Item, review the list of Locations.

4. For each Location, select an Outcome.

   • If the outcome generates additional operations, click ADD next to the operation to include it in the case.

5. When all required Locations have an Outcome, click COMPLETE INSPECTION.
   NOTE: Locations marked with an asterisk (*) are required. The COMPLETE INSPECTION button remains disabled until all required Outcomes are selected.
   Any Locations without an outcome will be marked as passing.

6. Repeat for each Line Item.

7. On the main Inspection screen, click Complete Inspection to finalize.

On Mobile

1. Scan the asset’s QR code to log in.

2. Open the case and ensure the inspection is added.

3. Select the inspection and tap Do Inspection.

4. Choose a Line Item and review its Locations.

5. For each Location, select an Outcome, then tap Save.
   NOTE: Required Locations (marked with *) must have an Outcome selected before saving.
   Any Locations without an outcome will be marked as passing.

6. Repeat for all Line Items.

7. Return to the main Inspection screen and tap Complete Inspection to finish.

Summary

• Builder: Create and configure inspections with defined line items, locations, and outcomes.

• Case (Web/Mobile): Assign and complete inspections directly from a case.

• Best Practice: Use consistent Outcome Groups and clear naming for each line item and zone to make inspections faster and more uniform across your service location.