There are 15 checkpoint types that you can use to design and manage your checklist and inspection data.
You can include any number of different types on a single checklist and combine some types to enhance the inspection and data collection process.
"Data Checkpoints" are used to record information like the temperature or a drawing number. They have notes fields for collecting data, but don’t have check boxes.
- Can be selected more than once during an inspection
- When not selected, will not display on the PDF Inspection Report – allowing you to add items to your Checklist that are not always inspected each time
- Are used in the Inspection Navigation feature
- Display on the inspection screen as a gray button with white letting. The title you give them in setup is what is displayed. Using a verb in the title will help inspectors know how to use the button. Fore example, having a Dynamic Checkpoint that says, "Inspect Additional Bedroom" will make it clear what the button is for. When the Dynamic Checkpoint button is selected, the checkpoint or various checkpoints that you added in Setup will drop down for completion
- Must be created as a “new” checkpoint and cannot be changed into another checkpoint type. They can be deleted or deactivate
Dynamic Matrix checkpoints have all the features of Dynamic Checkpoints listed above and include the following below:
- A "Dynamic Matrix" is used to record data into a matrix or table of horizontal rows.
- Each time the Dynamic Matrix button is selected, it will drop-down another row making it easy to add several rows with multiple columns of data per row.
- You can jump to the next cell to enter data:
- iOS user can navigate to next cell by pressing "Return" key (currently enters line feed). For both matrix and vertical matrix.
- Android user can navigate to next cell by pressing "Enter"
- Windows user can navigate to next cell by pressing "Enter"
- Matrix scrolls to the right so current cell is always visible.
- After last column, the cursor goes to the first column of the same row.
- The Dynamic Matrix allows 12 columns per row. The maximum width of the matrix extends to the report border (uses available space) = 7.5 inches wide. The column width is 1/12th of 7.5". Anything more than 12 columns will wrap to the next row.
- The column width for matrices adjusts for the number of columns. The new format make 3-6 columns 2x wider, 2 columns 6x wider, 1 column full width.
- Does your matrix require an evaluation? The cell background color changes to red or green when any matrix item contains one of the terms. The feature is not case sensitive, but the field must contain the one of the exact words below and cannot have additional text.
- Green background when text begins with pass / accept / good satisfactory / OK
- Red background with text begins with fail/ reject / bad
Dynamic Matrix (Custom Header)
Dynamic Matrix (Custom Header) checkpoints have all the features of Dynamic Checkpoints and the Dynamic Matrix listed above and include the following:
The "Dynamic Matrix (Custom Header)" looks the same as the Dynamic Matrix, but the first row that is entered by the inspector is used for the Header row on the printed report.
Dynamic Selection checkpoints have all the features of Dynamic Checkpoints listed above and include the following below:
"Dynamic Selection" allows you to add preset items to select from a drop-down menu.
The text of your Dynamic Selection checkpoint items will display as choices. Your preset items can be any type of checkpoint. For example, you can have a Dynamic Selection checkpoint that provides a list of Deficiency types. Each item you add as a selection could be a Quality Deficiency checkpoint type and the text for each checkpoint could be the Deficiency type. The inspector would select the Deficiency type from the list and a Quality Deficiency checkpoint with the Deficiency type name would drop down for them to complete.
A "Header" is text-only, bold title. It's ideal to label a section or subdivide a long checklists. Header checkpoints display as navigation options in the Navigation filter available by selecting the "List" icon on the top right hand area while on an inspection screen.
The "Image" checkpoint has a camera icon and notes field, but no check boxes. It is meant for use when pictures are needed.
"Instructor Inspections" is an italicized line of text that can be a reminder, instructions or directions to the Inspector. This line of text will appear on the Inspection Entry Page, but will not show-up on the printed Inspection Report.
A "Quality Checkpoint" is the standard line item that provides 4 quality evaluation check boxes, a camera icon and note field.
Standard Quality check boxes include "FTQ," "QC," "OPN," or "NA." checkpoints. These are custom preferences that you can change. Go to Setup > Customization > Customization Preferences. Search for each acronym and change the first 3 columns on the row to your preferred term. Save when done.
A "Quality Deficiency" checkpoint provides all the standard checkpoints except for the FTQ box. (A noted deficiency isn't first time quality.) The Quality Deficiency checkpoint defaults to "OPN" checked, meaning there is an open issue that needs to be addressed.
A "Quality Hotspot" checkpoint is used to track and manage high priority check items. Setting a checkpoint as a Quality Hotspot checkpoint lets you run reports to track the occurrence of this specific checkpoint type. In the checklist, the checkpoint is identified as a "Hotspot" with an orange bar at the beginning of the line.
The "Safety" checkpoint applies the FTQ evaluation concept to the Safety Inspection. It includes the 4 evaluation check boxes, as well as a camera icon and notes field. Setting checkpoint items as either quality or safety lets you run printed reports that separate quality and safety items.
Including a Safety Header on your checklist let's you add a "safety" specific header when running reports that may have both quality and safety sections, but you only want to see the Safety Header along with the Safety checkpoints on the printed report.
A "Safety Hotspot" checkpoint is used to track and manage high priority check items. Setting a checkpoint as a Safety Hotspot checkpoint lets you run reports to track the occurrence of this specific checkpoint type. In the checklist, the checkpoint is identified as a "Hotspot" with an orange bar at the beginning of the line.
A "Safety Violation" checkpoint is similar to the "Quality Deficiency" checkpoint in that it defaults to the "OPN" box being preselected.
Add a scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
On a scoring checkpoint, a score is only given to the primary responsible party. We don't have a way to assign a score to a different Responsible Party on an open item.
Scoring checkpoint types include:
- Project Management
Typical ratings are as follows:
- 5 = Perfect, 100%, no problems found
- 4 = Very good, 1-2 minor corrections
- 3 = Good, 3+ minor or 1 major correction
- 2 = Poor, 6+ minor or multiple major corrections
- 1 = Very poor, excessive problems
Vertical Matrix is similar to a Dynamic Matrix except the matrix columns printe out vertically instead of horizontally.
- On vertical matrix
- Tab to next row.
- After last row the cursor goes to the first row of the same column