April 12, 2022
Batch Inspection Creation
Inspections now has the ability to Batch Create inspections for every item in the Pay Items tree which has a Inspection Type and form defined for it in the configuration file. During the Inspections configuration process, there is a new Batch button in the interface which enables after the Pay Items tree has been created and the Form definitions have been published.
March 9, 2022
Updated Role-based Permissions
With the new Multi-Workflow functionality, all Inspection Form definitions will share the same permissions as set in the Role Manager > Forms > Inspections area for each Role. The Set Permissions step will be disabled in the Forms Manager.
Inspections now have a NEW default Inspection Form that is provisioned with a new project. Default permissions for each role are assigned to this form at the time of provisioning and available for viewing/modifying in the Role Manager > Forms area:
Admin:
Contributor:
Project Manager:
During the Inspection Configuration process, the default permissions for all roles will be assigned to all configured forms. If existing forms exist and permissions are changed in the Role Manager, the permission changes are immediately applied when the changes are saved.
Multi-Form Workflows
SYNCHRO Inspections now has the ability to apply individual workflow assignments for multiple Inspection Types.
Where previously Inspections were grouped under a single form type, the Forms Manager now allows multiple Inspection Types (Categories) with each type able to have its own workflow.
The Standard Workflow, which was introduced in the last release, can be assigned to the different Inspection Types in the Configuration File before importing it. During the import process, the workflows will be assigned to each form type as indicated in the file:
- APPLY - Will apply the standard workflow to the Inspection Type. If the Inspection Type has an existing workflow it will be overwritten
- KEEP - If the Inspection Type has an existing workflow in the project, it will not be changed. If there is no existing workflow in the project, none will be applied.
Note: Refer to the Inspection Data Population and Import section for more details on configuration.
Once the forms have been imported, the form workflows can be managed in the Forms Manager. Note the Category column lists the different inspection types that were imported. Each type can have its own workflow.
To edit a form, set its Status to Draft and select it. The Form Editor opens where you can edit the Workflow for the form type.
Important: Note the message below that workflows are configured per category. So if you change a workflow for a form, then then the change will apply to all forms within that category.
Editing Workflows with Forms Manager
Forms Manager
An Inspections tab has been added to the Forms Manager providing access to inspection form definitions and the ability to edit their status as well as design features and workflows.
Click for More Info.
Homepage Work Summary
The Homepage Work Summary for Inspections has been improved so when a user clicks on the Open Inspection tab from either the Work Summary tab or the Project Summary tab, the inspection grid will display a filtered list of inspections which are still in an Open state.
Click on the Open Inspection to view the Inspections grid filtered to show only open inspections.
Note: If the project has had a reconfiguration of its inspections which caused any ‘Orphaned inspections’ (meaning the related item in the Items tree no longer exists) the orphaned inspections will still be included in the count if they remain in an Open state. They will not be displayed in the inspections grid however as they are only viewable under the My Work or Dashboard tabs.
Deprecated in this Release
With the new Multi-Workflow functionality defined in the Configuration File, the Add standard workflow to project button (shown below) has been removed from the Inspections Configuration page.