Using the Review System
With Clarinspect you have the ability to review inspections once they are complete. This can support your QA processes and also help you guide your staff and ensure a consistent quality of work is produced.
Reviewing an inspection allows you to check the work meets your required quality criteria. This is different from Approvals which is signing off, and locking the inspection records (see ‘Using Approvals’ for more information on this).
The Review System allows you to set a percentage of all work in a Work Package that must be reviewed.
When an inspection is finished (completed and all reports generated) the system decides if that inspection should be added into the list for review.
Reviewed inspections can be edited or re-activated as part of the review, or at any time afterwards.
Once an inspection has been reviewed and passed, the report will regenerate. If you would like to have reviewer credentials entered into the report please talk to Clarinspect Support Staff to set this up.
Setting up the Review system
Any images displayed are representative only and may differ depending on the version being used.
Go to Work Package settings, and click on Edit.
Review Percentage - You can change the percentage at any time. If you choose zero this is effectively turning the system off. Set the percentage you would like to be pulled into the Review Queue.
Workpackage Reviewers - These are people who can review the inspections. You can change reviewers at any time.
Once you click on Save Work Package then the review system will start checking newly finished inspections and deciding whether to add them to the review queue or not.
The Inspection list - All Inspections
Inspections that are in the review process show a badge in the status column.
An inspection that has been tagged for review will be:
Green - Review passed
Orange when finished (available for review)
Grey when active or draft (tagged, but cannot be reviewed yet)
If you are a reviewer you can access the inspection from this list.
If you do, you will be directed to the Review Page for that inspection.
If you use the Reviews tab you can mark inspections as passed, or click on them, check the data and reports, and then mark them as Passed.
In the Reviews tab you can tick several inspections at the same time and mark them as Passed.
On the Reviews tab you can:
Assign the inspection, and activate it for rework in the field.
You can add an optional note to go into the history.
Edit (and correct) an inspection (then report it again, and pass it).
Mark the inspection as Passed.
If you are reactivating the inspection for rework in the field, you can leave notes or instructions for field staff in the “Review - Actions” box. This appears in the Review - Actions section of the inspection informing staff of what needs to be done.
When you re enter the inspection on the Hub or the App, you will find the Review Notes near the top of the inspection. The information recorded includes the date, the person who reviewed it, and the instructions noted. If there are notes from multiple reviews, they will be listed in chronological order.
HUB view:
Review states
An inspection that has been tagged for review will be:
Green - Review passed
Orange when finished (available for review)
Grey when active or draft (tagged, but cannot be reviewed yet)
Reviews always pass - or the inspection is edited to fix a problem, or sent back out to the App and a member of staff for fixing. The other way out of a review is to cancel the inspection.
Key Notes
An Inspection cannot be Archived or Approved while pending or available for review.
Archived inspections that have passed review are included in the percentage calculation.
Once an inspection has passed review, the report will regenerate. Contact Clarinspect Staff to enable reviewer credentials in reports.
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