In Clarinspect you can manage all of your team's inspections in the web console, the Clarinspect Hub. This document will give you a general overview of the Work Package view of the Hub, how to create and edit Work Packages and introduce you to common symbols and what they mean. It will also cover what is inside an individual Work Package.
When you log into the hub, it will take you directly to the Work Packages page, which shows a list of all of your organisation’s work packages / projects. This guide shows you the parts of this page.
When you open the work package list view, it always defaults to showing only the ACTIVE work packages. If there is one that is in a different state, use the filters on the right to show the other statuses - such as draft or archived.
Click here to create a new Work Package
For more information: Set up a Work Package for your Project
Hover over the bold black text and it turns blue. Click on the blue text to enter the work package, where you can create new inspections, and see existing inspections. The work package name is important as this is what will appear in the app for the field staff. It is usually the Site name and address.
A work package may be in Draft, Active, On hold or Archived state, as indicated at the right hand side of the heading. E.g.
While all Work Packages are visible on the Hub, only Active work packages are visible to app users. Status can be changed by simply clicking ‘’Activate’ or ‘Archive’. To place a Work Package on hold, click on the ‘Settings’ button. This will take you directly to that work package’s settings tab, where you can ‘Place on Hold’
For more info: Life cycle of a work package
Clicking on these three dots opens a drop down menu with different action options shown depending on the current status of the work package. They are short cuts to the following actions:
You can filter and sort your work packages by using this menu. You can filter by name, user, manager, solution and status. To see options, Click on the appropriate boxes to see a drop down list of options. Once you have chosen your fields, click ‘Apply’ to filter
For more info: Using inspection Filters on the Hub
NB, the filter is defaulted to show Active work packages. To see all work packages, Clear the filters then click ‘Apply’.
Inside a work package is where you find, manage and create your actual inspections.
When you click on a work package, it will take you to the ‘All Inspections’ tab. Here you can create new inspections and see a list of all current inspections in that work package. For more information: Inspections on the Hub
Coloured icons indicate the status of the inspection. See “Know your Statuses - Hub” for more information.
The Clarinspect Review System allows you to set a percentage of all work in a Work Package that must be reviewed. As a Reviewer, you can use the Reviews tab to access inspections that have been tagged for review.
For more info: Using the Review System
If this feature is enabled, then this tab will show you the Inspections tagged for approval. This is used when the data is leaving Clarinspect to go into another database, and approval is required before it is sent.
For more info: Using Approvals
Site Plans on a Work Package combine all work in a Work package onto the relevant site plans that were used on each and every inspection. This allows you to see a plan and then every piece of work, where it was located, and how the plan was marked up.
For more info: Using the Site Plan tab on a Work Package
This is where you can view all your Technical Support Data Sheets.
For more info: Adding Technical Support Documents for Passive Fire
Click on an individual sheet, to see more details or to edit it.
These are intended to produce various reports for a collection of inspections in a Work Package.
For more info: Work Package Summary Reports
This tab holds the general details and information specific to a work package. It can be edited using the blue button on the Settings bar.
The four editable sections include:
Details - Name, Description, Inspection Types, Office/Site + Client details, and Review Percentage.
Staffing - Your field staff, Work Package Managers and Monitors..
Drawing Sets - This shows the site plans and technical support data sheet options available for this work package
Work Package Data - This is information that is common to each inspection in that work package, the project details.
This tab holds the editable lists used in the inspections, and can be changed and added to as appropriate.
This is where you can load your Logo and Cover photo for reports (if applicable). You only need to load a Logo here if you want it to be different to your standard company logo.