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Unable to plan an inspection

 

The following conditions must be met for a user account to allow them to plan inspections.

  1. The Inspector role must be checked at the Info tab of account settings.
  2. A user should be linked to at least one division, region, or store.
  3. A user should have access to checklists they would use to plan inspections.
  4. A user's department should have a right to create inspections.

The Inspector role

A system administrator can set the Inspector role for a user. To do that:

  • Go to the Administration > Users tab and select the desired user account from the list.
  • Select the checkbox next to the Inspector role.
  • Click Save changes.

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Linking a user to an object

Depending on a user level, they can be linked to either a division, region, or store. A user is able to plan inspections in any object of division/region they are linked to. If a user is linked to a store, they can only plan inspections in that store. 

To set a user level:

  1. Go to the Administration > Users tab.
  2. Select the preferred user account from the list.
  3. Set an appropriate user level.
  4. Click Save changes.

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To link a user to objects, scroll the page down till the Distribution section. Then move all the desired objects from the Available to the Selected list.

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Moves the selected object from one list to another
Moves all the objects from one list to another

 

 You can use the search for your convenience. 

Use the search for convenience. Click the Save changes button when finished.

Note that an object should be active to plan an inspection in it. If it was deactivated, it is impossible to create an inspection for such an object.

Granting access to checklists

Either a user group or a user department should be assigned to a checklist so they can use it when planning inspections. 

To grant access to a checklist to a department or group:

  1. Go to the Inspections > Checklist registry tab.
  2. Select the desired checklist.
  3. Open the Assign group of recipients tab.
  4. Move the required groups and departments from the Available list to the Assigned list. 

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Allow a department to plan inspections

To allow a department to plan inspections on users from other departments, follow the instruction below.

  1. Open the Administration > Departments tab.
  2. Select the required department in the list.
  3. In the Info tab, select the desired departments.
  4. Click Save changes.