Inspection review

What is an inspection review and what is it up for?

An inspection review is a process in which a reviewer approves the results of an inspection. Divisional/regional managers can improve the quality and accuracy of inspections by appointing a qualified employee to review them. A reviewer can change answers given by an inspector if they are false or do not match the company's standards. Inspection reviews help the company management to receive accurate information on how their stores operate.

How to add a review stage to a check

To add a review stage to an inspection, edit the corresponding checklist template. Go to the Checklist constructor > Checklist templates section of the website and select the required checklist template. Click on it and checklist settings will appear at the bottom of the screen. Go to the Properties tab and select the Need review checkbox.

mceclip0.png

Then open the Reviewers and assign users responsible for reviewing inspections. Either select an individual user or assign all users of some level or department as reviewers.

mceclip0.png

If a reviewer is deactivated at the time an inspection is sent for review, the system will select a higher-level user to be a reviewer instead. For example, if a user of the Region level was assigned as a reviewer and is inactive, a user of the Division level will become a reviewer of this check instead. In a situation when there are no users of a higher level, the system administrator becomes a reviewer.

How to make the review stage optional

To make the review stage optional, check the option shown on the screenshot below. Then the inspection initiator will determine if it is to be reviewed or not when creating a check.

mceclip4.png

mceclip5.png

See all possible scenarios for inspection reviews in the table below.

Need review Allow parameter "Need review" to be changed manually What happens
Screenshot_at_Aug_09_16-49-09.png Screenshot_at_Aug_09_16-49-09.png Checks do not require reviews.
Screenshot_at_Aug_09_16-48-54.png Screenshot_at_Aug_09_16-49-09.png Checks require reviews.
image.png image.png A check initiator can determine should a check be reviewed or not. A check review is not required by default.
Screenshot_at_Aug_09_16-49-09.png Screenshot_at_Aug_09_16-48-54.png A check initiator can determine should a check be reviewed or not. A check review is required by default.

How to review an inspection

You can read a step-by-step instruction here.