Inspection Group and Checklist Template

Access Path: Service Connector -> System Settings -> Inspection Group

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1. Inspection Group Template

1. Click New
2. Select the primary object for the current inspection group: Work Order or Equipment (This determines whether the inspection targets work orders or equipment, affecting subsequent SOP or inspection group node selections.)
3. Enter basic information: Name, description, etc.
4. Applicable Scope: Define the scope for rule-based matching in application nodes.

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Purpose of the Primary Object:
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1. Add Inspection Items: Click Add Inspection Item to define the content to be inspected.
   • SN: Sorted by creation time.
   • Inspection Item Name
   • Field Type: Text, number, yes/no, single/multi-select, Images, attachment, date, or signature.
   • Mandatory Inspection
   • Inspection Method: Guidance for engineers (e.g., prompts).
   • Example Image: Visual reference for inspection locations.
   • Reference Values (numeric fields only): Set min/max thresholds (alerts trigger if exceeded).
   • Remarks: Optional notes or Images. Conditional rules can enforce mandatory remarks (e.g., if a value exceeds thresholds).

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1. Adjust Priority: Lower numbers = higher priority (used for rule-based matching).
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2. Rule Configuration: Use an inspection item to control visibility/mandatory status of subsequent items (e.g., Item 3 can enforce checks for Item 5).
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2. Process Node: Inspection Group

Configure this node for engineers to perform and submit inspections.
- Work Order Flow: By default, inspections target the current work order.
- Template Selection:
1) Specify a template.
2) Rule-based matching: Uses scope + priority to auto-select the highest-priority template. Fallback rules apply if no match is found.
- Action Buttons: Customize primary button labels; hide the “Complete” button in the task list if needed.
- Assignee: Defaults to the “Service Engineer” field in the work order.

Note: Only one inspection group is allowed per node.

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3. Field Standard Operating Procedure (SOP) - Inspection Group

3.1 Work Order SOP - Inspection Group

• Add inspection actions in work order SOPs. See Field SOP Template Guide.
• Primary Object:
  • Work Order
  • Work Order.Equipment (ensure this field is mandatory).
• Template Options:
  • Specify a template.
  • Rule-based matching (scope + priority).

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3.2 Equipment SOP - Inspection Group

• Add inspection actions in equipment SOPs. See Field SOP Template Guide.
• Primary Object: Equipment (from the Sub-object “Work Order Equipment” field). Inspections target each device linked to the work order.
• Template Options: Same as above.

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