Inspection Template Fields

The following fields display on the General tab of an inspection template:

• Name: Enter the name for the inspection template.
• QA Model: Select either Branch or Linear for the questions/answers on the inspection:
• Branch: Displays one question at a time and the answer selected determines the next question.
• Linear: Displays all questions at once and the user responds to only the relevant questions.
• Description: Enter the description of the inspection template.
• Priority: Select the priority for this type of inspection. Priorities are defined on the General tab under Preferences.
• Submit To: Select the default employee who receives this type of inspection.
• Print Template: Select the print template to use when this inspection is printed. These print templates are configured under Preferences > Inspection. See Configure Printing for Inspections for more information.
• Duration: Select the estimated duration of the inspection, corresponding to the Duration Unit selected.
• Duration Unit: Select either Days or Hours for the duration.
• Effort: This is used to determine the work distribution and expected work activity completion. You can either enter the number of hours or days, depending on how your organization decides to use this field, needed to complete the inspection. This is for use with Allocation Manager and Workload. See Allocation Manager in the AMS Office Companion 23 Guide and Workload 3.0 Guide for more information. Note that this version of the app is only compatible with Cityworks 23 and newer and needs to be accessed from the Cityworks 23 site.

NOTE: You can use Style to customize the Effort field name in Workload. To match the Style customization, edit the XML to change the field name in Designer.

• Repeat Cycle: Select Never if inspections created from this template are not cyclical. Select Once or Every if inspections created from this template are cyclical. Once is for an inspection requiring additional work one time. Every is used for regular, scheduled work that occurs at a certain interval.
• Map Services - Printing: Select the map service to use when printing this inspection.
• Is Active: Select if this template is currently being used. Clear the check box if the template is no longer being used. The inspection history remains in the database, though, and can still be included in searches if the Include Inactive Templates and Tasks in Searches preference is selected on the General tab under Preferences. If any template is inactivated, it appears grayed out in the list of templates.
• Require Asset on Close: Select to require an asset to be attached that is of the same type as the template. For example, if an inspection is created for a water main, a water main asset must be attached.
• Allow Signature: Select to allow digital signatures to be captured on inspections in the Attachments panel in Respond.
• Update Inspection XY when Assets Attached: Select to update the X and Y coordinates when assets are attached to the inspection.

NOTE: This check box is only applicable to existing unattached inspections and does not apply to the Create Inspection page. The inspection XY updates if an asset is attached initially during creation regardless of this check box status.

• Calc. Condition Score: Select to calculate a condition score for an inspection created from the template. For example, there may be weekly inspections performed on an asset that you don't want factored into the condition score.