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Create and Manage Quality Module Inspection Roles for ITP’s

Background

The process below describes how to manage inspection roles for ITP’s.

Process

1) Click Quality

2) Under heading ITP click Inspection Roles,

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3) Check the Inspection Role doesn’t exist by filtering grid on either code or title.

4) Add, edit, delete inspection roles’s using the icon buttons identified below.

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5) Fill in the inspection roles form for Code, Title, Category and Description (what the role is).

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Pre-Requisite Requirements

Security Access

Licensing – users are to be licensed for the Quality module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing

Roles – users are to be assigned a user role for accessing the Frequency Type menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles

Inspection Roles do not require any other pages pre-populated with data prior to their use.

Additional Information

Field Explanation
Field Example Input Characters Field Restrictions
Code QM Min 1 Max 50 Mandatory

Alpha, Numeric and special characters allowed.

No Duplicates Allowed.

Title Quality Manager Min 2 Max 200 Mandatory

Alpha, Numeric and special characters allowed.

No Duplicates Allowed.

Category Contractor Min 2 Max 500 Non Mandatory

Alpha, Numeric and special characters allowed.

Sample Data – Version 1
Code Title Category
AD Client’s Contract Administrator Client
QC Quality Checker Client
RP Client’s Representative Client
CR Contractor’s Representative Contractor
ER Environmental Representative Contractor
PE Project Engineer Contractor
PM Project Manager Contractor
QM Quality Manager Contractor
SE Site Engineer Contractor
SU Superintendant Contractor
SV Supervisor Contractor
WI Welding Inspector Contractor