Running Inspections with FacilitySync
Structured walkthroughs with checklists, and turning what you find into tickets.
An inspection is a walkthrough with a checklist. FacilitySync → Inspections holds both the inspections themselves and the templates they are built from.
The four figures
Total Inspections, Passed, Failed, and Templates. Passed and failed will not add up to the total while inspections are still pending — a pending inspection has no result yet.
The two tabs
Inspections is the list of actual walkthroughs, past and scheduled. Templates is the reusable checklists they are created from.
Inspection types
| Type | When |
|---|---|
| Pre-Event | Before an event, checking the space is ready |
| Post-Event | After an event, recording damage and turnover needs |
| Routine | Regular condition checks on a cycle |
| Safety | Fire, electrical and life-safety checks |
Statuses
Pending → In Progress → Completed, with Cancelled for ones that did not happen. Cancel rather than delete — a cancelled inspection is a record that it was scheduled and skipped, which is worth having.
Creating one
- Click New Inspection
- Pick the type and the template to use
- Choose the space
- Assign an inspector
- Set the scheduled date
Building templates
A template is a named checklist. Build them around a space and a purpose rather than trying to make one template cover the building — a pre-event ballroom check and a quarterly plant room check share almost nothing.
Tip: Write checklist items as things to verify, not things to look at. "Verify all ballroom uplighters power on" is answerable; "Check lighting" is not, and two inspectors will answer it differently.
Turning findings into work
An inspection that finds a problem should produce a ticket. The inspection records that the check happened and what its result was; the ticket carries the fix through to a cost. Keeping the two separate is what lets you answer "did we inspect it?" and "did we fix it?" independently — which is the pair of questions that matters after an incident.
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