Inspections and audits are a critical aspect of various sectors, including safety, waste management, environmental compliance, construction, etc. Locus Technologies has developed a powerful Inspection Management application that helps users: 

• Manage multiple Inspection Types 
• Create and maintain Inspection Questionnaires over time 
• Schedule, assign, and track Inspections 
• Trigger and track resulting Corrective Actions 
• Analyze inspection results and identify trends 

Multiple Inspection Types: 

Super Users or Admin Users can easily add new Inspection Types. Each Inspection Type can have multiple Inspection Topics to further categorize questions.  

Shown below is the 5-step process that can be applied to any Inspection Type: 

Admin Users can maintain a Question Bank by adding questions for various Inspection Types. Questions can be identified by the user-assigned Question Number as well as Inspection Type. Various Question Types are supported including: simple text, integer, single select dropdown, multi-select dropdown, checkboxes, etc. Success criteria can be added to questions as well.  

Questionnaires: 

Admin Users can create and maintain Questionnaires for Inspection Types over time. Questions relevant to the specific Inspection Type can be selected and ordered as needed. The Questionnaire can also be previewed before finalizing it and making it “Active.” 

This feature makes it incredibly easy to create and maintain Questionnaires over time, based on changing requirements and/or regulations. A history of the past Questionnaire/Inspection Form is automatically maintained in the system with a specific Active/Inactive Date and Status.  

Scheduling Inspections: 

The Inspection Management is linked up to the Task Management application with the full suite of functionality: Scheduling inspections – one time or recurring, assigning the inspection to an individual or group, notifying users of upcoming or overdue inspections as well as tracking inspections via a convenient calendar view dashboard. 

Both Admin and non-Admin users can schedule inspections. The user would need to pick the right Inspection Type and select among the active Questionnaires available for that Inspection Type while scheduling the Inspection task. 

Completing Inspections and Triggering Corrective Actions: 

Inspection tasks assigned to a user can be easily completed by first indicating the Site Visit Date, followed by going through the questions and answering them one-by-one. Once the inspection questions are all completed and submitted, the form counts and lists all the failed questions as well as conformances.  

The user can then trigger Corrective Actions by selecting one or more failed questions, adding a task name and description, assigning the Due Date as well as the Responsible Person as shown below: 

Once the Corrective Actions are triggered for all the Findings/Failed Questions, the user can complete the task by selecting a Task Outcome (similar to the Task Management application). 

Analyzing Inspection Results and Identifying Trends: 

Inspection results can be tracked at a granular level including Site/Facility, Inspection Type, Topic, and down to the specific question. Trends can be identified in-terms of specific failures/issues found and frequency. Drilling down into Corrective Actions data, further actions can be decided upon as well. 

Having moved away from fixed forms, the Locus Inspection Management application is very flexible and dynamic with no restriction on number of questions or versions of the questionnaires. The application can be easily integrated with other Locus applications such as Waste Management, Incident Management, Regulatory and Compliance Management, etc.