Inspection Details Report

Looking for the detailed results of a single inspection?

By running the Inspection Details Report you can easily see a list of inspections completed and drill down to view the details for any inspection including; score calculations, responses, follow-up details, notes, photos, etc…

(Note: Only Account Administrators & Managers can generate reports.)

  1. When signed in to the system, click on the Reports tab in the left-hand menu bar. Once the menu is open, click on the Inspection Details report.



  2. On the blue left-hand menu, you can filter on the following parameters:

    a. Date Range 

    b. Inspection ID

    c. Evaluator

    d. Operator

    e. Assignment

    f. Inspection Template

    g. Location (Campus, Building, Floor, Area, and Room)

    h.  Location Model - i.e. Patient Rooms, Waiting Areas, etc.

    i. Score Range


    The report data will update automatically as the filters are applied.


  3. The Pass Threshold% is located on the blue left-hand menu.
    1. Slide the Pass Threshold % range bar, or manually input a number to set the score you consider a “Pass”.

      Scores at or above are displayed in green, and those below are in red.

      (Note: The threshold will be set to 90% by default)


      The report will update automatically as the threshold is applied.



  4. There are 4 elements to this report:   

    a. Inspection Count – the number of inspections completed.  

    b. Follow-up Count - the number of follow-ups created.  

    c. Average Score - calculation of average inspection score for all inspections in inspection count.  

    d. Detailed Table - displays a list of inspections with Assignment, Inspection Template, Location, Location Model, Evaluator, Operator, Score, Start/Finish dates and times, Inspection Duration, Follow-up count, and Photo count.


4. To view the full details of an inspection, click on the row of the inspection you wish to select, it will be highlighted.  Then click on the green button at the top of the table: Select row + click here to see details





5. Here you will drill down to the extended details of the inspection with a list of: Topics, Questions, Responses, Operators, Evaluator, Due Date (if applicable), Notes, and Photos. Everything that was done in the inspection.

6. To enlarge photos and notes attached to a question, click on the question with the photo/notes to select that row.  Then click on the green button at the top of the table: Select row + click here to enlarge photo & notes.


7. To export the report, click the "..." icon at the top right-hand corner of the report table and then click on Export data.

You can also export copies of the completed inspections in Word format. Click here to learn how to generate a detailed inspection report in Word.


8. To open the report in Full-Screen click on the arrows at the top right-hand corner of the report.

9. To focus/expand on the report table, click the Focus Mode icon.

10. To sort the data by Ascending or Descending, click on the column title you would like to sort by in the report.

Note: The example below is sorted by Score. 

Summary

To see the results of a specific inspection, you can run the Inspection Details Report.