Inspection Performance Report
Want to see the average scores and inspection counts of multiple inspections? By running the Performance Report, you can view the overall performance by Assignment, Evaluator, Inspection Template, Location, Operator, and Question.
(Note: Only Account Administrators & Managers can run reports.)
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 Performance report.
There are 7 versions of this report that you can view by using the tabs on the bottom of the report screen.
a. Summary - overall performance summary.
b. Assignment - performance by Assignment.
c. Evaluator - performance by Evaluator.
d. Inspection Template - performance by Inspection Template
e. Location - performance by Location.
f. Operator - performance by Operator.
g. Operator - performance by Operator.
Summary tab :
a. Average Score - average score of inspections.
b. Inspection Count - the number of inspections completed.
c. Average Inspection Duration - average inspection duration for inspections in minutes.
d. Inspection Count by Score Range Graph - visual representation of the count of inspections by score.
e. Inspection Details Count - the count of total Assignments, Locations, Evaluators, and Operators within inspections.
f. Metric by Year and Month Graph - visual representation of inspection averages by month. Use the drop-down on the right-hand corner of the graph to view by either Average Score, Inspection Count, or Inspection Duration.
Inspection Template, Questions, Evaluator, Assignment, Location and Operator tabs:
a. Average Score - average score of inspections.
b. Inspection Count - the number of inspections completed.
c. Average Inspection Duration - average inspection duration for inspections in minutes.
d. Detailed Table - displays the field names, Average Score, Inspection Count, and Average Inspection Duration.
e. Metric by Year and Month Graph - visual representation of inspection averages by month. Use the drop-down on the right-hand corner of the graph to view by either Average Score, Inspection Count or Inspection Duration.
Note : The title of the report will indicate the tab you are viewing.
To drill down further into the details, click on the row you would like to view. Then click on the green button at the top of the table: Select row + click here to see details.
Note : The examples below are from the Performance by Operator
Here you will see a list of the inspections that make up the Average Score that you selected. With the Assignment, Inspection ID, Inspection Template, Evaluator, Location, Operator, Inspection Start/End Date and Time and Inspection Duration.
Once you drill down into the Detail Report, you can drill down even further into an individual. Click on the row you would like to view. Then click on the green button at the top of the table: Select row + click here to see Score details.
This will display a breakdown of the inspection score calculations (Topic, Question, Response, Weight, Exclude from calculation i.e. N/A responses, Compliance %).
You can also drilldown on the Inspection Template and Evaluator tabs by clicking the + icon beside the row of data you would like to view.
To export the report, click the "..."icon ... at the top right-hand corner of the report table and then click on Export Data.
To open the report in Full Screen click on the arrows at the top right-hand corner of the report.
To focus/expand on the report table, click the Focus Mode icon.
To sort the data by Ascending or Descending, click on the column title you want to sort by in the report.
Note: The example below is sorted by Score.
By clicking on the blue View Filters Selected button on the blue left-hand menu, you can filter on the following parameters:
a. Date Range
b. Evaluator
c. Operator
d. Assignment
e. Inspection Template
f. Location (campus, building, floor, area, room)
g. Location Model
h. Score Range
The report data will update automatically as the filters are applied.
Click on the blue "Clear Filters" button on the right corner of the filters menu to remove the applied filters or click the back arrow to collapse the filter menu.
- The Pass Threshold% is located on the blue left-hand menu.
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)
Summary
To see a summary of performance results by Assignment, Evaluator, Inspection Template, Location, Operator, and Question use the Performance Report. This report will display your average score, inspection count, and average inspection duration of different inspection parameters.