Create Controls & Inspections
This article has not yet been fully translated.
You can access the German version of this article here: https://knowledge.buildagil.com/de/article/kontrollen-abnahmen-erstellen-gd8d3d/
The following article describes how to prepare and carry out checks and inspections and print them as a protocol.
Controls & Inspections are currently only available in the pre-release version of buildagil. Therefore, certain functionalities are not yet available. You can find out how to activate the pre-release version in the following article: Pre-Release Version
Controls and inspections are currently not available offline in the Mobile App or in the tablet mode of the Desktop App.
Directly to the following sections:
What are Controls & Inspections?
Creating Controls & Inspections
Preparing Control / Inspection protocol
Execute Control / Inspection
Generating Control / Inspection protocol
Checking and Approving the Protocol
Hiding / Showing Elements and Sections
Controls and inspections provide the opportunity to prepare and carry out a structured construction control and work inspection with various checkpoints according to the prepared sequence.
To create a new control / inspection, you can click on + New under Controls & Inspections.
Fill in the following information and then click Save:
Title
Categories
Date, time, and duration
Location
Organizer (can edit and supplement the protocol)
Additional editors (same rights as the organizer)
Participants
Excused individuals
Supplementary distribution list (external contacts who should receive the protocol)
Controls and inspections can also be loaded from a template. This is described in more detail in the following article: Inspection Templates
The protocol can be supplemented by arbitrary entries / elements via + Element.
The following fields can be used to structure and prepare the control / inspection:
Heading
Title (subordinate to headings)
Description (incl. attachments and documents)
Text field
Single selection
Multiple selection
Date
Date and time
Pictures and videos
Tasks and journal entries
Using these elements, controls and inspections can be efficiently prepared and carried out. The individual checkpoints are defined in the elements and can then be worked through and processed during the construction inspection.
An example of how the elements can be used for a construction inspection is shown below:
During execution, the gray fields can now be supplemented with information.
As in the following example, selections can be made, pictures can be uploaded, journal entries and tasks can be created, date and time can be chosen, and texts can be written.
The protocol of the Inspection can now be generated as a Word file.
To do this, click on Generate protocol in the desired Inspection.
The protocol is now opened in Word and can be printed and sent from there.
For adjustments to the protocol template, you can contact the buildagil support.
This functionality is currently not available.
It is possible to hide elements or entire sections if they are not needed in the current inspection.
When hiding, the elements are displayed in gray and compact. Hidden elements do not appear in the printed protocol.
Hide Element:
To hide individual elements, click on Hide / Show.
Hide Section:
To hide an entire section, click on Hide / Show at headings and titles and then click on Hide section.
For a heading, everything is hidden until the next heading.
For a title, everything is hidden until the next title or the next heading.
Example:
Journal entry, site visit, review
You can access the German version of this article here: https://knowledge.buildagil.com/de/article/kontrollen-abnahmen-erstellen-gd8d3d/
The following article describes how to prepare and carry out checks and inspections and print them as a protocol.
Controls & Inspections are currently only available in the pre-release version of buildagil. Therefore, certain functionalities are not yet available. You can find out how to activate the pre-release version in the following article: Pre-Release Version
Controls and inspections are currently not available offline in the Mobile App or in the tablet mode of the Desktop App.
Directly to the following sections:
What are Controls & Inspections?
Creating Controls & Inspections
Preparing Control / Inspection protocol
Execute Control / Inspection
Generating Control / Inspection protocol
Checking and Approving the Protocol
Hiding / Showing Elements and Sections
What are Controls & Inspections?
Controls and inspections provide the opportunity to prepare and carry out a structured construction control and work inspection with various checkpoints according to the prepared sequence.
Creating Controls & Inspections
To create a new control / inspection, you can click on + New under Controls & Inspections.
Fill in the following information and then click Save:
Title
Categories
Date, time, and duration
Location
Organizer (can edit and supplement the protocol)
Additional editors (same rights as the organizer)
Participants
Excused individuals
Supplementary distribution list (external contacts who should receive the protocol)
Controls and inspections can also be loaded from a template. This is described in more detail in the following article: Inspection Templates
Preparing Control / Inspection protocol
The protocol can be supplemented by arbitrary entries / elements via + Element.
The following fields can be used to structure and prepare the control / inspection:
Heading
Title (subordinate to headings)
Description (incl. attachments and documents)
Text field
Single selection
Multiple selection
Date
Date and time
Pictures and videos
Tasks and journal entries
Using these elements, controls and inspections can be efficiently prepared and carried out. The individual checkpoints are defined in the elements and can then be worked through and processed during the construction inspection.
An example of how the elements can be used for a construction inspection is shown below:
Execute Control / Inspection
During execution, the gray fields can now be supplemented with information.
As in the following example, selections can be made, pictures can be uploaded, journal entries and tasks can be created, date and time can be chosen, and texts can be written.
Generating Control / Inspection protocol
The protocol of the Inspection can now be generated as a Word file.
To do this, click on Generate protocol in the desired Inspection.
The protocol is now opened in Word and can be printed and sent from there.
For adjustments to the protocol template, you can contact the buildagil support.
Checking and Approving the Protocol
This functionality is currently not available.
Hiding / Showing Elements and Sections
It is possible to hide elements or entire sections if they are not needed in the current inspection.
When hiding, the elements are displayed in gray and compact. Hidden elements do not appear in the printed protocol.
Hide Element:
To hide individual elements, click on Hide / Show.
Hide Section:
To hide an entire section, click on Hide / Show at headings and titles and then click on Hide section.
For a heading, everything is hidden until the next heading.
For a title, everything is hidden until the next title or the next heading.
Example:
Journal entry, site visit, review
Updated on: 21/07/2023