Create a template - Rules

What are 'Rules'?

'Rules' offer advanced functionality of Inspections. With 'rules' you can add pre-defined criteria to various inspections items/questions in a template. These criteria will have triggers which will be automatically used when the answer of the inspector matches the rule. The rules editor can be found in Step 4 of the template builder.

Only the users with 'manage inspection templates' permissions can create and modify these rules. A simple way to define rules is:

<IF 'some condition' THEN 'some action'>


You can define the conditions here, which when met, will result in a pre-defined action. e.g. 

Matching criteria

Enter the value that you want the conditionality to compare the rule to. e.g. If the value of the answer is 'Bad'; see image above.

Triggers from rules

Once you decide the conditionality and matching criteria, then you need to define the output trigger. Types of output triggers:

  1. Add labels - If a condition is met, you might want to add a label to it and add a color for quick reference. To do so, click on the label checkbox: You can use pre-defined labels or create a new one (More details about labels here).
  2. Create observations - If a condition is met which is a potential nonconformity and needs to be reported immediately, you can define it here by clicking on the case file observation button:
    Define severity and click on 'OK'. Every Time an inspector fills an inspection in which the type puncture contains 'Yes', an non-conformity observation will be created and the manager will be notified. These observations can then be used to create case files using the standard SafetyChanger platform (more details here).
  3. Set evidence - Based on an answer evidence can be required. E.g. when the state of the building is 'bad' you might want to include 
  4. Show a follow up question - With 'show item' you can make a follow up question appear based on an answer. In the image below all 4 options are shown:

Types of 'Rules'

You can configure rules to be a single line like the ones described above or choose to use AND/OR operators to combine various conditions. These act just like mathematical operators and can be used to create multiple rules.

PRO TIP: If you have a lot of similar question where you need the same rules, first add the rules and then copy the question. You'll copy the rules directly to the new question! 


Create a template - Part 1
Create a template - Part 2 
Create a template - Part 3
Create a template - Part 4  (You are here)