Welcome back to Exam4Inspections 101!  This time, we will be focusing on building a basic inspection and configuring your inspections for the Exam4Inspections mobile app.  If you’ve yet to read our first installment where we discussed the front-to-back use case for creating, assigning, completing, and reviewing an inspection, it can be read here.

Intro to Assessment Templates

We will begin by reviewing assessment templates.  An assessment template can be thought of as the bucket that will contain all of your questions for your inspection and will serve as the roadmap for your inspectors as they complete them.  Each Assignment Manager will be assigned an assessment template, which will determine which questions your inspector will have access to.

Creating a new assessment template is easy.  Simply navigate to the ExAM Command Console tab, click the Go button to start the console, and then click the + New ExAM button in the upper left-hand corner.

After clicking this button, you’ll be prompted to enter a name for your assessment template.  Enter any name here, and then click Continue.

Next, you’ll be prompted to enter a name for your first Section Template.  Section templates allow you to separate groups of questions (including groups of decision trees) from one another within the same assessment template.  You can create as many section templates as you’d like, or just create all of your questions in one section. Enter a name for your first section template and a description (optional) and then click Add Section.

Relevant Question Types

The next step will be adding questions to your assessment template.  ExAM has over 20 different question types, so we will start by covering the basics you’ll need to create your inspections:

Multi-Select Picklist – This question type allows your inspector to select multiple answer options for this question.

Radio Picklist – This question type allows your inspector to select one answer option using a radio button.  This is a good option for when you want your inspector to be able to see all of their available options without needing to select a drop-down menu.  This question type is able to display options vertically (shown below) or horizontally using the horizontal radio picklist.

Drop-Down Picklist – This question type allows your inspector to select one option from a picklist that is displayed from a drop-down menu.  This question type is useful for when you have many options in the picklist and do not want them to clutter your screen.

Text – A text question type gives the inspector a single line for them to enter text.

Text Area – A text area question type is almost the same as the text question type, except that it gives the inspector more characters to type their information.

Date – The date question type allows the inspector to select a date from the calendar interface.  This is a more reliable method for date entry than a text question type because it will give you consistently formatted date values.

Button – The button question type allows the inspector to select a button.  These questions are invaluable for launching decision trees, which we will cover in another post because they can be clicked multiple times.

Signature – The signature question type allows an inspector (or another party) to draw and save their signature directly on the inspection.

Creating Question Templates

Now that we’ve covered the basics of how to create assessment templates and section templates and reviewed the basic question types, let’s put it all together to create a basic form-based inspection.  Any paper form or checklist that you may use to perform inspections can be easily created in the ExAM Command Console.

To create a new question click Add Question.  From there, you can select your Question Type from the drop-down menu.  This selection will determine what options are available to you in the Command Console.

In the field labeled Question Text, enter the primary text for your question.  There are other options, such as weighting your questions or providing help text, but we will cover those in a future post.  Once you have added the primary text for your question, click the + New Answer button.

Here, you will enter the details for your first answer option.  The Name field will be the primary text for your answer. There is no need to worry about the other fields, for now, they will be used for data validation, scoring, and decision tree purposes later on.  When you have finished entering your text for your first answer option, click Save Answer. We will repeat this step for each answer option you’d like your question to have.

Certain question types, like Text and Signature, won’t prompt you to create answer options.  Only picklist variation fields will require this.

Getting Your Inspections in the App

When you have completed creating all of the questions you would like your inspection to contain, the final step will be to configure your assessment template to load in the Exam4Inspections mobile app.

There are two primary methods of doing this from the ExAM Configuration tab: adding your assessment template to the Lens Configuration and adding your assessment template to the Additional Templates section of the Mobile Configuration screen.  We will be covering the latter in this post.

First, navigate to the ExAM Configuration tab.  Then, click on the Mobile Configuration tab within it.

Click on the Edit Configuration button, and then click within the Additional Templates box.  This will allow you to select your newly-created assessment template. Once you are done, click Save at the bottom of the screen.

Now, you will be able to create Assignment Managers with this assessment template and they will appear in your Exam4Inspections app!