Inspection sample apps

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In this tutorial, learn nigh the Inspection (User) and Manage inspections (Manager) apps, and how to apply them effectively.

Overview

The Inspection solution for Microsoft Teams is a general inspection app that can be used to inspect anything from a location—such as a retail store or manufacturing establish—to assets and equipment, such every bit vehicles and machines. There are 2 apps in this solution, each intended for dissimilar kinds of users.

  • Manage inspections app is used past a manager to perform the following actions:

    • View and close inspections.
    • Create and edit inspection forms.
    • View insights about inspection history.
    • Manage settings for Inspection app, such as Planner and Teams channel for messages.

  • Inspection app is used by employees to perform the following deportment:

    • Inspect something, such as an nugget or an expanse inside a building or other location, in the course of completing their job. The app provides inspection checklists so that multiple locations can exist inspected. For example, a store employee can use this app to inspect a section of a retail store to verify that the store is ready to open for the twenty-four hours.
    • Log an issue when an upshot is found during the inspection and assign it to the right person and then that it can be resolved chop-chop.

Watch this video for a demonstration of this app.

Prerequisites

Before using this app:

  1. Find the app in Teams store.
  2. Install the app.
  3. Set up upwardly the app for the first use.

For details nigh the higher up steps, go to Apply sample apps from the Teams store.

Label setup

The labels describing the items existence inspected and their associated types tin can be modified in the Manage inspections app.

To modify labels used in the app:

  1. Sign in to Teams.

  2. Select the team.

  3. Select the Manage inspections tab in Teams.

  4. Select App settings to customize experience. from the upper-right corner.

  5. Select Customize feel on the left pane.

  6. Enter labels in the Main section field for the primary category of items to exist inspected such as assets, areas, or locations.

  7. Enter labels in the Secondary section field for the secondary category of items such equally type of assets, areas, or locations.

  8. Select Salve to save the changes to label setup.

    Customize experience.

Manage inspections app

The Manage inspections app gives a director the following capabilities:

  • Configure the app
  • Edit the app configuration
  • Add location types
  • Add locations
  • Review submitted inspections
  • Review inspection insights

Note

For the case in this tutorial, the items being inspected are referred to as Location and Location types. This is based around a retail scenario where retail employees inspect sections of a store before opening or endmost for the day. These views tin can differ based on how you lot've configured your application. For example, when inspecting a fleet of vehicles, the labels might be Vehicle and Vehicle Category.

Configure the app

To configure the app:

  1. Sign in to Teams.

  2. Select the team.

  3. Select the Manage inspections tab in Teams.

  4. Configure or skip Planner integration:

    • If your Teams channel has a Planner tab, select I've a planner tab.

    • To go on app configuration without Planner integration, select I'll fix upward afterward.

      Of import

      Without Planner integration, the app will notwithstanding work, simply the tasks will not exist created during the inspections.

    • To fix up the Planner tab commencement, go dorsum to the Teams aqueduct, set the Planner tab, and reopen the Manage inspections tab.

      Tip

      Give your Planner a distinct proper name, such as "Inspection tasks". When you select the Planner instance later to configure the Manage inspections app, you'll be able to identify the right Planner based on this name. The list of Planner instances within the app every bit options shows Planner names, and non the name on the Teams tab for the Planner.

    Planner integration.

  5. If yous want, alter the channel where the messages volition be posted.

  6. If available, select the Tasks (Planner) example to integrate the app with Planner.

    Notation

    • If you lot selected I'll prepare up afterward for Planner integration, you won't be able to select the Tasks (Planner) instance.

    Select Team, Channel and Planner.

  7. Select Continue.

  8. Select Let's go.

    Integrate with channel and planner.

Edit the app configuration

To edit the app configuration:

  1. Go to the Manage inspections tab in Teams.

  2. Select Teams settings for managing inspections. from the upper-right corner.

  3. Select General from the settings carte.

  4. Change the required settings.

  5. Select Save.

    Edit app configuration.

Add location types

The location types define the classes of dissimilar areas that can be added to the app for inspection.

To add the area types:

  1. Select the Manage inspections tab in Teams.

  2. Select the Locations tab in the app.

  3. Select Teams settings for locations. from the upper-right corner.

  4. Select Location type on the left pane in the app.

  5. Add, update, or delete location types as required. Examples: Interior, Food, Shopping.
    For each location, you tin enter Championship, Card characterization, and the update icon.

  6. Select Save.

    Add location type.

Add together locations

Locations are the areas that need to be inspected.

To add locations:

  1. Select the Manage inspections tab in Teams.

  2. Select Add together location on the left pane in the app.

  3. Enter the expanse details, such as Title.

  4. Select the Location type from the driblet-down menu.

  5. Select Save.

    Add location.

Add inspection forms

Inspection forms are tied to location types. Yous can ascertain more than than one inspection course for each location blazon. Each inspection grade tin be tied to more than i location types.

To add inspection forms:

  1. Select the Manage inspections tab in Teams.

  2. Select the Inspection forms tab.

  3. Select Add together a class to create a new inspection form.

    • Enter a Title.

    • Select Associated location types.

    • Add checklist steps past using Add step.

      Copy, delete, or move checklist steps upwardly and down as required. Y'all can enter i or more than checklist steps for the inspection grade. Each checklist step can take a Title, Detailed Instructions, and an Image. Each checklist item can as well have upward to three activity buttons associated, reflecting "Ok", "Issue" and "Not Applicable" outcomes. The labels of the buttons tin can be customized.

  4. Select Save.

    Add inspection form.

Review inspections app

The Review inspections app gives a manager the following capabilities:

  • Review submitted inspections
  • Review inspection insights

Review submitted inspections

To review submitted inspection:

  1. Select the Review inspections tab in Teams.

  2. Select the Locations tab.

  3. Select a location on the left pane.

  4. In the Inspections section, select a submitted inspection.

    Select submitted inspection.

  5. Review the submitted inspection details as required.

    Review submitted inspection.

Review inspection insights

Inspection insights provide managers with a dashboard of insights about inspection history.

To view the inspection insights:

  1. Select the Review inspections tab in Teams.

  2. Select Inspection insights tab within the app.

    Inspection insights.

The following table explains dashboard areas in detail.

Dashboard area Details
Inspections Shows inspection KPIs for pending, airtight inspections, and average inspection time.
Note: If you don't come across any results in the Closed KPI, you lot may accept completed inspections that oasis't been closed. Go dorsum to the Locations tab and close inspections.
Open inspections A pie chart that shows inspections that accept not been closed, grouped by category. Engagement range filters: 7/30/60 days.
Note: If y'all don't see the pie chart, all of the inspection records accept been inverse to airtight condition.
Average inspection time past course A bar chart that shows the boilerplate time to complete inspections per form. This boilerplate includes both open up and airtight inspections. Date range filters: vii/30/threescore days.
Top inspection written report contributors Shows the number of inspection forms completed by employees. Date range filters: 7/30/sixty days.

Inspection app

The Inspection app enables employees to complete a total inspection of the locations.

Note

To use the Inspection app, select the Inspection tab in the Teams channel.

The Inspection app provides post-obit capabilities:

  • Abode screen
  • Choose a location to audit
  • Select an inspection class
  • Inspection overview
  • Inspection course
  • Add Planner task to an inspection stride
  • Review inspection

Domicile screen

The app greets y'all based on your time of the day. If Planner is integrated from the manager app, statistics of the Planner tasks and all inspections for the last seven days are displayed.

Home screen with Planner.

If Planner isn't integrated from the manager app, a screen every bit shown in the post-obit image is displayed when you select Open Tasks. Selecting Shut takes y'all back to the previous screen.

Home screen without Planner.

Cull a location to inspect

Selecting Audit a location takes you lot to the next screen, which allows you to select the location that needs to be inspected.

Inspect a location.

  1. Search box - searches for a location based on the location type selected.

  2. Location types - lists all the location types with an additional option. Default: All.

  3. Locations - lists all the locations based on selected surface area. If All is selected, all the locations are listed by default.

Select an inspection form

If more than than one inspection form is associated to the location type, the app allows you to choose one of the inspection forms. Otherwise, the app takes yous to Inspection overview screen.

Select an inspection form.

Inspection overview

This screen shows the image of the location with the checklist and the checklist steps that were configured in the manager app. To outset an inspection, select Brainstorm inspection or any of the checklist items.

Inspection overview.

Inspection class

Inspect the location, and fill in the details on the inspection form. The checklist instructions configured in the manager app are displayed.

Inspection form.

Select Ok, Issue, or Due north/A against each checklist. Select Photo to add an image, Notation to add a note, and Task to add a Planner job.

Add a Planner chore to an inspection step

Y'all can add a task that automatically creates a Planner task in the team to consummate.

  1. Select Task from the inspection pace. This action updates the Images and Notes.

  2. Select Assign to search for the users who y'all desire to assign the task to.

  3. Select a due date.

  4. If necessary, update the description.

  5. Select Add Task.

Add a Planner task to an inspection step.

If the Planner isn't integrated from the manager app, you can't create tasks and the following screen is displayed.

Planner not integrated.

Selecting Close takes you to the previous screen.

Review inspection

Select the checklist footstep to become back to the previous screen and modify the effect. Or, select Submit inspection to submit the inspection course.

Review inspection.

Later on the inspection is submitted, the app takes you to the next screen that shows the condition of the submission and the list of all the locations of the current location type.

See too

  • Understand Inspection sample apps architecture
  • Customize Inspection sample app
  • Customize sample apps
  • Sample apps FAQs
  • Use sample apps from the Microsoft Teams store