A Dynamic Building Inspection allows you to create a set of questions and responses based upon your building’s room types and occupancy status. This section describes how to create your room types, configure a building’s stack plan, and define each room type’s inspection questions.
Managing Room Types
Before a Dynamic Inspection can be created, you need to define your building’s room types and layout. This is commonly referred to as the building’s stack plan. This section describes the process of defining your building’s room types.
To define the room types that can be used in the stack plan:
- Click Admin > System Labels.
- From the list on the left side, select ROOM TYPES.
- Click
.
- Enter a room type NAME and click SAVE.
Building a Stacking Plan
After you have established your Room Types, you need to setup your building’s stacking plan. This section describes the process of building a stacking plan.
To build your building’s Stacking Plan:
- Click Admin > Building Settings > Space Management
- Select a building from the building drop down.
- Build out your building's Stacking Plan.
Note: For information regarding how to setup your stacking plan, see the Space Management User Guide
Creating a Dynamic Building Inspection Template
After you define your room types and configure your stack plan, you can create a Dynamic Building Inspection template. This type of template allows you to create a unique set of questions and responses which is specific to room type and occupancy status. This section describes the process of creating a Dynamic Building Inspection template.
To create a Dynamic Building Inspection template:
1. Click Go To > Inspections > Inspections Template Manager.
2. Click Create Template.
3. Enter a name for the template, using the Name field.
4. Select Dynamic Property Inspection from the Type of Inspection drop down.
5. (Optional) Use the Custom Header Questions field to enter additional questions
6. Select the type of suites you're looking to create the inspection for in the Dynamic Inspection Options drop down.
Note: You can select form All Tenant Suites, Occupied Tenant Suites Only, or Vacant Tenant Suites Only.
7. Click the Questions tab to continue to the inspection questions.
8. To begin creating questions, click the room type, and select a question format. Questions for a room type will activate to all spaces within the property labeled as the room type when the inspection is activated based on the current stacking plan of the property.
Note: If you do not want to inspect a particular room type, leave the section blank.
9. When you have finished adding questions for each room type, click the Schedule tab.
10. Select if you wish to activate the inspection for a Single Day or if you wish to schedule it on a recurring frequency. For a scheduled inspection, select an occurrence, the start date, frequency, and end date.
Note: If you wish to activate the inspection for the current day select the 'Single Day' option to select the day as inspections can only be scheduled for a future date.
11. (Optional) Edit the inspection name that will appear when generated.
12. Insert a target number of days to complete once the inspection is generated. The number of days to complete will generate a due date for each inspection once active.
13. Select the Building(s) and Assignee for the inspection(s).
Note: To activate to multiple properties add assignments by clicking the (+) icon.
14. Click Activate Inspection.