Inspection Templates

HDS Doorways will come with two default inspection templates, the UPCS and the HQS inspection forms. In some cases, users may wish to create a custom template if they don't follow exact guidelines of the UPCS or HQS forms, such as a combination of the two. The Inspections Templates feature solves this need, and allows the ability for cloning a previously made template, editing a template, and deleting. Below is a step by step guide as to how to create a new inspection template.

Step-by-Step Guide to Creating an Inspection Template

1. Open the Maintenance center in Doorways by clicking the "maintenance" button in the header navigational bar.
2. Click the Inspection Templates tab.
3. Click the "Create Inspection Template" button.
4. Enter in a Name, and a Description for the new template.
5. Click "Generate Template".
6. You will be redirected to the list of Inspection Templates, click the name of the newly created template.
7. The Template detail window will appear with no Inspection Types, Required Inspection Categories, or Optional/Additional Categories. To add to these fields, click the "Add New" link beside the category you wish to add to.
8. Add Inspection Types - Inspection types are those such as an annual inspection, interim inspection, re-inspection, etc.
   1. Click "Add New".
      
   2. Enter in the name for the inspection type.
   3. Click "Create".
   4. If you need to make edits to an Inspection Type name, click the "Edit" link.
      
9. Add Required Inspection Categories - Required inspection  categories are items that will appear on every inspection using this inspection form by default.  They are the basic items that the housing authority wants every inspector to check, and they appear on the form automatically (and cannot be removed from the form).  These are recommended for categories that are mandatory for an inspector to check (e.g. health and safety) or that apply to a room/item that every unit will have (e.g. kitchen). 
   1. Click the "Add New" link.
      
   2. Enter a name for the new Required Inspection category.
   3. Click "Create".
      
   4. The new category will be added to the list of categories, which you can order by using the dragging tool.
   5. Click "Delete" to remove the Category if necessary.
   6. Click "Clone" if you wish to create a duplicate of a category.
      
   7. Click the name of the Category to add Category Questions, Inspection Items, and Amenities. (See Step 11 for instructions on creating and editing Category Questions, Inspection Items, and Amenities.)
10. Add Optional/Additional Inspection Categories - Optional/additional inspection categories are items that will not show up on the inspection form by default but can be added by the inspector on site (i.e. on-the-fly).  These are recommended for categories that are not mandatory for an inspector but that the inspector may want the discretion to add on a case-by-case basis, for rooms/items that are not common across all units (e.g. TV room or den), or for rooms/items for which there are multiples in each unit (e.g. bedrooms, bathrooms). 
    1. Click the "Add New" link.
       
    2. Enter a name for the new Optional/Additional category.
    3. Click "Create".
       
    4. The new category will be added to the list of categories, which you can order by using the dragging tool.
    5. Click "Delete" to remove the Category if necessary.
    6. Click "Clone" if you wish to create a duplicate of a category.
    7. Click the name of the Category to add Category Questions, Inspection Items, and Amenities. (See Step 11 for instructions on creating and editing Category Questions, Inspection Items, and Amenities.)
11. Editing Inspection Categories - Each inspection category has the ability to include Category Questions, Inspection Items, and Amenities. 
    1. Category Questions - 
    2. Inspection Items
    3. Amenities