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ITPs are commonly used in a variety of industries, including construction, manufacturing, and engineering. They are essential for ensuring that products and projects meet the required quality standards and specifications and that they are safe for use.

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titleUser Stories & Functional Requirements
  • As a

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  • Project Manager in the Construction Industry: Efficiently create and manage inspection test plans for different projects.

  • As a

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  • Quality Control Professional: Accurately record inspection data on-site and store it securely for easy access and analysis.

  • As a

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  • Site Supervisor: Facilitate seamless communication and collaboration with

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  • team members and

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  • stakeholders during inspections.

  • As a

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  • Construction Manager: Receive real-time updates on inspection progress and results

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  • for informed decision-making.

  • As a

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  • Safety Officer: Automate comprehensive inspection reports, saving time and ensuring accuracy.

Benefits:

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Time Savings & Process Simplification

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: Streamline test planning

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, data entry, and report generation. Minimize paperwork and administrative tasks through digital automation.

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Accuracy

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: Ensure accurate data collection, reducing errors and the need for re-inspections.

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Collaboration

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: Facilitate smooth communication and collaboration among

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stakeholders, reducing delays and misunderstandings.

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Real-Time Insights

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: Provide real-time visibility into inspection progress, enabling quicker decision-making.

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Efficient Reporting

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: Automate report generation, making it easy to create comprehensive ITP reports.

Getting Started

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title1. Form Templates

The ITP module is co-dependant on several templates including:

Template Name

Template Group

Required?

Description

Configuration

Inspection Test Plan

ITP

Yes

This is the main document that you will use to builds used to build your ITP template to be used across all projects. The template has a number of It includes pre-defined fields which can either be maintained or hidden, they that auto-fill the details from the project: , such as Project Code

, Area/Lot

, Site Address

, Client Name

, and Phone Number

There are a number of fields that need .

Fields to be retained includingRetained:

  • ITP Booklet

  • Commit Listed Activities

  • ITP Activities

  • ITP task selectionTask Selection

  • ITP Activity List

  • Workbench Form name

The below fields can be modified or hidden to suit your industry language or business processes, and additional fields can be added if required
  • Name

Modifiable/Hidden Fields:

Label Fields F20, F18, F22, F35, F36, F29
Photo

fields

Fields
Contact Fields

ITP - Activities

ITP Subforms

Yes

ITP Activities detail information such as Item Number, Activity, Document Reference, Acceptance Criteria, Action Point, Responsible Party, Record/Evidence, and Equipment Description. These fields are required for application defaults to function, but additional fields can be added.

Fields to be Retained:

  • Item number

  • Activity

  • Document Reference

  • Acceptance Criteria

  • Action Point

  • Responsible Party

  • Record/Evidence

  • Equipment Description

These details are defaulted in the ITP module. Additional fields can be added to the activity template however the existing fields are required to be maintained for the application defaults to function.

ITC - Template

ITC

No

ITC forms are optional

Fields to be Retained:

  • Calculate %Complete

  • % Complete

  • sourceid

  • Percent Complete

  • Task

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title2. ITP Application Set-Up

The ITP application aids as a source of defaults for Tasks and Activities that commonly are required for ITP process documentation.

Tasks:

Tasks are used to Group related activities

image-20240611-232441.png

Activities:

Activities are used to define the detail Define the details of the activity , and the evidence required as a default to demonstrate that the work has been completedcompletion. These set the default defaults on the ITP form when created on a project.If you are using ITC’s, the ITC template can be defined also as a default.

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Options (for Activities)

Your Define the Responsible Party list and Action Point list can be defined in the options menu. This is the list of combo options in these respective fields within , used in the activity configuration above.

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title3. ITP Module Heirachy

Below is a diagram that explains the relationship between the ITP Template, Tasks, Activities and ITC’s

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Screen Guide

After the configuration of your templates and ITP module is completed, you can proceed to create ITP’s from a project.

1. Creating a new ITP from a Project

  1. Create the form.

  2. Populate required form fields.

  3. Select ITP Tasks.

  4. ITP Activities will auto-select from your pre-defined ITP module configuration. Add or remove activities as needed.

  5. Click “Commit Listed Activities.”

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  1. Selected ITP activities will auto-populate the ITP Activity subforms into the ITP form.

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  1. Submit the Inspection Test Plan form. The form name will be appended with the selected Task name.

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2. Creating ITC’s from the ITP

If ITC’s are being used, you can navigate to the activity subform that you just created from the ITP. There is a button “Manage ITC’s” that will help you select the ITC template and the Quantity if ITC to generate.

  1. click activity

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  1. Click “Manage ITC’s”

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  1. Select the ITC Template, Quantity and click “create” to generate the ITC’s on the project

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  1. Once created, you will see the ITC’s as a draft linked to the project
    View the draft ITCs linked to the project, with % completion visible in the pop-up window and on the form.

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3. Re-Ordering ITP Activities

In some scenarios, you may need to re-order activities in an ITP (Inspection Test Plan) to accommodate additional activities or update the sequencing in the ITP Booklet. To do this, follow these steps:

Steps

Screen guide

  1. Click on the "Re-Order Activities" Button: Start by clicking the button labeled "Re-Order Activities."

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  1. Select and Drag Activities: Once the list of activities appears, you can select and drag them to the desired position in the sequence.

Click-drag ITP act.gifImage Added

  1. Save Changes: After arranging the activities in the correct order, save the changes to update the ITP Booklet. Click the “back arrow” to save and return to the ITP form

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These steps will ensure that your ITP Booklet reflects the correct sequence of activities, maintaining clarity and accuracy.

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