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Overview

An Inspection Test Plan (ITP) is a document that outlines the steps and procedures for the inspection and testing of a particular product or project. It is a comprehensive plan that includes all the necessary details about the testing and inspection process, such as the type of tests to be conducted, the equipment to be used, the criteria for acceptance or rejection of the product, and the frequency of testing.

An ITP is typically developed by a quality control team or a project manager to ensure that the product or project meets the required standards and specifications. The plan helps to identify any potential issues or defects in the product or project, and it provides a framework for corrective actions to be taken if any problems are identified.

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.

 User Stories & Functional Requirements
  • As a Project Manager in the Construction Industry: Efficiently create and manage inspection test plans for different projects.

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

  • As a Site Supervisor: Facilitate seamless communication and collaboration with team members and stakeholders during inspections.

  • As a Construction Manager: Receive real-time updates on inspection progress and results for informed decision-making.

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

Benefits:

Time Savings & Process Simplification: Streamline test planning, data entry, and report generation. Minimize paperwork and administrative tasks through digital automation.
Accuracy: Ensure accurate data collection, reducing errors and the need for re-inspections.
Collaboration: Facilitate smooth communication and collaboration among stakeholders, reducing delays and misunderstandings.
Real-Time Insights: Provide real-time visibility into inspection progress, enabling quicker decision-making.
Efficient Reporting: Automate report generation, making it easy to create comprehensive ITP reports.

Getting Started

 1. 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 used to build your ITP template across all projects. It includes pre-defined fields that auto-fill details from the project, such as Project Code, Area/Lot, Site Address, Client Name, and Phone Number.

Fields to be Retained:

  • ITP Booklet

  • Commit Listed Activities

  • ITP Activities

  • ITP Task Selection

  • ITP Activity List

  • Workbench Form Name

Modifiable/Hidden Fields:

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

ITC - Template

ITC

No

ITC forms are optional

Fields to be Retained:

  • Calculate %Complete

  • % Complete

  • sourceid

  • Percent Complete

  • Task

 2. 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:

Define the details of the activity and evidence required to demonstrate completion. These set the defaults on the ITP form when created on a project.

image-20240611-232815.png

Options (for Activities)

Define the Responsible Party list and Action Point list in the options menu, used in the activity configuration.

image-20240611-233042.png

 3. ITP Module Heirachy

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

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.”

image-20240611-234620.png
  1. Selected ITP activities will auto-populate the ITP Activity subforms into the ITP form.

image-20240611-234812.png
  1. Submit the Inspection Test Plan form. The form name will be appended with the selected Task name.

image-20240611-234921.png

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

image-20240611-235727.png

  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

image-20240611-235830.png

  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.

image-20240612-011832.png

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