SQC Acronyms & Terms

The process of mapping placeholder forms in Completions/Compliance onto the values of your project structure. For example, you can assign 50 Instrument Install Checklists to 50 instruments on your project structure. Users will then be able to filter for the instrument and fill out the Instrument Install Checklist.

There are multiple button types you can add to a form/task template.

Button: Used to change the status of a form/task.

Form Button: Used to open another child template in a form or task. Can also change the status of the parent form.

Form Flow Button: Adds a button that facilitates a specific step in a form flow. Form flow buttons can also go back to a previous step.

Categories, Classifications and Types are used to help organize forms and tasks.

Category:

Categories provide two main functions: organizing forms and granting user permissions. For example, in a project, a user can access a category named Daily Tasks, which includes forms like the Job Hazard Analysis and Employee Sign-in sheet. Similarly, if the user needs to find the Cable Installation form, they can navigate to the Electrical category. By grouping forms into categories, users can easily locate and access the specific forms they require for their tasks or responsibilities. In addition, categories allow for user permissions to be controlled. For example, the same user might be restricted from accessing the Human Resources category, which contains sensitive forms and documents related to HR processes.

Classification:

Classifications can be used to categorize a form for association to filters and reporting, as well as to facilitate logic in a form. For example, when you are conducting a safety audit and filling out the associated form. There is a question on the form that asks what work activity is being inspected. There are multiple work activities associated with each potential discipline. Choosing cable termination, for example, will classify this form as Electrical. This classification can then be used to show or hide additional form sections containing relevant electrical questions. This logic-driven approach ensures that relevant questions are asked based on the specific context of the form, leading to more tailored and efficient data collection. In the above example, because the form is classified as Electrical, you will now be able to filter in the All Events/All Tasks lists to find all Safety Audit forms that are classified as Electrical.

Type:

Types are an additional way to organize and identify a form. They can be used in addition to classifications or independently. For instance, you can assign the classification High Voltage to an electrical form, and additionally assign it a type of Pre-Commissioning. In another example, you can classify a punch list item as Internal Punch and assign it a type of High Risk. This enables more comprehensive labeling and organization of forms based on their characteristics.

Classification logic is configured in two places. A classification must first be assigned to an individual option in either a choice or a list type question. This classification can then be assigned to a given section to show the section when that choice or list option is selected by the user.

Compliance:

Digitizes paper processes with a form builder and mobile application designed to streamline EHS and other field capture workflows. The following key functions are included in this solution:

• Comprehensive form builder.

• Flexible form completion on mobile devices.

• Workflow development based on event types.

Completions:

Provides the platform and controls needed to design and enforce a quality program. The following key functions are included in this solution:

• Mobile functionality allows for field data collection.

• Comprehensive form builder to create quality control-related forms. For example: inspections, checklists and punch lists.

• Project structure function allows the organization of quality forms into a hierarchy reflecting the project execution plan.

• Automapping function to create and associate thousands of checklists with the relevant project values.

• Enable turnover status & progress reporting via reporting APIs.

• Simplify assembly of turnover documentation via Document Integration.

Forms and tasks are similar in that they are both fillable templates that can be customized with questions. However, there are differences such as:

Forms:

• Can be assigned a Form Flow.

• Can be assigned to an individual, but this is not required and does not require a scheduled date.

• Can be automapped to the project structure.

Tasks:

• Cannot be assigned a Form Flow.

• Must be assigned to an individual along with a schedule date.

• Cannot be automapped to the project structure.

An SQC application feature intended to allow mobile devices to be turned into collection terminals for users that might not have InEight cloud platform credentials but still want to collect data and feedback via events and tasks. Kiosk mode will limit non-essential application functionality, allowing users to see basic settings pages, change preferred language, and fill out and submit events and tasks.

To lock the device to the SQC application, please use this feature in conjunction with the native iOS Guided Access functionality.

SQC mobile:

• Offline capability

• No access to existing records.

• Downloads events and/or tasks that are scheduled for you.

• Automatically checks out your to-do list items.

• Only one project at a time can be synced.

• SQC links and shortcut exists in Daily Plan app.

InEight Mobile:

• Online capability only

• Can access existing records with an online connection.

• Able to access all events and tasks depending on permissions.

• Selective check out of records.

• When performing events or tasks, a lock is placed on the form, like what is done when opening events or tasks in the web application.

• All projects are available depending on permissions.