CITIRI Inspection System
Complete Guide to Automated Inspection Scheduling & Checklist Management
System Overview
What Does This System Do?
The CITIRI Inspection System automatically manages recurring inspections for physical assets (systems and equipment) at your facility. Think of it like a car maintenance schedule—except instead of one car, you have hundreds of systems (gates, HVAC units, electrical panels, etc.) that need regular inspections.
The Problem It Solves
Without automation, managing inspections would require:
- Manually remembering when each system needs inspection
- Manually creating checklists for each inspection
- Manually assigning work to inspectors and contractors
- Manually tracking what passed and what failed
- Manually creating remediation work orders for failures
How It Works
The Big Picture
📌 Real-World Example: Gate 250 Quarterly Inspection
Setup Phase (You do this once):
- Create System record: "Gate 250 - Boarding Bridge"
- Assign Inspector: "John Smith"
- Create Inspection: Quarterly cadence with appropriate template and contractor
Automated Phase (The system does this automatically):
- Day 1: System creates Activity List "2024-01-15 Gate 250 - Boarding Bridge"
- Day 1-30: John Smith works through the checklist, marking items
- Day 30: John finishes — 3 items failed
- Day 31: System creates "Failed Items - Gate 250" for the contractor
- Day 31-45: Contractor fixes the 3 failed items
- Day 90: Process repeats for next quarter
Key Concepts
🏗️ Systems & Equipment
Physical assets that need inspection — gates, HVAC units, fire panels, electrical systems, and more.
📅 Inspections
The schedule that defines when and how often a system needs inspection, plus which template and contractor to use.
✅ Activity Lists
The actual checklists that inspectors work through. These are automatically created from templates.
📋 Templates
Pre-built checklists containing all the items to check. Templates are reusable across multiple inspections.
Inspection Cadences
You can set inspections to repeat at various intervals:
- Daily: Every day
- Monthly: Every 30 days
- Quarterly: Every 90 days
- Semi-Annually: Every 180 days
- Annually: Every 365 days
Inspection Status
Each inspection moves through these statuses:
- Not Started: Inspection is scheduled but work hasn't begun
- In Progress: Inspector is actively working the checklist
- Awaiting Next Cycle: Current cycle complete, waiting for next scheduled date
- Completed: All work is finished
User Roles & Access
🔍 Inspectors
Inspectors are responsible for conducting inspections and documenting their findings.
🔧 Contractors
Contractors receive remediation work for items that failed inspection.
⚡ Administrators
Administrators have full access to configure and manage the entire inspection system.
The Automated Process
Here's how inspections flow through the system, step by step:
Phase 1: Initial Setup
An administrator creates the System record and sets up the Inspection schedule, including the cadence, template, and contractor assignment. This only needs to be done once per system.
Phase 2: Activity List Creation
The system runs nightly and checks all inspections. When an inspection is due, it automatically creates a new Activity List (checklist) from the template and assigns it to the inspector.
Phase 3: Inspection Execution
The inspector logs in, sees their assigned Activity List, and works through each checklist item. They mark each item as either Complete (passed) or Recheck (failed).
Phase 4: Status Updates
As the inspector works, the system automatically updates the inspection status to reflect progress. Once complete, it determines if there are failed items that need remediation.
Phase 5: Failed Item List Creation
If any items failed, the system automatically creates a new Activity List containing only the failed items and assigns it to the designated contractor.
Phase 6: Remediation
The contractor logs in, sees their assigned remediation list, fixes the physical issues, and marks each item as complete when repaired.
Phase 7: Next Cycle
Based on the inspection cadence, the system schedules the next inspection. When that date arrives, the entire process repeats from Phase 2.
Summary
The CITIRI Inspection System is a fully automated solution for managing recurring inspections:
- You create the schedule once — set up the System and Inspection
- The system creates checklists automatically — at exactly the right time
- Inspectors work their checklists — marking items pass or fail
- The system creates remediation lists automatically — only for failed items
- Contractors fix failures — and mark items complete
- The cycle repeats — based on your configured cadence
All of this happens without manual intervention, ensuring nothing is forgotten and everyone sees only the work assigned to them.