How to set up Inspection plans

This article will cover the inspection plans feature in Dalux.

Inspection plans are a list of predefined points that need to be inspected. Supervisors usually use inspection plans to control the work of contractors and document the work as approved or rejected.

When using inspection plans, it is possible to assign task types to non-approved work. This is done to notify contractors about the task and request necessary amendments.

This article covers how to set up and create inspection plans and how to use them.

How to set up inspection plans

Activate inspection plans

To activate inspection plans, go to

Settings Field Add features 'Inspection plans'Activate.

This will activate the feature and you can start setting it up. If inspection plans are already activated, a feature card will be visible in Settings Field.

How to create inspection plans

All inspection plan settings are located in the inspection plans feature card in Settings Field 'Inspection plans'.

New inspection plans can be created by clicking 'Inspection plans', then Add.

From this menu, you have three options. You can:

• Create a new inspection plan
• Copy inspection plans from another project
• Copy inspection plans from the company profile

In the window, give your inspection plan a name and prefix. You can also select which columns to include in the inspection plan. If you already have an empty inspection plan workflow set up, you can choose it here.

Inspection plans in Dalux can be created manually, point by point, or imported from an Excel template.

To create the inspection plan manually, drag and drop points from the side menu. You can then enter the required information in each field. Unwanted points can be dragged to the -icon at the bottom, to be deleted.

Alternatively, you can use Excel to import multiple points at once. First, make a template in Dalux or use the empty inspection plan.

Copy it to your clipboard by clicking Copy. Then open up Excel and press 'CTRL+V' (Paste).

You can then start filling out the cells in Excel. When you are done, the entire table can be copied and pasted back into Dalux, by clicking Paste in the top menu and pressing 'CTRL+V'.

How to add checklists to inspection plans

Checklists can be added to the different inspection points. This is useful if a certain process has multiple checks that need to be done.

To attach a checklist to an inspection plan, click 'Checklist' in the registration type column, choose the checklist you want to attach, and click 'OK'.

When you add a checklist to an inspection plan, the checklist will automatically open, when the inspection point is clicked while filling out a new inspection plan.

Planning extent

Set up a workflow for an inspection plan

After setting up an inspection plan, you need to connect it to a workflow. You can either create a new workflow for this or connect it to an existing empty one.

To create a new workflow go to

SettingsFieldWork packagesClick on next to the work package in which you want to place the workflowAdd workflow

Select the workflow type Inspection plan and choose the desired inspection plan from the list. The workflow will automatically be named after the selected inspection plan.

You can also create an empty inspection plan workflow and add an inspection plan to it later.

Choose one or more task types. If a creator marks an inspection as 'Not OK' they must assign a task of the chosen type to the response role.

When the task is completed and approved by construction management, the inspection point will automatically be marked as approved as well.

If you already have an empty inspection plan workflow, you can select it when creating the inspection plan or when editing it in the Settings of the inspection plan.

An inspection plan can only be linked to one workflow in one work package.

Task association

You can use association overview to quickly assign task templates to different inspection plans. You can use this to easily add one or more task templates to your inspection plan workflows or to get an overview of which templates are associated with which workflow.

This is done by going to:

SettingsField'Workflow task association'