Inspections and checks

The inspection record identifies the subject, inspection type, scheduled date and assigned person. Individual checks sit under that inspection. Each check names the requirement and holds an observation, result and any evidence. Pending, Pass, Fail and not applicable mean different things; a failed result should remain recognizable when the inspection moves to review.

• Assign the inspection. Inspection Reviewer records the subject, type, scheduled date and assignee.
• Work each requirement. Tester records an observation, result and any attachment on the check under that inspection.
• Submit complete checks. Tester clears required Pending results before the inspection reaches Review; Fail remains visible.

Before the first inspection, agree which requirements apply to each type and what evidence is expected for a passing or failed check. The assignee should know when not applicable is a justified result. The reviewer should have a clear way to distinguish unfinished work from an intentionally excluded requirement when deciding the inspection’s disposition.

Give the assignee a recognizable subject and a scheduled date. For every required check, decide what observation is needed when the result is Fail and when not applicable is justified. Inspection Reviewer should be able to open the same inspection and explain why each result supports or blocks the disposition. Keep failed attachments with their original check.

Plan a Service inspection for one subject and assign it to a named person. Add requirement checks, mark one Pass and another Fail, and attach evidence to the failed check. Confirm that the reviewer can see both the result and its observation. Leave one required check Pending and rehearse the review handoff; it should remain unfinished until the assignee completes it.

Ask the person receiving the work to open the record without extra explanation. They should be able to tell what the current state means, which evidence supports it, and what decision they are expected to make. If they cannot, revise the entry and repeat the handoff with the same case.

The check result belongs to the inspection, while the inspection’s status describes the overall handoff. Inspection Reviewer should open the checks before changing the overall status. A completed Pass check does not erase another required check still marked Pending, and a not applicable result should keep its reason in the observation.

• My inspections — Assignees can see planned work and check results for each subject.
• Check results — Tester can find Pending, Fail and not applicable results for review.

See the related process for the handoff, decision and rehearsal. Review roles before granting access and the data model when preparing records.