Overview
Evaluation Types define a form of on-site inspection or off-site audit conducted on a site.
System-Required Evaluation Types
nVIRO contains several system-required evaluation types. These are used by nVIRO when creating an automated system evaluation, such as a schedule that is past it's due date. System-required evaluation types are displayed as read-only on the Evaluation Type lookup edit screen.
Managing Evaluation Types
To manage evaluation types, navigate to Admin > Lookups > Evaluation Types. The Evaluation Types List page will display all available evaluation types.
Adding or Editing an Evaluation Type
From the Evaluation Types List page either click the Add New Evaluation Type button or Open an existing evaluation type.
Enter the fields to define the Evaluation Type
Click Save to save the new/updated record
Each field available on the evaluation type lookup edit screen is described below:
Field | Description |
|---|---|
Evaluation Type Code | Internal identifier for each unique evaluation type |
Evaluation Type Description | Text display for the evaluation type |
Program Area | Indicates to which program area the evaluation type relates. Every evaluation type must be assigned a specific program area. |
Evaluation Number Prefix | If specified, nVIRO will apply a specific numbering scheme to new evaluations created of this type. The available numbering schemes are configured as part of system installation and configuration. If no scheme is selected, a randomly generated unique identifier will be assigned to each new evaluation of this type. |
Evaluation Type Decisions | Decisions are used to indicate the outcome of an evaluation. For example, the decisions could be Satisfactory, Marginal, or Unsatisfactory for a given evaluation type. If no decision types are defined, then the Decision field will not appear on the Evaluation Details screen. Note: available decisions when performing an Evaluation status update are defined in the database and are independent of this setting. Decisions can be driven by questions entered on an nSPECT mobile inspection form. See topic nCORE / nSPECT Data Integration for more information. |
Default Workflow Templates | One or more Workflow Templates may be selected to be automatically added when a new evaluation of this type is created. |
Allow Confidential Checkbox | Indicates that evaluations of this type can be marked confidential. |
Show Evaluation Start/End Time of Day (Hour/Minute) Checkbox | Indicates whether or not to display a time-picker control on the Evaluation Detail screen indicating the start and end time of the evaluation. |
nSPECT Settings For installations of nVIRO that include nSPECT mobile inspection integration, Evaluation Types can be mapped to nSPECT for conducting mobile inspections. | |
Enable nSPECT Integration Checkbox | Indicates that this evaluation type is tied to an nSPECT evaluation type. When adding a new Evaluation Type, saving the new type will also create a new evaluation type in nSPECT that is mapped to the nVIRO inspection type. If the Enable nSPECT Integration is checked, evaluations of this type will be available to the nSPECT Scheduler. If not checked, evaluations of this type are not included in the nSPECT Scheduler. Once set, this cannot be undone except by a database administrator. |
Set Inspection Report to "Final" Status when nSPECT Inspection is Completed | When an Inspection is completed within nSPECT and synchronized with nCORE, if the "Automatically set Inspection Report as Final" option is set for the Inspection Type, then the Inspection report document is automatically set to Final status when imported from nSPECT. |
nSPECT Inspection Report File Type | Indicates the format of the nSPECT-generated inspection report. Select either PDF or Word (DOCX). |
Default Followup Evaluation Type | When a field on an nSPECT inspection form has type "Date", and tag "FOLLOWUP_DATE", populating the field will result Followup Inspection being added to nVIRO with this evaluation type. This is also used when the Create Follow-up Inspection" button is clicked from the Evaluation screen's Violation tab. |
EPA Integration | |
ICIS Compliance Monitoring Category Code | Monitoring Category Code for evaluations of this type sent to the EPA ICIS/NPDES system. |
ICIS Compliance Inspection Type Code | Inspection Type Code for evaluations of this type sent to the EPA ICIS/NPDES system. |
Side Panel | |
Active / Inactive toggle | Activates or inactivates ability to create evaluations using this evaluation type. |
Manage in nSPECT | Opens the nSPECT Form Type screen to support configuration of an nSPECT form type corresponding to this evaluation type. |
Saving Changes
To save changes click the Save button. A message will display confirming the save. To cancel saving or return to the list after saving, click the Cancel button.
Inactivating or Activating a Evaluation Type
The Status displays in the right side panel. The Inactive | Active toggle control activates or inactivates the evaluation type.