AI Inspection Assistant - Advanced Settings

⚙️ Advanced Settings 

Each AI Inspection Assistant issue type includes its own Advanced Settings, allowing admins to fine-tune how issues are flagged and prioritized.

When you select an issue type from the General tab, the Advanced Settings panel appears at the bottom of the page with configuration options specific to that issue type.

👉 AI Inspection Assistant – General Settings & User Access

🔧 How Advanced Settings Work

• All five issue types are listed in the Advanced Settings menu
• Disabled issue types appear grayed out and cannot be edited
  • A tooltip explains why the settings are unavailable
• Click any enabled issue type to view and manage its advanced options
• Changes are saved automatically as they are made

✍️ Grammar and Style 

These settings control how written inspection content is evaluated for clarity and professionalism.

Include in High Impact Issues

• When enabled, grammar and style issues are treated as high priority
• High-impact issues appear more prominently during inspection review

Term Management

Tabs: Excluded Terms | Included Terms

Use term management to control how Inspection Assistant evaluates industry-specific language.

• Excluded Terms
  • Words or abbreviations that should not be flagged
  • Commonly used for internal or company-specific terminology
  • Example: FE for Fire Extinguisher
• Included Terms
  • Words or abbreviations that should always be checked
  • Useful for enforcing consistent terminology or documentation standards

Adding Terms or Abbreviations

Users can add terms or abbreviated to both the Excluded and Included Terms lists. To do so: 

1. Select + Add Term or Abbreviation
2. Enter the term
3. Click Add Term or Abbreviation

Terms can be viewed or deleted at any time.

📋 Missing Information

These settings control checks for incomplete documentation or missing required data.

Include in High Impact Issues

• Marks missing information issues as high priority when enabled

Overall Inspection

• Signatures
  • Flags inspections that are missing required signatures
• Time Entry Detection
  • Flags inspections without proper time tracking

Deficiencies

• Deficiency Photo
  • Flags deficiencies that do not include photos
  • When enabled, an Asset Exclusions section appears:
    • Add specific asset types that do not require photos
    • Managed through an Add Assets button and exclusion table
• Deficiency Notes
  • Flags deficiencies without written documentation
  • When enabled, a Flag Internal Notes toggle appears:
    • Controls whether internal-only notes are also evaluated
    • Default is OFF (only customer-visible notes are required)

Code Reference Requirements (ULC Customers Only)

• Missing Code References
  • Flags deficiencies without required regulatory code citations
  • This section only appears for Canadian customers using ULC standards

✅ Needs Correction

These settings focus on accuracy and compliance.

Include in High Impact Issues

• Marks correction-related issues as high priority

Incorrect Reference Clause

• Flags invalid or incorrect code reference clauses
• Helps identify compliance issues before reports are finalized

❓ Unanswered Questions

These settings control how unanswered inspection questions are handled.

Include in High Impact Issues

• Marks unanswered questions as high priority

Asset Exclusions

• Add asset types where unanswered questions should be ignored
• Useful for devices where certain questions are optional based on workflow
  • Example: Exclude "Valve" if unanswered valve questions are acceptable in your workflow
• Managed through an + Add Assets button

🏢 Office Only

These settings apply to office-level review and resolution behavior.

Auto-Resolve Unresolved Deficiencies

• Automatically resolves deficiencies from prior inspections
• When enabled: If a device passes inspection, previous unresolved deficiencies for that device are automatically closed

⚠️ IMPORTANT ⚠️

• Use with caution as this is an automated action and does not require manual verification. 

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