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Not planned

Separate Inspection Status from Archived Status

Related products:Analytics

John Smale

Ideas

 

SC consider separating “Inspection Status” and “Archived” status as from my perspective these are represent different things. 

  • Inspection Status - If inspection has been completed or not and should be included in organisations dataset 
  • Archived Status - If inspection (whether in progress/abandoned or completed) has been archived in accordance with records management policy and / or to reduce amount of records being synced to mobile devices 

Benefit

I think this will really help support integrity of reporting in Analytics or external BI tools, especially when undertaking long term summary or trend analysis (e.g. datasets greater than 30 days and up to 5 years) 

For example - I want all completed inspections (including those in archive) to remain in the dataset visible in Analytics and Power BI.  However, if we want to report on all completed inspections, we have to select both “Archived” and “Completed” status to get the full dataset. 

However, if we leave the inspection reports in competed state, the list of inspections for users and mobile sync records gets very long

 

Clarification

I know it's possible in Power BI or other tools to combine or aggregate the statuses ‘manually’ but I thought I would raise this for consideration. Apologies if I have overlooked something that would help with the above. 

Keen to hear other community members thoughts and how you manage the above in your long term reporting 

2 replies

Paddy Bell
SafetyCulture Crew
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  • SafetyCulture Crew
  • 82 replies
  • June 28, 2023

Hi @John Smale  great to hear from you again, I hope the June rush is treating you well. Thanks for sharing your take on the world of Inspection statuses and for laying out your point of view so clearly ! 


Bianca.Taylor
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  • Former SafetyCulture Crew
  • 553 replies
  • August 22, 2024
NewNot planned

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