Case Study #1 – Site Inspection

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Efficiently Conduct Site Inspections with Our Custom Job Tutorial

Practice setting up a site inspection and condition assessment, allowing you to determine whether the site meets the required standards or not.

Discover the power of custom jobs in your project management with our comprehensive tutorial on setting up a site inspection scoring system. This case study will guide you through the process of creating a custom job that calculates and displays scores based on the results of site inspections.

Our step-by-step tutorial covers:

  1. Creating a custom job for site inspections.
  2. Setting up various fields for assessing different aspects, such as roof, foundation, and interior rooms.
  3. Adding conditional fields for specific scenarios.
  4. Creating a formula field to calculate and display the final score using JavaScript.
  5. Adding the custom job to an existing project.
  6. Executing the site inspection job and entering results.
  7. Saving the site inspection results to the project.

By following our tutorial, you’ll be able to efficiently assess and record site inspections, ensuring thorough project evaluations and improved decision-making. Don’t miss this chance to optimize your project management capabilities with custom jobs!

Read the Full List of Steps

Case Study 1 – Site Inspection



1. This case study will walk you through setting up a Custom Job that takes the results of a site inspection and displays a score based on these results.

2. The end result will be a form that looks like this.

Screenshot of: The end result will be a form that looks like this.

3. let’s get started. Navigate to https://app.thebossapp.com.au/home

4. Click “ORGANISATION”

Screenshot of: Click "ORGANISATION"

5. Click “Custom Jobs”

Screenshot of: Click "Custom Jobs"

6. Click “Add New”

Screenshot of: Click "Add New"

7. Enter a name for the Custom Job such as ‘Site Inspection’.

Screenshot of: Enter a name for the Custom Job such as 'Site Inspection'.

The “Roof” Field

8. We’re going to setup our first field called “Roof”.
The field type is “Select”.
The “Name” is “Roof”
Choose a width of “12” for this field.

Screenshot of: We're going to setup our first field called "Roof".
The field type is "Select".
The "Name" is  "Roof"
Choose a width of "12" for this field.

9. Click “Custom Options”

Screenshot of: Click "Custom Options"

10. Click “Add New Option”
Enter 3 label and value pairs as below:
Label: Weak, Value: 0
Label: Stable, Value: 0
Label: Strong, Value: 0

Screenshot of: Click "Add New Option"
Enter 3 label and value pairs as below:
Label: Weak, Value: 0
Label: Stable, Value: 0
Label: Strong, Value: 0

The “Weak Roof” Notes Field

11. Add another ‘Text’ field called “Weak Roof Notes”.
Give the field a width of 12.

Screenshot of: Add another 'Text' field called "Weak Roof Notes".
Give the field a width of 12.

Next, we’re going to make the notes field only display when the Roof value is equal to zero. This allows us to leave a reason why when the Roof is selected as “Weak”.

12. Enable the Conditional Toggle.

Screenshot of: Enable the Conditional Toggle.

13. Click “OR” under the Conditions Operator.

Screenshot of: Click "OR" under the Conditions Operator.

14. Click “Add Condition”

Screenshot of: Click "Add Condition"

15. Enter the condition:
Field: Roof
Condition: Is
Value: 0

Screenshot of: Enter the condition:
Field: Roof
Condition: Is
Value: 0

The “Foundation” Field

16. We’re going to setup another field called “Foundation”.
The field type is “Select”.
The “Name” is “Foundation”.
Choose a width of “12” for this field.

Screenshot of: We're going to setup another field called "Foundation".
The field type is "Select".
The "Name" is "Foundation".
Choose a width of "12" for this field.

17. Click “Custom Options”

Screenshot of: Click "Custom Options"

18. Click “Add New Option”

Screenshot of: Click "Add New Option"

19. Enter 3 label and value pairs as below:
Label: Weak, Value: 0
Label: Stable, Value: 1
Label: Strong, Value: 2

Screenshot of: Enter 3 label and value pairs as below:
Label: Weak, Value: 0
Label: Stable, Value: 1
Label: Strong, Value: 2

The “Interior Rooms” Field

20. The next field we’re going to setup is called “Interior Rooms”.
The field type is “Select”.
The Name is “Interior Rooms”.
Choose a width of “12” for this field.

Screenshot of: The next field we're going to setup is called "Interior Rooms".
The field type is "Select".
The Name is "Interior Rooms".
Choose a width of "12" for this field.

21. Click “Custom Options”

Screenshot of: Click "Custom Options"

22. Click “Add New Option”
Enter 3 label and value pairs as below:
Label: Weak, Value: 0
Label: Stable, Value: 0
Label: Strong, Value: 0

Screenshot of: Click "Add New Option"
Enter 3 label and value pairs as below:
Label: Weak, Value: 0
Label: Stable, Value: 0
Label: Strong, Value: 0

The “Result” Field

In this step we’re going to use JavaScript to calculate and output a final score for the site inspection.

23. Click “Add New Field”

Screenshot of: Click "Add New Field"

24. We’re going to setup another field called “Interior Rooms”.
The field type is “Formula”.
The Name is “Results”.
Choose a width of “12” for this field.
Click “code” and enter the JavaScript code in the next step.

Screenshot of: We're going to setup another field called "Interior Rooms".
The field type is "Formula".
The Name is "Results".
Choose a width of "12" for this field.
Click "code" and enter the JavaScript code in the next step.

You can copy and paste the JavaScript code in the next step to setup your Formula field.

25. const totalResult = ${roof} + ${foundation} + ${interior-rooms} let passes; switch(true){ case totalResult <= 2: passes = ‘fail’; break; case totalResult <= 4: passes = ‘conditional’; break; default: passes = ‘pass’ } let resultText = `Your result is ${passes}.`; if(passes === ‘conditional’){ resultText += `\n\nAs your result is only conditional, more inspections are required.` } return resultText;

26. Click “Save” The Custom Job component is now complete.

Screenshot of: Click "Save"
The Custom Job component is now complete.

An Administrator will need to approve the fields in your Custom Job before they are usable.

27. Navigate to https://app.thebossapp.com.au/home

Add Your Job to a Project

28. Now it’s time to add your new Custom Job to a Project.

29. Click “REGISTERS”

Screenshot of: Click "REGISTERS"

30. Click “Projects”

Screenshot of: Click "Projects"

31. Choose the Project that you would like to add your Site Inspection job to.

Screenshot of: Choose the Project that you would like to add your Site Inspection job to.

32. Click “Jobs”

Screenshot of: Click "Jobs"

33. Click “CREATE A NEW JOB”

Screenshot of: Click "CREATE A NEW JOB"

34. Choose your Custom Job from the Job Type selector: “Site Inspection (custom)”
Click “Next”

Screenshot of: Choose your Custom Job from the Job Type selector: "Site Inspection (custom)"
Click "Next"

35. Enter a name for your job such as “Site Inspection”.
Select a “Branch” and “Job Manager”.

Screenshot of: Enter a name for your job such as "Site Inspection".
Select a "Branch" and "Job Manager".

36. Enter “Scheduled Start Date” and “Scheduled Finish Date” fields using the date pickers.

Screenshot of: Enter "Scheduled Start Date" and "Scheduled Finish Date" fields using the date pickers.

37. Click “Save”

Screenshot of: Click "Save"

Execute the Job

38. Click “Go to Site Inspection”

Screenshot of: Click "Go to Site Inspection"

39. Using the Select boxes, enter the results of your Site Inspection.
The “Result” field will display the results.
Set the Status to “Completed” when the results are final.

Screenshot of: Using the Select boxes, enter the results of your Site Inspection.
The "Result" field will display the results.
Set the Status to "Completed" when the results are final.

40. Click “Save” to save the results of the Site Inspection to the Project.

Screenshot of: Click "Save" to save the results of the Site Inspection to the Project.

For more information on Custom Jobs, please see this support article: https://docs.thebossapp.com.au/docs/thebossapp-docs/organisation-setup-9316/custom-jobs/

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