Effectively Using the QC Module

INSP Workshop Session 1

Presenter:

Thomas Cox and Jeremy Barrick

What is the INSPI QC Module?

• The INSPI QC module is the area in INSPI2 where you are able to review your subs’ work prior to submission to Safeguard to ensure accurate and quality results

Benefits of Using the QC Module

• Allows vendors the ability to review their subs’ work prior to submission to Safeguard

• Helps identify quality issues with a particular or multiple sub’s work

• Enables the main vendor the opportunity to send back an order to their sub to correct, change, or add information

• Enables the main vendor to view the submitted photos to determine if they match results submitted

• Enables vendor’s to set up training with newly hired subs and show examples

Benefits of Using the QC Module

• Enables vendors the ability to sort and prioritize their review by sub user, occupancy status, SPI net, rush orders, due date, discrepancy type, and others

• Enables vendors to remain compliant for their SQA review percentage

• Enables vendors to remain compliant with their QC percentage review compliance

• Enables vendors to see missing required photo labels

QC Review Requirements and Information

• Vendors are required to review 100% of their SPI net orders placed in their queue for review

• A SPI net order is an order that was caught as a discrepancy by a net that SPI has set to catch designated criteria

• SPI net orders are only generated by the net that SPI sets

QC Review Requirements and Information

• SPI orders will not generate from the voluntary nets set by vendors.

• QC review percentage is used as one of the determining factors in deciding who receives work each month.

Accessing the Quality Control Review

• The QC module can be accessed by logging into INSPI2

• From there, go to the Subcontractors Tab • On the left-hand side, select Quality Control

Accessing the Quality Control Review

Accessing the Quality Control Review

Accessing the Quality Control Review

Understanding the QC Review Page

• Review page order data (each column is sortable) – Inspector column is which user the order is assigned to – Order is the order number – Occ. stat. is the occupancy reported by the sub on that

order – SPI net identifies orders caught by the Safeguard

designated net – Rush column identifies orders that are rushes – Due date column shows the day the order is due to

Safeguard – Address columns show the property location

Understanding the QC Review Page

• Review page order data (each column is sortable) – TZ column shows what time zone of the sub who

submitted the order – Code identifies the work code of that order – Interior, exterior, other and damage show what type of

discrepancy caught – Photos submitted and photos required show the number

of photos attached to the order and if those photos satisfy the photo requirement

Understanding the QC Review Page

• Occupancy status reported – OCC is occupied – VC is vacant – PVC is partially vacant – GC is gated community – BAD is bad address – UNK is unknown – VCL is vacant land

Identifying a SPI Net Order

• The SPI net orders can be identified two ways: – Sort the QC Review Order list by the SPI Net column. – SPI net orders will show as “Y” in this column – Identify the red SPI net badge in the Work Order Details

box within the order being reviewed

Identifying a SPI Net Order

Identifying a SPI Net Order

Identifying a QC Order

• To review a particular order for QC, click any where on an order row. This will take you inside the order.

Identifying a QC Order

Identifying a QC Order

Identifying a QC Order

Reviewing a QC Order

• After review of the photos and results, the vendor has a choice to approve, reject, or modify the order:

Reviewing a QC Order

• Orders approved will be submitted to Safeguard provided it also meets the photo requirements

• Orders modified can be reviewed and have changes made prior to submission to Safeguard also required to meet photo requirements

• Orders rejected can be sent back to the sub with multiple options

Rejecting a QC Order

• When rejecting an order back to a sub, vendors have multiple options – Full results and photo reject – Just results reject – Partial results reject – Just photos

Rejecting a QC Order

• Full result and photo reject deletes all results and photos for that order

• Just results reject deletes only the results, but keeps the photos submitted

• Partial results reject deletes all results after a selected point in the script and keeps all photos

• Just photos reject deletes all photos on the order, but keeps the results submitted

Rejecting a QC Order

• All types of rejected orders allow for feedback and instruction back to the sub who submitted the order

• All orders rejected have an option for review again upon resubmission

Setting Up a QC Net

Setting Up a QC Net

Setting Up a QC Net

Setting Up a QC Net

Applying a QC Net to Subs

Applying a QC Net to Subs

Ensuring QC Compliance

• Vendors are required to review 100% of their SPI net orders placed in their queue for review

• All orders reviewed, approved, modified and approved, and rejected count towards QC compliance credit

• All orders approved without review and orders pulled by Safeguard at 9:30 PM local vendor time due to no review do not count towards QC compliance credit

Ensuring QC Compliance

• Each day orders that are due that day, are past due, or are reported vacant or partially vacant will be pulled at 9:30 PM vendor local time if not reviewed

• Orders not due yet will remain in the vendors’ queue for review up until the due date unless reviewed prior

Questions?