Conducting an Assessment - Physical Inspection

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Last updated: Jul 31, 2024 by Chloe Duveen
4 min read

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This article will explain how to place items down onto the floor plan, and go through the gap analysis process for selected item categories.

Written Instructions:

Although Circadian Risk has designed our software so an assessment can be conducted without a floor plan, we highly recommend using floor plans if you can gain access to them. We truly believe the visual aid and placement of items on the floor plan is the best use of the software, and allows for a more valuable assessment process.

Conducting an Inspection

An inspection (in contrast to an interview) are items that are tangible and observable. They can be placed down on a floor plan, and have pictures taken on them. Examples of this would include cameras, bollards, and other countermeasures you would see at a facility.

  1. The assessor will select the location node that they would like to perform the physical inspection at.

    1. First, select the location (building, floor)

    2. Then, select physical inspection for that site.

       

  2. Once the correct location node is selected, the assessor will have a list of items that will be able to be dropped onto the map where they are observed.

     

  3. To add items to the map as you come across them during an assessment, click on the gray plus sign that is next the names of the item categories. You will be able put into item placement mode, where you can now click on the map where you would like to place this item.

     

     

  4. After clicking on the map, the item icon will appear right where you have placed the item.

     

  5. The assessor will now have the item inspection available on the left side of the screen: where they can:

    1. Mark the item as being present of missing

      1. Present: the item is physically present and the assessor can see and inspect it

      2. Missing: the item is missing from the facility and needed to be installed/added in this location

    2. Fill out the location description for the item

    3. Fill out whether the item is located on the interior or exterior of the location

    4. Make any additional notes about the item being inspected

    5. Answer gap analysis questions about the specific item category

      1. from within the gap analysis, the user can:

        1. Answer the gap questions

        2. Add a description

        3. Make recommendations

        4. Even annotate photos that are uploaded

          1. Curious about best practices and tips when uploading photos using Circadian Risk? Visit our file/photo upload best practices guide page!

  6. After you complete filling in the information for the item above, fill out the gap analysis questions, and add photos and recommendations, you will click on the map button in the top right portion of the page. You will be brought back to the floor plan with your item assessed. As a guide for the logos:

    1. Solid Red = An item that has at least one question answered deficiently.

    2. Red with Dotted Marks = An item that is missing from the location and needed to be implemented

    3. Solid Blue = An item that has had all questions answered in compliance.

    4. Gray = An item with incomplete answers that needs to be completed

       

       

  7. You will repeat the above process as you go through assessing the items at your locations. You can add as many items as you like. This physical inspection portion of the assessment is complete once the assessor has reviewed and marked everything relevant at this site.

When uploading a photo, ensure that you click the save button in the bottom right portion of the photo upload screen. It will not save the photo unless you click this save button.

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