In this article, we’ll cover what each Visi can be used for, how to create a Visi in both the mobile and web apps and some helpful tips to keep in mind.
Visis are the building blocks of Visibuild and there are 4 types you can create: Inspections, Tasks, Issues or NCRs. Visis represent work that needs to be completed and each one serves a different purpose.
When to create each Visi
Inspection
When you’re out in the field, create an Inspection Visi and track all Issues or Tasks you notice that need to be completed. This could be a site walk, a defect walk or any other type of Inspection. Unlike all other Visi types, an Inspection contains a checklist section where you can add multiple Tasks or Issues. You can think of an Inspection Visi as a “parent” that manages the status of all the “child” Visis and attachments added to it.
You can also create an Inspection directly from a project template. This is useful for any set project Inspections that need to occur multiple times often called ITPs (Inspection and Test Plans).
To read more about the what, why, when and how - read "How to create an Inspection".
Task
A Task Visi is a item of work that needs to be completed on the project, this could be a personal Task eg. “Chase up permanent balustrade to replace temporary handrail" or it could be a specific Task related to a templated Inspection “Check pressure test results match the project spec”. Tasks can be created standalone or as child Visis inside an Inspection to detail each check that needs to occur.
Issue
An Issue Visi represents an Issue that has been observed on the project. Typically Issues are related to work that has already occurred whereas Tasks are focused on work that needs to happen.
NCR (Non Conformance Report)
An NCR Visi represents a more serious Issue where work has not been completed to the correct specifications or fails to meet quality standards. The definition of what constitutes an NCR in your company will determine when this Visi type should be used rather than just an Issue. Typically the difference between an Issue and an NCR is that an NCR requires more significant work to resolve and poses more risk to the project if not rectified.
How to create a Visi
Step 1
via Mobile App: Simply click the big blue + and select the Visi type you would like to create.
via Web App: Click the blue '+ New' button and select the Visi type you would like to create.
Step 2
Complete in the required metadata: title, location and assignee and click 'Create'.
Helpful Tips:
If your Visi doesn't have a specific location: Assign it to the top of the tree (project name), you can change this later if required.
Use the Inspection function: Say you're completing a site walk, and you expect to be assigning a number of items to team members, or just action items for yourself. You can create these within one Inspection, that way you will always have one point of reference.
Not sure who's responsible?: Assign Task's to yourself, it's easy to change who is responsible later.
If there are templates available in the project, click on the 'Template' field box and select a template from the dropdown list. If there are no templates available, read this article on how to create a template.
Once a Visi has been created it will default to the status: Open and the assignee will be notified.