How to Manage Inspection Standards
About 637 wordsAbout 2 min
I. Function Introduction
Inspection standards are the core framework for enterprise risk management, enabling:
- Standardized Templates: Unify norms for various inspection tasks
- Digital Transformation: Convert enterprise standards into executable indicators
- Process Standardization: Ensure standardized inspection operations
- Result Quantification: Achieve measurable and analyzable inspection outcomes
Core Value:
- Improve inspection consistency
- Strengthen process control
- Support data-driven decision making
- Ensure compliance auditing
Access Entry:
- Administrator logs into management backend
- Navigation menu select: 【Inspection Standards】→【Inspection Standards】

II. Add Inspection Standards
1. Single Addition
Operation Steps:
- Click "New" button on toolbar
- Detailed guide: How to Add Inspection Standards
2. Batch Import
Operation Steps:
- Click "Import" button on toolbar
- Detailed guide: How to Batch Import Inspection Standards
III. Scope Restriction Configuration
Operation Steps:
- Locate target inspection standard
- Click "Scope Restrictions" button in operation column

Configuration Rules:
| Configuration Item | Description | Logic Relationship |
|---|---|---|
| Restrict Plan | Specify applicable inspection plans | AND relationship (Must all be satisfied) |
| Restrict Department | Specify applicable executing departments | |
| Restrict Role | Specify applicable personnel roles |
Configuration Instructions:
- Can add multiple restriction conditions
- Conditions are "AND" relationship (must all be satisfied)
- System automatically excludes non-compliant standards
- Supports multi-level nested condition combinations
IV. Standard Management Operations
1. Modify Standard
Operation Steps:
- Locate target standard
- Click "Edit" button in operation column
- Modify content:
- Basic information
- Inspection items
- Scope restrictions
- Click "Save" to submit
2. Delete Standard
Operation Steps:
- Locate target standard
- Click "Delete" button in operation column
- Confirm deletion operation
Precautions:
- Referenced standards cannot be deleted
- Historical records require archival retention
- System core standards are protected
V. Category Directory Management
1. Directory Operation Guide
| Operation | Steps | Illustration |
|---|---|---|
| Add Top-level Directory | 1. Hover mouse over "Directory" text 2. Click "Add Directory" 3. Enter name and click blank area | |
| Add Subdirectory | 1. Right-click target directory 2. Select "Add" 3. Enter name and click blank area | |
| Rename Directory | 1. Right-click target directory 2. Select "Modify" 3. Enter new name and click blank area | |
| Delete Directory | 1. Right-click target directory 2. Select "Delete" 3. Confirm operation | |
| Adjust Order | Drag directory to target position |
2. Directory Management Standards
- Naming Conventions:
- Top-level directories: By business type (e.g. "Electrical Inspection")
- Second-level directories: By area/equipment (e.g. "Power Distribution Room")
- Third-level directories: By inspection type (e.g. "Daily Inspection")
- Hierarchy Control:
- Recommended ≤3 levels
- ≤20 items per level
- Sorting Rules:
- Sort by usage frequency
- Prioritize important directories
VI. Best Practices
1. Standard Management Strategies
- Version Control:
- Major.Minor version (e.g. v1.2)
- Major modifications upgrade major version
- Retain historical versions (≥3)
- Permission Management:
- Creator: Full permissions
- Executor: Read-only permissions
- Change Management:
- Impact assessment before modification
- Approval process for major changes
- Notify relevant personnel after changes
2. Scope Restriction Application Scenarios
| Scenario | Restriction Combination | Application Effect |
|---|---|---|
| High-risk Equipment Inspection | Restrict Plan: Equipment Special Inspection Restrict Role: Equipment Engineer | Only visible to equipment engineers during special inspections |
| Area Safety Inspection | Restrict Department: Safety Supervision Dept Restrict Role: Safety Specialist | Only visible to safety specialists in department plans |
| Emergency Drill Inspection | Restrict Plan: Emergency Drill Restrict Time: During drill | Only active during drills and corresponding plans |
VII. Precautions
1. Scope Restriction Configuration
- Condition Conflicts: Avoid mutually exclusive conditions (e.g. restricting both Dept A and B)
- Performance Impact: ≤5 restriction conditions per standard
- Test Verification: Simulate effectiveness after adding
2. Directory Management
- Deletion Protection: Non-empty directories cannot be deleted
- Unique Naming: Directory names must be unique at same level
3. Data Security
- Modification records audited
- Regular directory structure backups
