Performance based Inspection Sampling

If a Promoter has no sample inspections assigned to them in Street Manager and we carry out an Inspection on them, will it go to Street Manager and if it does what will it go as?

When the Street Manager rejects these Inspections, Confirm will recognise it automatically and will resend them to Street manager as routine on the next run. Inspection comments will also be appended with the resend information.

Will the Confirm restrict the creation of Sampled Cat B/Cat C Inspections from the Programmed Inspection screen?

Programmed Inspection Screen will no longer be able to generate sampled B and C inspections.

If a Routine Inspection is already programmed in Confirm, will it be superseded with a Sample Inspection if Street Manger generates a Sample for the same permit?

Routines will not be treated as sampled in Street Manager.

The following are the criteria for an Inspection to be included in the sample list, per category:

1. Category A - undertaken during the progress of the Works.
2. Due to short-term nature of category A sites, Street Manager will determine the target and track the progress towards it but will not generate samples.
3. Inspectors are expected to select category A sites at random, with the use of API and/or in-house tools and procedures.
4. Category A Sample inspection can be recorded once the Inspection quarter has been started and the target number set.
5. Caution: Category A Sample inspections cannot be recorded once the target has been reached or the quarter has been stopped.
6. Category B - Undertaken within the six months following interim or permanent reinstatement date i.e. the reinstatement date specified when added. Work records eligible for this category would be those with a reinstatement carried out less than six months ago and would expire from sampling when the latest reinstatement was six months old or greater.
7. Category C - Undertaken within the three months preceding the end of the guarantee period for permanent reinstatement only. Work records eligible for this category would be those with a guaranteed end date coming up within the next 3 months and would expire when the end date is reached.

Will Confirm clear out any pre–April 2023 Sample Inspections that have not had an Inspection outcome recorded?

It is advisable for customers to send out all the pending Inspections before April 2023 to Street Manager. If the 'Delete on Expire' flag is checked then we are planning to delete them. But things are still in progress. Once Street Manager generates samples, all the old samples will be removed in Confirm.

If Cat A's are not included how are these generated? How do we add them as sampled if now the check box will be deactivated? If we are generating in Street Manager and were to decide to have the inspectors undertake and record their Inspections directly into Street Manager would Confirm pick that up and still be used for the reporting?

Using what's going on from Confirm Connect. Also can be done manually by creating Programmed Inspections. Street Manager will treat Cat A as sampled even if it is sampled or not.We are planning to follow the same process we were doing earlier. Our utility will do that based on the Streets, Routes assigned for the Action officers. Maximum Inspection allowed etc.

How is the invoicing/charging going to work if we don't have the agreements from the utilities?

Inspection Units must be discussed and agreed amongst Authority and Promoters before starting the quarters in the Street Manager interface.

Will we still be able to do additional Cat A/B/C beyond the sample numbers or will we need to select a Routine option?

Yes. But Street Manager will reject them after they passed their Targets and Confirm will resend them again as Routine on the next run.

How Performance Based Inspection Sampling process looks like in Street Manager?

Routines will not be treated as sampled in Street Manager.

The following are the criteria for an Inspection to be included in the sample list, per category:

1. Category A - undertaken during the progress of the Works.
2. Due to short-term nature of category A sites, Street Manager will determine the target and track the progress towards it but will not generate samples.
3. Only the HA admin can add, edit and remove Promoters from the Performance Based Inspections list, as well as view, set and update their quarterly Targets.
4. Separate targets for A, B and C categories need to be set for a Promoter, before samples can be generated and outcomes recorded for that Promoter.
5. Any number of Promoters can be added to the system, but the number of Works selected for Sample Inspections, at any single time, is limited to 4000.

Example: at the start of the quarter

A Promoter was set, with a target of 10 Cat B Inspections.

1. Depending on the choice made by the HA admin, assuming enough eligible Works records available:
2. Requesting up to 33% would results in 3 Sample Inspections being generated.
3. Requesting up to 66% would results in 6 Sample Inspections being generated.
4. Requesting up to 100% would results in 10 Sample Inspections being generated.

Example: during the course of a quarter

A Promoter was set, with a target of 10 Cat B Inspections.

1. 5 Cat B Inspections have already been conducted, during the quarter, and their outcomes recorded as: “Pass”, “Fail - Low” or “Fail - High"
2. Depending on the choice made by the HA admin, assuming enough eligible Works records available:
3. Requesting up to 33% would results in no additional Samples.
4. Requesting up to 66% would results in 1 Sample Inspection being generated.
5. Requesting up to 100% would results in 5 Sample Inspections being.

Example: at the end of the quarter

A Promoter was set, with a target of 10 Cat B inspections.

1. 10 Cat B Inspections have already been conducted, during the quarter, and their outcomes recorded as: “Pass”, “Fail - Low” or “Fail - High”.
2. System will not generate any further Cat B Sample Inspections for that Promoter, as the target was met in full.

When Street Manager user interface will be switching onto the new Performance based Inspection process?

Street Manager will be switch to their new Interface for Performance based Inspection process on 30th March 2023. Street Manager admin users can then enter their Promoters, set their Targets and start the quarter later.

What will happen to the additional Category B and C that are send on a Works post April 2023?

Street Manager will reject those additional inspections and Confirm will resend it again as routine. Inspection comments section will be appended with the resent information.

Will Street Manager rejects any Category A Inspection that exceeds the Target specified for Promoter post 1st April?

Yes, Street Manager will reject those Inspections and Confirm will resend it again as routine. Inspection comments section will be appended with the resent information.

What is expected from customers on 1st April?

Authorities are expected to enter their Promoters and enter their Inspection units after an agreement with their Promoters, set the target and start the quarter. They can then use Confirm Inspection target screen to generate Sample Inspections and Import them into Confirm as Programmed Inspections.