Create the regulatory codes your inspections check against, define the compliance statuses that represent a failure, and associate codes with questions. Inspections then generate Regulatory Code Violation records automatically.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| Available in orgs where Field Service and Discovery Framework are enabled. |
| User Permissions Needed | |
|---|---|
| To create regulatory codes and define compliance statuses: | Customize Application |
| To create and edit flows: | Manage Flows |
Set up Data Capture. Confirm that the regulatory code and violation objects are available in your org.
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Create the regulatory codes that your inspections check against.
Give each code a name, subject, description, and type, specify its effective dates, and select a regulatory authority. See Create Regulatory Code Records.
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Define the compliance statuses, and mark the ones that represent a failure as
violating.
- From Setup, open Object Manager, and select Inspection Assessment Indicator.
- Select Fields, and then open the Assessment Question Status field.
- In Assessment Question Status Picklist Values, add or remove the statuses that your inspections use.
- Edit a status, and then select Violation to mark it as violating.
- When you build the form, associate each question with the regulatory code it checks against. See Build Forms with Question Sets.
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Prime the regulatory codes and reference data for offline use with Briefcase
Builder.
Test sync and search performance for your data volume before rollout. See Briefcase Builder.
- Give mobile workers access to the regulatory code and violation objects in their Data Capture permission set. See Assign Data Capture Permissions to Mobile Workers.
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Test an inspection in the Field Service mobile app.
Complete the form, set a violating compliance status on a question, and submit. Confirm that Salesforce creates a Regulatory Code Violation record for each question that has a violating status.