| Confirm interface with Street Manager / Field Mappings | |
Street Works Inspections are changing from an Annual 30% sampling size to a Performance-Based Approach. This comes into effect on the 1st of April 2023. The system responsible for generating and storing Inspection sample figures, targets and for generating Sample Inspections is changing. This will now be done in Street Manager. Confirm Users are requested to send their pending Inspections to Street Manager prior to 1st of April.
Authority Street Manager’s Admin access Users are required to setup their Promoters in the Street Manager Interface. 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.
To start generating samples, HA user must start a quarter and add Promoters that are to be part of the process in the Street Manager Interface.
Once this activity is performed in the Street Manager, User can use Confirmweb Interface to generate Sample Inspections in the Street Manager. Sample generation is a process requested by HA Admin User.
For more information about setting Promoters, updating Sample Inspection Target and generating Sample Inspections in the Street Manager, please refer the link - https://department-for-transport-streetmanager.github.io/street-manager-docs/articles/business-rules-version-1-43.html#18-sample-inspections
Now there is an ability for Users to Start and End Quarter for their Performance based Inspection process via Confirm.
A new Start or End Quarter option is available on Sample Inspection Target screen in Confirm. Start and End Quarter option will be available only for HA Admin Users.
User can start the Quarter on the first day of the Quarter. Once the Quarter is started all the expired Sample Inspections will be removed from Confirm.
On Starting Quarter , Start Quarter button disappears and End Quarter button will appear. End Quarter button will be in disabled mode till the end date of the Quarter is reached.
Confirm Task processor service will be used to import the generated Sample Inspections into Confirm. The process will start once in a day, but may take some time to fully complete.
Users can also import Sampled Inspections from the Street Manager on an ad hoc basis using the 'Import Sample Inspections' option in the Confirmweb. Imported Sampled Inspections will be assigned to the relevant Action officer based upon the Inspection Route and available quota for Inspection.
Sampled Inspections that does not find any suitable Action officer, will be defaulted to a “Default Action officer” during Import into Confirm. This Default Action officer is a configurable setting in the Street Manager System Settings screen in Confirmweb.
You are are advised to change this default officer or make sure that the work group of this Default Action officer is in sync with their other Street works Inspectors work group.
Imported Sampled Inspection can be viewed in the Programmed Inspection screen in Confirm. Sampled Inspection reference will be specified under the Notes field. For more information on field mapping for Performance Based Inspection, please refer the Mapping Document.
Any new addition to the Sampled Inspections in the Street Manager, will be imported into Confirm and a new entry will be made in the Programmed Inspection screen in Confirm.
Any updates to the existing Sampled Inspections in the Street Manager, will also be imported into Confirm and an existing Programmed Inspection will be overridden accordingly in Confirm.
Any expiration to the existing Sampled Inspections in the Street Manager, will also be imported into Confirm and an existing Programmed Inspection will be deleted accordingly in Confirm.
Once, Sampled Inspections are Imported into Confirm, Actual inspections can be performed using the Confirm Enterprise and Confirm Connect as usual. There is no change in the Actual Inspection workflow in Confirm. Once User creates an Actual Inspection in Confirm, they can send it to Street Manager as usual.
Post April 2023, Street Manager will reject any additional Category A, B and C Inspections that exceeds their Target for the Quarter for a Promoter. In that case, Confirm User would get an error and Confirm will resend this as Routine Inspection.
In addition, only 1 Category B or C Inspection will be allowed on a Work. Street Manager will reject any additional Category B or C Inspection on a Work and Confirm will then resend this as Routine Inspection.
| Street Manager Field | Confirm Field | Notes when importing into Confirm from Street Manager | Notes when exporting from Confirm to Street Manager |
|---|---|---|---|
| Promoter | Organisation | Sets the Promoter Organisation of the Work | |
| Works Reference | Works Ref. | Sets the incoming value | |
| Site No. | Sets based on the trench selected while getting the From and To date | ||
| Inspection category | Category | Sets the incoming value | |
| From | Sets based on category | ||
| To | Sets based on category | ||
| Notes | Sets to Imported from Street Manager along with reference and sites etc | ||
| Originating Defect No. | By default sets to Null | ||
| Sampled | All the importing records is sampled | ||
| Delete when expired | By default sets to 'N' | ||
| Printed | By default sets to 'N' |