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Tier 8 · Master Specialist and Technical Leadership

Technical audits and expert inspections

How an audit, inspection, observation, investigation and commissioning differ, how to plan a check, record evidence and word a finding, and how to verify a correction. Worked examples use AFS fabrication limits, piece counts and survey coverage.

4 lessons · about 45 min · 12 diagrams · 4 videos

Version 1.0.0

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Lessons

0 of 4 complete

  1. Lesson 1 · 12 min · 12 slides · 9 questions

    Technical audits and expert inspections: principles and terminology

    Five words that overlap in daily use, the three parts of every finding, what a non-conformance report is, the difference between quality control and quality assurance, who the expert is, and what any inspection cannot tell you.

    You will be able to: Define audit, inspection, observation, investigation and commissioning, name criteria, evidence, finding and non-conformance report, say who counts as an expert, and state the safety boundaries.

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  2. Lesson 2 · 11 min · 11 slides · 8 questions

    Technical audits and expert inspections: materials, standards and design constraints

    The layers of criteria, why inspection intervals differ by product and warranty, what infrared and electrical methods cover, how to cite a standard by its scope, and the AFS limits a shop order is checked against.

    You will be able to: Name the layers of criteria an audit compares against, compare published inspection intervals and survey methods, say what a standard's scope does and does not cover, and read AFS's limits and nominal thicknesses.

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  3. Lesson 3 · 11 min · 12 slides · 8 questions

    Technical audits and expert inspections: methods and worked application

    A step-by-step audit method, the checkpoints on a parapet coping, how to record evidence and word a finding, three worked examples with units, and how AFS's own stage records and takeoff flag follow the same logic.

    You will be able to: Plan an audit with criteria, sample and milestones, build a checklist, record evidence and write a finding, then apply the method to an order line, a run of pieces and a survey.

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  4. Lesson 4 · 11 min · 11 slides · 8 questions

    Technical audits and expert inspections: defects, verification and case study

    Evidence versus opinion, independence, why interior leaks need investigation, why a leaking roof is not accepted, how to verify repairs building-wide, what an expert opinion needs, and an illustrative three-record reconciliation.

    You will be able to: Tell a finding that rests on evidence from an opinion, separate a checker with a stake from an independent one, explain why a leak may not be at the leak, verify a correction, and reconcile separate records in a case study.

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Practical task

Part 1 (shop): audit three illustrative order lines against the AFS limits in this module, one with every limit met, one blocked by gauge and one with an end flange that is too short, and keep a findings log. Part 2 (field or office): write a one-page observation plan for a parapet coping installation with milestones, a checklist whose items each name their source document, the evidence you will keep and a blank non-conformance report.

Hand in

  • A decision rationale for each order line: the criteria used, the result (OK, shop review or blocked) and the limit that decided it
  • A marked-up sketch of the parapet coping section with each checkpoint lettered, as in the module figure, and the document each checkpoint comes from
  • An assumptions sheet with units: leg lengths, hem fold, piece length, gauge and thickness, each labelled AFS register, source document or assumed
  • A quality checklist for the coping observation, grouped as field and shop items, with the source of each item
  • A defect analysis for one finding: place, observation with unit, criterion and its document, result, the correction and how you will verify it

Rubric

CriterionMeets the standard when
CriteriaEvery result names the criterion and the document or AFS register it came from; no sampling rate, tolerance or code limit is invented.
CalculationsGirth, piece count and any survey coverage are worked with units and match the limits in the module.
EvidenceEach finding gives the place, the observation with its unit, the criterion and the result, and says what could not be judged.
Independence and limitsThe plan says who checks, whether they have a stake, and what the checks cannot show; no finding is written as a legal conclusion.
VerificationEach correction has a way to verify it and says whether it must be checked elsewhere in the building or order.

Module quiz

10 questions drawn from a bank of 33; a new set each attempt. Pass mark 85%.

1. When does NIBS say a non-conformance report is generated?
2. How does NIBS say mock-ups and testing must be scheduled?
3. What does UFC say about quality control requirements?
4. Which is one of Rule 702's requirements for expert testimony?
5. How much of the roof surface does infrared thermography survey, per UFC?
6. What is the longest piece AFS's folder can make?
7. How does UFC say to locate interior leak damage?
8. What does UFC say about how often to inspect all roofs?
9. What does an investigation do that an inspection does not?
10. What makes a peer review independent under NIBS Guideline 3?