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Report templateInspection status and automatic narratives

Inspection status and automatic narratives

The Inspection status is a structural element of every sub-section. It drives the sub-section’s behavior in the report and triggers, in some cases, the automatic appearance of narratives. This page describes the 4 statuses, why some options are locked, and the automatic narrative mechanism.

The Inspection Status block

Inspection Status block with its 4 locked options

In a sub-section’s editor, the Inspection Status block contains a single composite element, also named Inspection Status:

  • Label (FR): Statut d’inspection
  • Label (EN): Inspection Status
  • Type: Dropdown (Single)
  • Checkboxes: Required (off), Visible in report (on)
  • Options: 4 default options (locked, see below)

The 4 default options

Four statuses cover the cases that may arise for a given sub-section during an inspection:

Option (FR)Option (EN)When to use
Non inspectéNot InspectedThe inspector hasn’t yet inspected this component (initial state).
InspectéInspectedThe component has been inspected. Expected final state for most sub-sections.
InaccessibleInaccessibleThe component exists but couldn’t be inspected (furniture, blocked access, weather conditions).
AbsentNot PresentThe component does not exist on this property (e.g. a fireplace on a house without one).

Why these options are locked

Each Inspection Status option is locked (lock icon next to its label). You can neither delete them nor change their internal identifier. You can only modify their FR/EN label (presentation) and the Automatic narrative checkbox.

The reason: these options are tied to fundamental report concepts. Lumos relies on the status for automatic behaviors:

  • If the inspector activates a narrative in a sub-section, the status automatically flips to Inspected.
  • If the status is Not Present, the sub-section is hidden from the generated report (the component does not exist, no need to talk about it).
  • If the status is Inaccessible, the report explicitly indicates the limitation.

If the user could delete one of these options (e.g. Not Present), the entire automatic hiding mechanism would stop working. That is why Lumos locks these options — you can customize the label but not the mechanics.

The Automatic narrative checkbox

For each Inspection Status option, you see an Automatic narrative checkbox. If checked, selecting this option during an inspection automatically inserts a corresponding narrative in the sub-section.

Concrete example

Imagine a Roofing sub-section with a status configured this way:

  • Inaccessible — Automatic narrative checked, attached to a pre-written Limitation narrative: “The inspector could not access the roof due to weather conditions. A visual inspection from the ground and with a telescope was performed. A new inspection is recommended in dry weather.”

When the inspector selects Inaccessible in their inspection, the narrative is automatically added to the sub-section. The inspector can then adjust or complete it, but the skeleton is already in place.

Without Automatic narrative

If the box is unchecked, selecting the option in the inspection triggers nothing. It is just a technical status with no generated content.

Automatic narratives beyond the Status

The Automatic narrative mechanism also exists on the options of other inspection elements (checkboxes, dropdowns). See GR.7. The principle is the same: checking an option brings up a pre-written narrative linked to that option.

Typical example on a Limitation element of type Checkboxes (Multiple):

  • Option Partially observable with Automatic narrative checked → when the inspector checks this box, a Limitation narrative is inserted: “The component was partially observable at inspection time. Hidden elements could not be evaluated.”

This mechanism turns the template into an intelligent assistant: the inspector makes simple choices (checking boxes, selecting a status), and Lumos pre-fills the relevant narratives.

Customize FR/EN labels

If you want to adjust labels (e.g. “Not observable” instead of “Inaccessible”), modify the Label (FR) and Label (EN) fields directly on the option. The label changes in the inspection and report, but the internal identifier remains — the hiding / auto-status mechanics continue to work.

Add custom options

In addition to the 4 locked options, you can add your own options via the + Add an option button in the Options block. These custom options:

  • Are modifiable (labels, deletion possible).
  • Can have their own Automatic narrative.
  • Have no automatic mechanics (no effect on sub-section visibility in the report).

Use case: if you want a Partially verified status distinct from Inspected, you can add it and attach a Limitation-type automatic narrative.

See also

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