Inspection Record - General Information

Inspection Record - General Information

Purpose

  1. To review the general information fields while recording an inspection.


Related Articles:


Video



Instructions

1. Select an Inspection Type from the drop down menu.


Select an Inspection Type from the drop down menu.



2. If the Inspection Type selected includes timing the Inspection, Click on Confirm to mark time as "On-site." See related KBA for more information.






3. Click on Cancel to mark tine as not "On-site."






4. To change the schedule type, select from the dropdown list.


To change the schedule type, select  from the dropdown list.



5. Click to link Invoices or Permits to the Inspection. See the related KBA for more information.


Click to link Invoices or Permits to the Inspection.  See the related KBA for more information.



6. Select a Shift from the dropdown, if desired.


Select a Shift from the dropdown, if desired.



7. Select a user or team to reassign the inspection.


Select a user or team to reassign the inspection.



8. Click from the dropdown to update the Inspection Contact, if needed. See the related KBA for more information.


Click from the dropdown to update the Inspection Contact, if needed.  See the related KBA for more information.



9. The Status and Completed date and time will automatically update.


The Status and Completed date and time will automatically update.



10. Select a Station from the dropdown, if needed.


Select a Station from the dropdown, if needed.



11. Enter notes, if desired. Notes entered here are not included on the print page for the Inspection.


Enter Notes, if desired.  Notes entered here are not included on the print page for the Inspection.



12. Click to add images or files. The number of files and/or images will be displayed.






13. Drag and drop or Click to upload Images or Files. Click close to close dialog window.


Drag and drop or Click to upload Images or Files.  Click close to close dialog window.



14. Click on Start Video Conferencing. See related KBA for more information.


Click on Start Video Conferencing.  See related KBA for more information.



15. Click on Save to save data at any time.


Click on Save to save data at any time.



16. Click on Close. If the inspection wasn't set to "Complete," it will be in "InProgress" status.





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