Inspection Record - Managing Inspection Contacts

Inspection Record - Managing Inspection Contacts

Purpose

  1. To review how to manage Inspection Contacts.

Video


Instructions

1. When recording an Inspection, Click on Contacts. Current contacts will be in the contacts list. Contacts are shared between Pre-Plans and Inspections. Note the contact attributes column. See contact attribute information below.


When recording an Inspection, Click on Contacts. Current contacts will be in the contacts list. Contacts are shared between Pre-Plans and Inspections. Note the contact attributes column. See contact attribute information below.



2. Select to edit a contact.


Select to edit a contact.



3. Select to delete a contact.


Select to delete a contact.



4. To add a new contact, Click on Add.


To add a new contact, Click on Add.



5. Enter Contact Information as appropriate.


Enter Contact Information as appropriate.



6. Use slider to mark the contact as Inspection Contact. Required to have an Inspection Contact. Only one Inspection Contact can be marked per Occupancy.


Use slider to mark the contact as Inspection Contact. Required to have an Inspection Contact. Only one Inspection Contact can be marked per Occupancy.



7. Use slider to mark the contact as Primary Occupancy Contact. Only one Primary Occupancy Contact can be marked per Occupancy.


Use slider to mark the contact as Primary Occupancy Contact. Only one Primary Occupancy Contact can be marked per Occupancy.



8. Click on Receive email for inspection report. Any contacts that need to be sent the Inspection Report via email can be selected. An email address has to be entered to activate the check box.


Click on Receive email for inspection report. Any contacts that need to be sent the Inspection Report via email can be selected. An email address has to be entered to activate the check box.



9. Click on Save.


Click on Save



10. To add a Vendor Contact, select Vendor Contacts, then select Add Vendor Contact.


To add a Vendor Contact, select Vendor Contacts, then select Add Vendor Contact.



11. Enter a name or address of a Vendor, select the appropriate vendor and then Save.
  1. If the Vendor is not found, select Vendor Directory and add them to your Vendor List.
  2. The Vendor in your Vendor List is required to have a contact listed for this feature to function.

Enter a name or address of a Vendor, select the appropriate vendor and then Save.



12. Select Edit to update or add attributes for the Vendor Contact. This is a necessary step to include a signature block in the Signatures section of the Inspection Record.


Select Edit to update or add attributes for the Vendor Contact. This is a necessary step to include a signature block in the Signatures section of the Inspection Record.



13. Update Vendor Contact Attributes and then Save.
  1. Vendor Signature (places a Vendor Signature Block in the Inspection Signatures Section).
  2. Only one Vendor Contact can be selected for Vendor Signature.
  3. Check to receive emailed Inspection Report.

Update Vendor Contact Attributes and then Save.



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