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When inspections are created by the maintenance inspector, they initially have a status of draft. This allows for multiple inspection items to be added whilst the maintenance inspector is on-site. At the completion of the inspection, the inspection is finalised, allowing the maintenance inspector to create a maintenance inspection document, in PDF format, to be signed and, if required, emailed to the client. Signing the inspection adds the current date against the inspection.
Inspection List
Column | Description |
|---|---|
# | Automatically generated inspection number. |
Start | Date the inspection was started. |
Prepared | Date the inspection was prepared. |
Signed | Date the inspection was signed by the maintenance inspector. |
Status | Inspection status. |
Type | Type of inspection. |
Category | Inspection category. |
Inspector | Name of the maintenance inspector. |
| Indicates the presence of notes, visible to the client, relating to the inspection. |
| Indicates the presence of internal notes, not visible to the client, relating to the inspection. |
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Column | Description |
|---|---|
# | Automatically generated inspection item number. |
Location | Location of the inspection item. |
Zone | Zone associated with inspection item. |
Position | Position of the inspection item in the zone. |
Item | Name of the defective item. |
Defect | Specific imperfection relating to the inspection item. |
Responsible | Entity responsible for causing the imperfection. |
Rectification | Entity responsible for fixing the imperfection. |
| Indicates the presence of backcharge. |
| Indicates the presence of notes relating to the inspection item. |
| Indicates the presence of an image relating to the inspection item. |
| Indicates whether the inspection item has been allocated to a maintenance request item. |
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Inspection items are the specific items identified by the maintenance inspector that require further investigation or repair. Before an inspection item can be created, ensure that a new inspection has been created. Multiple inspection items can be created for a single inspection.
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Let's say that a broken toilet bowl has resulted in damage to the surrounding skirting boards in the toilet. In this instance, a second inspection item would be created for the damage and replacement of the skirting boards. |
- From the Select an Open Maintenance Request drop-down list, select an open maintenance request.
- From the Inspection list, select an inspection.
- Tap the Inspection Item list.
- From the Action sidebar, tap New. The Inspection Item dialog will be displayed.
- Enter the details.
- Tap OK. The dialog will close and a new inspection item will be created.
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- From the Inspection list, select an inspection.
- Tap Create File. The Maintenance Inspection PDF file will created and copied to Job Files (see About Job Files).
Signing An Inspection
When the maintenance inspection PDF has been created and signed via the Tablet PC pen, the inspection needs to be signed off.
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This dialog is used to create a new on-site inspection.
General Group
Field | Description |
|---|---|
Number | Automatically generated inspection number. This field is locked and cannot be edited. |
Inspector | Staff member investigating the maintenance request. Click the Inspector popup button to select. |
Type | Type of warranty. This field is locked and cannot be edited. |
Category | Inspection category. Click the Category popup button to select. Example: Initial Inspection, Re-Inspection, Sign-Off Inspection. |
Status | Inspection status. This field is locked and cannot be edited. |
Client Contact | Client present during the inspection. Click the Client Contact popup button to select. |
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This dialog is used to create a new inspection item.
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The Advanced view contains more inspection item selections than the Simple view. |
Inspection Item Dialog Sidebar
The Inspection Item dialog sidebar contains the following options:
Action Group
Action | Description |
|---|---|
Add | Add an inspection item to the Inspection Items list. The highlighted inspection is copied and the# column is updated. |
Update | Update the currently selected inspection item. Use this to modify a currently selected inspection item. |
Delete | Delete the currently selected inspection item. |
Default | Reset the Select and Enter Item Details group to the default selections. |
Close | Close the dialog. |
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Field | Description |
|---|---|
# | Internally generated inspection item number. |
Location | Location of the inspection item. |
Zone | Zone associated with inspection item. |
Position | Location in the zone of the inspection item. |
Item | Name of the defective item. |
Defect | Specific imperfection relating to the inspection item. |
Cause | Cause of the imperfection. |
Responsible | Entity responsible for causing the imperfection. |
Rectification | Entity responsible for fixing the imperfection. |
| Indicates that the responsible entity will be backcharged for the inspection item. |
| Indicates the presence of notes relating to the inspection item. |
| Indicates the presence of an image relating to the inspection item. |
| Indicates whether the inspection item has been allocated to a maintenance request item. |
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Adding Multiple Inspection Items
| Info | ||||
|---|---|---|---|---|
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Let's say that a broken toilet bowl has resulted in damage to the surrounding skirting boards. In this instance, a second inspection item would be created for the damage and replacement of the skirting boards. |
On the Inspection Item dialog:
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This dialog is used to create a new inspection item.
| Tip |
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The Advanced view contains more inspection item selections than the Simple view. |
Inspection Item Dialog Sidebar
The Inspection Item dialog sidebar contains the following options:
Action Group
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Action
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Description
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Add
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Add an inspection item to the Inspection Items list. The highlighted inspection is copied and the# column is updated.
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Update
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Update the currently selected inspection item. Use this to modify a currently selected inspection item.
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Delete
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Delete the currently selected inspection item.
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Default
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Reset the Select and Enter Item Details group to the default selections.
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Close
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Image Group
Image | Description |
|---|---|
Capture | Tap to capture an image. |
Clear | Tap to clear the image. |
View | Tap to view the image. |
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Field | Description |
|---|---|
# | Internally generated inspection item number. |
Location | Location of the inspection item. |
Zone | Zone associated with inspection item. |
Position | Location in the zone of the inspection item. |
Item | Name of the defective item. |
Defect | Specific imperfection relating to the inspection item. |
Cause | Cause of the imperfection. |
Responsible | Entity responsible for causing the imperfection. |
Rectification | Entity responsible for fixing the imperfection. |
| Indicates that the responsible entity will be backcharged for the inspection item. |
| Indicates the presence of notes relating to the inspection item. |
| Indicates the presence of an image relating to the inspection item. |
| Indicates whether the inspection item has been allocated to a maintenance request item. |
Buttons
Button | Description |
|---|---|
| Tap to add an inspection item. The options selected in the Select and Enter Item Details group will be added to the Inspection Items list. |
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Adding Multiple Inspection Items
| Info | ||||
|---|---|---|---|---|
|
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Let's say that a broken toilet bowl has resulted in damage to the surrounding skirting boards. In this instance, a second inspection item would be created for the damage and replacement of the skirting boards. |
On the Inspection Item dialog:
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