Inspector record maintenance overview

A system user account or alternatively members of a contact group can be defined as repair inspectors, with the record then being available for selection within the repair request process. Prerequisite settings dictate that the user account be linked to a role that itself is linked to at least one functional group (typically a geographical area used to categorise assets); similarly, a contact group to which the members are linked must be of type 'inspector'. With these settings in place, both are available to link through to the new inspector, although only one can be selected for each new record i.e. an individual inspector can be linked to either a system user account or a contact group but not both.

An inspector record also includes their hourly rate - the charge levied for conducting an inspection - with historical changes being preserved by maintaining separate entries, although only one rate can be effective at any one time. An inspector must also be linked to one or more definitions, detailing the three possible types of inspection they are able to conduct: Pre-inspection, Work In Progress inspection or Post-inspection, as well as the functional units they cover. Typically, inspectors will cover one particular region but have the ability to conduct multiple inspection types across different repair types (plumbing, brickwork, joinery, etc). At least one definition must be effective in order for the inspector to be available for allocation to a repair inspection. Indeed, multiple definitions can coexist with overlapping dates, thus accurately reflecting the inspector's service expertise.

Separate help articles have been created for each key aspect of inspector record maintenance, including:

• To add a new inspector
• To create an inspector definition
• To define inspector hourly rates