To add a new inspector

The procedure to add a new inspector is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Inspectors. The Inspector Details window is displayed.
2. Click on New Inspector. All fields are activated ready for data entry.
3. Using the Inspector (User) drop-down field, select a new inspector from the list of user accounts 1.
4. Alternatively, using the Inspector (Group) field, select an inspector from the filtered contact group list 2.
5. Choose an Effective from date for this new inspector i.e. the date on which the record becomes active 3.
6. Choose an Effective to date if the details need to be reviewed on a specific date or to capture a change of circumstances; a blank field means the inspector record will never expire.
7. Click on Save. The new inspector record is displayed in the alphabetical list 4.

Note

1 Only those user accounts with an 'associated contact' record specified will be available for selection.

2 Only contact groups of type 'Inspector' will be available for selection; where an Inspector (User) entry has already been specified, the Inspector (Group) field will be inactive, and vice versa.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an existing inspector, select an inspector from the alphabetical list (or type their name into the Search Inspector Details field) and repeat steps 3 through 7.

See related topics...

Inspector record maintenance overview

To define inspector hourly rates

To create an inspector definition

To create a new user account

To create a new contact group