To add a repair inspection

The procedure to add a repair inspection is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row matching the specific repair request for which an inspection is required. The Repair Request window is displayed.
5. Click on Inspections. The Inspections tab is activated.
6. Click on Add Inspection.
7. Use the Inspection details field to add any contextual information about the scope of the inspection.
8. Use the Access notes field to add any contextual information relevant to gaining access to the asset e.g. during working hours the contact is able to make a key available via the neighbour.
9. Using the Inspection type drop-down field, select the appropriate parameter value e.g. Pre Inspection, Work In Progress (WIP) Inspection, Post Inspection, etc 3.
10. Using the Priority drop-down field, select a parameter value appropriate for the repair e.g. Emergency, Urgent, Routine, etc. The Target start date and Target completion date will be derived from the rules linked to the Priority.
11. Enter the Estimated time (duration in minutes) of the inspection into the field provided.
12. Using the VAT drop-down field, select the appropriate VAT code for the repair e.g. Standard Rate (Recoverable), Standard Rate (Irrecoverable), Exempt, Zero Rated, etc.
13. The Inspection status defaults to Entered and can be updated as the inspection progresses; similarly, the Financial status is set to Not Invoiced.
14. Click on Save. A system-generated reference number is assigned to the inspection.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only Pre Inspection will be available for selection when the repair request is first recorded.

See related topics...

Repairs inspection management overview

To raise a repair request

To cancel a repair inspection

To define the user profile

Using the search facility