To cancel a repair inspection

The procedure to cancel 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 containing the specific repair request for which an associated inspection entry needs to be cancelled. The Repair Request window is displayed.
5. Click on Inspections. The Inspections tab is activated and all recorded inspections are displayed in the List of Inspections summary table.
6. Double-click on the row containing the specific inspection entry to be cancelled. The Details tab is activated.
7. Click on Cancel Inspection. The Inspection status is changed to Cancelled and all entry fields become inactive 3.

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 Where an appointment already exists for the inspection, the end user will be asked to affirm cancellation of both the inspection and the appointment.

See related topics...

Repairs inspection management overview

To add a repair inspection

To allocate a repair inspector

To define the user profile

Using the search facility