To update the outcome of a repair inspection

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The procedure to update the outcome of 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 against which an inspection outcome is to be recorded. 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 matching the specific inspection with an outcome to be recorded. The Details tab is activated.
  7. Click on Update Outcome. The Outcome Details window is displayed.
  8. Using the Outcome drop-down field, select an appropriate parameter value for the inspection outcome e.g. Scope of work identified, No further action required, etc.
  9. Use the Outcome notes field to add contextual information in support of the Outcome selected.
  10. Enter the Outcome date using the calendar icon () or type in the value directly 3.
  11. Select the Late completion reason and enter an accompanying Late completion note, as appropriate 4.
  12. Click on Save.


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 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.

4 These fields are active only in the instance where the Outcome date exceeds the Target completion date for the inspection.


See related topics...

Repairs inspection management overview

To add a repair inspection

To cancel a repair inspection

To allocate a repair inspector

To define the user profile

Using the search facility