To update the repair inspection status

The procedure to update the repair inspection status is as follows:

Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
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 ().
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.
Double-click on the row containing the specific repair request against which an inspection has been recorded. The Repair Request window is displayed.
Click on Inspections. The Inspections tab is activated and all recorded inspections are displayed in the List of Inspections summary table.
Double-click on the row matching the specific inspection against which a status update is to be recorded. The Details tab is activated.
Click on Update Status. The Select Status window is displayed, revealing the current progression status assigned to the inspection 3.
Using the Status drop-down field, select an appropriate parameter value for the latest status of the inspection e.g. Work In Progress, On Hold, Completed, etc. 4.
Enter the Status date using the calendar icon () or type in the value directly i.e. the date on which the status change came into effect; a time may also be specified using the clock icon () 5.
Using the Status reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of progression status.
Use the Status note field to add contextual information in support of the status change.
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 Once the inspection status is set to Cancelled or Fully invoiced it cannot be updated further.

4 The values available for selection are filtered according to the previously recorded status, and controlled by predefined progression stages as described in the table below.

5 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.

Status	Description	Next Progression Status
Entered	A system-generated stage, automatically assigned when the inspection is first created.	Issued, On Hold, Awaiting Authorisation or Cancelled
Awaiting Authorisation	A system-generated stage, automatically assigned when an end user's inspection value limits are exceeded.	Issued, On Hold or Cancelled
Issued	A system-generated stage, automatically assigned when an inspection appointment has been confirmed.	On Hold, Work In Progress or Cancelled
Work In Progress	A manually assigned stage, denoting that the inspection is under way.	On Hold, Partially Complete, Complete or Cancelled
On Hold	A manually assigned stage that can be employed at any phase of the inspection.	Issued, On Hold, Awaiting Authorisation, Work In Progress, Partially Complete, Complete or Cancelled
Partially Complete	A manually assigned stage, denoting that the inspection has begun but is not yet complete.	On Hold, Complete or Cancelled
Complete	A manually assigned stage, denoting that all aspects of the inspection have been successfully completed.	On Hold or Cancelled
Cancelled	A manually assigned stage, denoting that the inspection is no longer required.	None

See related topics...

Repairs inspection management overview

To update the outcome of a repair inspection

To add a repair inspection

To cancel a repair inspection

To allocate a repair inspector

To define the user profile

Using the search facility