The procedure to view a repair inspection delay 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 delay has been recorded. The Repair Request window is displayed.
- Click on Delays. The Delays tab is activated and all recorded inspection delays are listed in the Delays summary table.
- Double-click on the row matching the specific inspection delay to be analysed. The Delay Details window is displayed, revealing all information pertinent to the delay.
- Optionally, adjust the Start date and Delay period, as required, to reflect a change of circumstances.
- Click on Save. The applied changes are displayed in the Delays summary table.
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.
See related topics...
Repairs inspection management overview
To add a repair inspection delay
To add a repair inspection
To define the user profile
Using the search facility
