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The Inspection Module is a very simple but useful tool to help you make sure that things are being as per requirements. Follow these simple steps to create one:

  • Menu > Inspections > Create New Inspection > Fill in the information & Submit.

 

Please keep in mind that the Inspection number is auto generated so once you hit save it will appear.

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Purpose:

To create an Inspection.

Background:

Building Inspections and material inspections can all be easily handled by Contractor Foreman. Track by Inspections type, Project, Agency or Permit # to make managing Inspections easy. You can even copy an inspection in case of a Failed or Re-Inspect, saving you time in data entry.

Points to Remember:

Required fields are marked with an Asterisk (*.)

Inspections will also show up on your Dashboard (Home Screen)

To save your work, click the blue “Submit” button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If an Inspection needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create a New Inspection:

  1. Navigate to Main Menu
  2. Click on Inspections
  3. Click on blue button “Create a New Inspection” on the left.
  4. Enter the following information:
  • Project: Select a Project from the drop-down box. (Mandatory)
  • Inspection Type: Enter Inspection Type. (Mandatory)
  • Permit #: Enter Permit number.
  • Inspection #: Enter Inspection number. (Mandatory)
  • Permit Expire Date: Enter Expire date for Permit.
  • Assigned To: Select the name of the person who will be doing the inspection.
  • Checklist: Enter a To Do check list. (Check items once it is completed)
  • Attachments: Upload all Photos & Files in link to this Inspection. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
  • Inspection Date/Time: Enter time & date of the Inspection.
  • Notes or Corrections Needed: Enter Notes or Corrections Needed if any.
  • Agency: Select Agency from drop-down box.
  • Inspected By: Enter the name of who did the Inspection.

Inspection Status: Select from drop-down box.

 

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Inspections

Building Inspections and material inspections can all be easily handled by Contractor Foreman. Track by Inspections type, Project, Agency or Permit # to make managing Inspections easy. You can even copy an inspection in case of a Failed or Re-Inspect, saving you time in data entry.

To create a new Inspection, go to main menu and select “Inspection” Then select either the small “New” button to the right of “Inspection” or select “Create an Inspection” from the top of middle pane (List View.)

Required fields are marked with and Asterisk (*.)

Project: Select the Project from the Drop Down box.

Inspection Type: Enter the Inspection type in this field. Example: Framing, Rough Plumbing, Concrete Cylinder test.

Permit: Enter the Permit # the Inspection is being done under.

Permit Expiration Date: Enter the date the Permit expires.

Agency: Enter what Agency id performing the Inspection. Example: City, County etc.

Inspection Images: Click the blue button to load Files and photos to be attached to the Inspection record.

Inspection Date and Time: Enter the date and time the Inspection took place.

Notes or Corrections Needed: Enter detailed information re the Inspection.

Inspected By: Enter the name of the person performing the inspection.

Inspection Status: Select the appropriate status of the Inspection. Your choices are Pass, Fail, Re-Inspect.

Generated By: System will Auto Populate based on user login info.

Copy Inspection (Blue Button): In case a re-inspection is required, clicking the “Copy Inspection” button will create a new inspection record and copy all pertinent data over to a new record.

View PDF and Email PDF Buttons: To view and save or print the PDF click “View PDF” to Email the Inspection click “Email PDF.

To save the record click “Submit.”

To Edit the record, click the green pencil icon in the upper right corner of screen.

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