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Create a New Inspection

To create a new inspection, follow the steps:

  1. From the Schedules menu, select Inspection New.

    The Inspection page opens.

  2. Enter the following required information:

    • Description

    • Schedule - An Inspection Schedule will appear and require specific fields based on the selected value.

      • Both (Calendar and Meter) - If this options is selected, the following additional required fields appear in the right pane: Next Due Date, Frequency, Next Due Meter, and Meter Interval.

      • Calendar - If this option is selected, the following additional required fields appear in the right pane: Next Due Date and Frequency.

      • Meter - If this options is selected, the following additional required fields appear in the right pane: Next Due Meter and Meter Interval.

      • Unscheduled - If this option is selected, no additional required fields appear.

    • Type

      • Active - If the Active status is selected and the Schedule selection is Both, Calendar, or Meter, this denotes that the Schedule is available for Automatic or Manual generation.

      • Unscheduled - Denotes that the schedule is available on demand but not for automatic generation based on a schedule or meter.

    • Segment

    • Account

    • Priority

    • Status

    • Skill

  3. If available, enter additional information in optional fields.

  4. Once all information is included, click the Save icon at the top of the screen.