Developments - Inspections Tab - Uploading and Managing Inspections

Developments - Inspections Tab - Uploading and Managing Inspections

Info
This article is part of the Inspections Tab section.

Find all related articles here:
 

Introduction


The Inspections tab on a Development allows you to upload inspection reports, helping you keep track of your site inspections.

Info
Contact Support if you'd like to add additional frequencies to the drop-down. You can specify the name of the frequency and the number of weeks or months to set against it. Please note that an exact date cannot be set.

Adding Inspections


Info
If you use INSPCT, you can skip this step. Inspection reports are set to completed in INSPCT, then sent to CPL. 

To upload an inspection manually, follow these steps:

  1. Open a Development.

  2. Go to the Inspections tab.

  3. Click Upload in the action panel on the left.

  4. Select a Document Type, e.g. Inspections.
Info
The options in this drop-down come from the setup of the document type itself. You can manage document types under System > Documents > Types. To add entries to the drop-down, edit the missing document type and include Inspections in the list of selected Source Types. Find out more about document types here.



  1. Add the Inspection Date.

  2. Choose a Web Document Type (Optional). 
Info
For more details on this option, check out this article.
  1. Add a Description.

  2. Add Notes (Optional).

  3. Click the three dots next to Upload File, browse for your file, highlight it and click Open.

  4. Tick Inspection Complete.

  5. Select the Audience Type, e.g. Private (Account only).
Info
The options in this drop-down come from the setup of the Document Type that you selected earlier. You can manage document types under System > Documents > Types.  To add entries to the drop-down, edit the document type and add to the list of selected Audience Types. After making any changes to document types, log out and log back in to apply the updates. Find out more about document types here.



  1. Click Save.

  2. A confirmation message will appear: File Upload Successful. Click OK.

  3. Click Refresh to include the newly added inspection in the list.



Managing Inspections


Viewing 


All inspections are displayed by default. Use the Show filter to choose between All, Current or Deleted inspections.

Use the Document Type filter to narrow down inspections based on the document type selected.

To view the file attached to an inspection, highlight the inspection and click Preview in the action panel on the left, or double-click on the inspection.

Amending

To edit an inspection, click Amend in the action panel on the left.

If you have shared the inspection to the Web Portal and want to mark it as an important document, tick the Important box.

Click Save to save your changes.

Info
The document type can't be edited once uploaded. If you need to change it, you'll have to delete the inspection and upload it again.

Deleting

To delete an inspection, highlight it and click Delete in the action panel on the left.

To view deleted inspections, select Deleted in the Show filter and click Refresh. 

Info
When editing an inspection, the Deleted? box will be ticked on deleted inspections.

    • Related Articles

    • Developments - Inspections Tab - Reporting

      This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Getting Started To view when the next inspection is due in the reports: Tick Inspection Complete when uploading inspections to developments. Select ...

    • Developments - Inspections Tab - Sharing Inspections on the Web Portal

      This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Sharing Inspections on the Web Portal If you use the Web Portal and the Documents tab within it, you can share inspections with your clients. To ...

    • Working with Blockworx Contractors - Managing Blockworx Documents

      This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors Contractors linked with your company can upload and share documents related to insurance, safety, training or ...

    • Development Financial Tab

      Please click on the image below to access the Development Financial Tab Training Guide.

    • Connect - Managing Tasks

      This article is part of the Connect section. Find all related articles here: Connect You can create tasks individually or as part of a case or meeting. We'll call these individual tasks, case tasks and meeting tasks. The diagram below shows the ...