Create / Open an Inspection

The InEight Completions product is highly customizable per your specific project requirements. Tab order and its functionality may differ than what is shown.

EXAMPLE: A field engineer is performing a weekly walk. He finds the relevant inspection, updates the information, assigns the responsible parties, and finally updates the inspection status.

Create a New Inspection

In order to create a Inspection, do the following:

Step by Step — Create a New Standalone Inspection

  1. Click on the Inspections tab.
  2. Click on the Create New Inspection button.

    • The Create New Inspection window appears

  3. Select the Inspection Type from the drop-down.

  4. Update the Scheduled Time if not accurate by clicking on the Calendar icon.
  5. Select a Responsible Team/Person by clicking on the Pencil icon, and drilling down as needed.
  6. Select the Subcontractor by clicking on the Pencil icon.
  7. Select the Location by clicking the Pencil icon and drill down to the appropriate location.

    • These first five fields are mandatory, as noted by the red asterisk to the left of the field's name
  8. Complete the remaining fields as appropriate.
  9. Click OK.
    • As a result, the new Inspection item will appear in the Inspection History

Open an Existing Inspection

With one or more inspections already planned and assigned, you might need to pull up an existing inspection.

By double clicking on any singular Inspection tile, edits can be made via:

  • Adding an Attachment
  • Making a Comment
  • Identifying an Issue

Add an Attachment

To learn more about attachments, see the Attachments lesson.

Add or Link a Checklist

To learn more about checklists, see the Checklists lesson.

Add a Comment

When added, comments are tied to a specific inspection, in this case "INSP-TBD-IR-TBD."

Add or Link Cx Items

To learn more about Cx Items, see the Cx Items lesson.

Add or Link an Issue

If the Issues button is selected, a new pop-up window appears where an Issue can be added, or links made to current, existing issues.

To learn more about issues, see the Issues lesson.

If the Link Existing Issues button is selected, a new pop-up appears identifying New Issues.

Step by Step — Link Existing Issues to an Inspection

  1. Click on Inspections.
  2. Double-click on an Inspection line item.
  3. Click on the most current Ready for Inspection line item in the Inspection History.
  4. Click on the Issues button.
  5. Click the Link Existing Issue(s) button.
  6. From the resulting pop-up window, select the New Issue to link.
  7. Click on the Link Selected Issue(s) button.

  8. Click Yes to confirm linkage.

    • Now the issues button has a new item identified