Creating an Inspection List

VIDEO | Defect Inspection Lists

Before assigning defects, a Project Inspection List needs to be created. This list will contain (by default) a breakdown of Buildings, Areas, Locations, Rooms and Items, however, the Project Inspection List allows for the rebadging of these levels. It is also possible to configure the number of levels the List will use between 5 and 8 levels.

  1. From the menu on the left-hand side, select the Defects module, then Project Inspection List.

  2. The Project Inspection List is displayed in a tree structure, which can be expanded and collapsed on the left side of the vertical divide. Clicking on an item within the Inspection List displays a breakdown of the locations directly under the selected item. 

  3. To add a new location to the Project Inspection List, right-click on the item the new location falls under (i.e. to add a Bedroom, right click on Apartment) and select New.

  4. This opens the New Creation Screen where the details for the new location can be entered.

    The New Creation Screen can capture information about the new item. For example its sequence in the Inspection List, the scheduled date for inspection, the Sub Contractor assigned for the inspection and how long they have to fix the defect, and any media related to the item including attachments of Floorplans (PDF/Images) and related supplementary documentation.

    Additionally, a default Sub Contractor can be assigned to an Inspection List item, provided that it is one of the last 2 in the structure (e.g. if there are 7 levels in the Inspection List only levels 6 and 7 can have a default Sub Contractor assigned). Once a default Sub Contractor is assigned to an Inspection List item, all defects raised against that item are assigned to that Sub Contractor by default.

  5. Once the information for the new location has been entered, click OK. The new location is then added to the Project Inspection List.

  6. The Project Inspection List sequence can also be updated by dragging and dropping items to their desired locations.