To perform an inspection, the task should belong to default category for inspections (tasks generated from routines will automatically have this category applied). Inspection type work is listed in the Work tab of the task. Each inspected asset is considered performed once the compliance status of Pass, Fail or No Test has been set.
Passing assets
If the asset has been checked and tested, tap Pass on the appropriate asset to mark the asset as compliant.
Failing assets and adding remarks
If the asset is not compliant, tap Fail on the asset to mark it as non-compliant, then place appropriate remarks against them. Remarks are the predefined comments that describe the nature of a defect and how it should be rectified when it is found during inspection, so make sure that a remark is set for each failed asset, with pictures of the defects uploaded against the remark. Each remark should also have products suggested which will pull through into the defect quoting process.
No Test
If the asset could not be tested or accessed, select this option instead.
Open an Inspection Category task, then click the Work tab.
If the inspected asset is deemed compliant, tap Pass.
If the inspected asset if not compliant, tap Fail, then tap on the failed asset to add a remark.
Scroll through or search to find the appropriate remark, then tap Add.
Tap the icon under Before photos, add images of the defect, provide any notes if required.
Scroll down to the bottom to see the short list of suggested products for quoting. Tap Add > Suggest for Quote > Done > then tap Save to return to the Work tab.
Repeat steps 3 to 6 for any failed assets found.