Creating an Inspection List

Inspection Lists can be used for logging multiple Defects on one list, rather than individually. 

This is commonly used for Snagging, Handover Inspections etc. 

Creating an Inspection List

Step 1: Within the plot details, click New Inspection List. 

Step 2: The client (if applicable) scheme and plot/address details will auto-populate. This can be changed if required. Click Next Step

Step 3: Select the List Type and add a Deadline Date if required. 

Step 4: If the inspection list is only to be visible internally, set the toggle to 'On' (Blue). 

If the inspection list can be viewed by External Recipients, leave the toggle set to 'Off' (Grey). 

Click Next Step

Step 5: The contact details will auto-populate for accounts with a Resident Portal based on the primary contact from the 'Contacts' tab. For the details to auto-populate, the Resident must 

- have a start date

- be a confirmed user

- be within their DLP based on the warranty start/end dates for the plot.

If this does not auto-populate, details can be entered manually. 'Full Name' and 'Contact Number 1' are mandatory fields. Click Next Step

Step 6: Review all the details and add any documents as needed. You can go back at this point to any sections you need to amend. Once complete, click Post Inspection List

Step 7: The Inspection List is now created and ready for defects to be added. 

To add Defects to the list, click + Defect  

Step 8: Add the Defects individually to the list. Select the Defect Categories & Sub-Categories per Defect.

Complete the Defect Description. There is an option to add an image, which can be annotated if required. 

Priority is completed per Defect which will reflect each Defects KPI. If your Priority level exceeds the Deadline Date of the list, a warning message will appear as shown in the below screenshot. 

Step 9: Once complete, click + Save Defect

Once all Defects are added, we recommend you click Save List Now which will no longer allow the option to add further defects to the list. The list will then change from a 'Pending' to 'In Progress' status.