Inspection Reports
Updated
QUESTIONS BELOW IN RED
Suggested Prior Reading
Inspection Reports
To see lists of Inspections for specific projects and to export those Lists to an Excel spreadsheet, see Inspections List - Overview.
However to see reports of all Inspections across projects, Inspection Reports can be run.
Inspection reports can be run one-time or they can be saved and quickly run as required.
Inspection Report Filters
Inspection Reports can be fun for all Inspections or they can be run based on different filters:
- My Projects Only or all projects (my projects are those that the user is a Project Contact on) QUESTION - Can they be assigned in the project details or is it just those in Project Contacts?
- Project Status - This is the Bidding Status: Pending, Bidding, Not Awarded, Awarded QUESTION - How does this status get determined? As there can be multiple bids in multiple statuses?
- Inspection Status - Open, Submitted or Closed (see Inspections - Add/Edit/View - Status).
- Inspection Dates - The date of the Inspection - select from predefined ranges (such as Past Year, Past 6 Months, Next Week) or enter a date range
- Due Dates - The Inspection Due Dates - select from predefined ranges (such as Past Year, Past 6 Months, Next Week) or enter a date range
Columns
The Inspection report can have different columns of information selected to display:
- Project - The Project Name
- Name - The Inspection Name
- Inspection Date - The Inspection Date
- Due - The Inspection Due Date
- Description - The Inspection Description
- Trade - The Trade associated with the Inspection
- Status - The Status of the Inspection
- Assigned To - Who the Inspection is assigned to
- Point of Contact - Who the point of contact is for the Inspection
See Inspections - Add/Edit/View - General Information and Inspections - Add/Edit/View - People for more detail on the above fields.
Next Steps
To create a new Inspection report, see Inspection Reports - Create (this includes options for saving the report).
To run a saved report, see Reports - Run a Saved Report.
To modify a saved Inspection report, see Inspection Reports - Modify a Saved Report
To delete a Saved report, see Reports - Delete.
