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HOMEBUILDER: INSPECTION CARD

In this article, learn how to create a record of service inspection and to utilize a checklist ...

In This Article:

The Inspection Card | Checklist

The Inspection Card

To create a record of service inspection:

  • Search Lots, open the Lot card, and run the action "Inspections".
  • This will open the page Lot Service Inspections. Press the button "New".
    • It will open an Inspection Card.

To learn about how to actually perform an inspection, read Performing an Inspection

Field Definitions

The Inspection Card contains the following fields:

  • No.

    • The Number assigned to the Inspection within the company. It is auto-numbered using No. Series specified in the HomeBuilder Setup.

  • Inspection Type.

    • Type of Inspection such as Quality Care, Pre-Delivery Inspection, 30-Day Inspection, Emergency Call, etc. It is selected from the table "Inspection Types" defined in Setup.

  • Inspector Code.

    • Code of the inspector selected from table "Service Inspectors" defined in Setup.

  • Status.

    • The Status has the following options:
      • Open: Initial status.
      • Released: Signifies that the Inspection record is prepared for the inspection by an office clerk.
      • Performed: Signifies that the service inspector has completed the inspection.
      • Completed: All service issues have been resolved.

  • Date Reported.

    • This field is used to record the date when a purchaser reported issues within the warranty period. For quality care (QC) or pre-delivery inspection (PDI), enter the inspection date.

  • Scheduled Date.

    • This field is used to record the date of planned inspection such as QC or PDI inspection. For other inspection types, enter the date when the issues were reported.

  • Date Performed.

    • This field is used to record the date when QC or PDI inspection was performed. For all other inspection types, enter the date when the issues were reported.

  • Time-in.

    • Time when the PDI inspection was started.

  • Date Completed.

    • Date when the last issue for the inspection was resolved.

Action Buttons on the Inspection Card

While on the Inspection Card, click:

  • Checklist.

    • This Action Button will lead you to the Checklist Entries page.
    • Click 'Checklist' to navigate to the article section about it.

  • Release.

    • This action releases the Inspection record for inspection and makes using actions on the checklist possible. It changes the Status of the Inspection to 'Released'.

  • Reopen.

    • This action reopens the inspection and changes its Status to 'Open'.

  • Print.

    • The report to print the PDI report has the option of whether or not to print signatures.
    • This action prints the report on the inspection according to the report ID specified for the Inspection Type.

  • Mark as performed.

    • This action changes the Status of the Inspection to 'Performed,' which locks the Inspection from editing.

  • Planning Lines.

    • This page, called from the Inspection Card, shows planning lines created for the work orders of the inspection. When necessary, enter the Unit Cost for future purchases.

  • Send by Email.

    • This action allows a user to send an inspection report to the customer assigned to the lot.

  • Sent Emails.

    • This action provides the ability to view the emails sent for the inspection.

Checklist

To access:

  • Search Lots, open the Lot card, and run the action "Inspections".
  • This will open to the page with Lot Service inspections. Press the button "New". This will open the Inspection Card. Now, click the Checklist Action Button.
  • This will take you to the Check List Entries page.

Checklist Entries Page

To populate the checklist with entries, run the action "Populate Checklist".

The checklist gets populated according to Checklist Items applicable for Inspection Type (as mandatory) from one side and Checklist Items applicable for House Areas from another side.

Once the Checklist is populated, release the inspection. After populating the checklist and releasing the inspection (which is normally to be done by an office clerk), the inspection is prepared for an inspector.

The goal of processing the checklist is to specify the outcome for each checklist entry, which can take values 'OK' or 'Has Issues'. You can specify the outcome 'OK' for multiple entries by selecting them and running the action "Mark as OK". If the outcome is "Has Issues," you must specify one or multiple issues using the action "Edit Checklist Issues".

The check box 'OK' allows a user to change "Outcome" to "OK" by clicking on it, or to "Has Issues" by applying two clicks. This functionality is useful in the tablet and phone views.

If the flag "Auto-create Issue" is set to 'Yes' in the Inspection Type, the Service Issue with Assessment 'Deficiency' gets automatically created upon changing the "Outcome" of a Checklist Entry to 'Has Issues'. The bottom grid on the page shows issues for the current entry in the top grid.

Checklist Entries Actions

The page, Checklist Entries, has the following actions:

  • Populate Checklist

    • This action populates checklist entries according to Checklist Items applicable for Inspection Type and Checklist Items applicable for House Areas.

  • Mark as OK

    • This action sets the outcome 'OK' for selected entries.

  • Edit Checklist Issues

    • This page allows a user to record service issues for the current checklist entry.
    • On changing "Assessment" to 'Deficiency", the "Deficiency Type Code" gets automatically populated if the Service Issue is associated with the Checklist Entry and there is only one Deficiency Type defined for the Checklist Item.
    • On changing the "Deficiency Type Code", the "Comment" gets automatically populated with Deficiency "Description" if the "Comment" is empty.
    • The page Edit Checklist Issues has two actions:
      • Action "Take Picture" allows a user to take one or more pictures for every service issue. When a user sends a Work Order with deficiencies to a Vendor, the pictures will be attached to the e-mail.
      • Action "Create Work Orders" creates Work Order(s) for services issues with Assessment 'Deficiency'.

  • Add Checklist Entries

    • This action allows a user to add checklist items to the checklist. It suggests items that are not mandatory in the list of items applicable for the inspection type, and which are available for the house area of the current checklist entry in the checklist.

  • Customer Signatures

    • The page "Customer Signatures" provides the ability to take the signature of the customer persons and/or customer designate. The signatures get printed on the inspection report (such as a PDI report).

  • Inspector Signature

    • The page "Inspector Signature" provides the ability to take the signature of the service inspector.