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Use Inspection records for project inspections. They will help you to improve your project quality control.
If you have a home inspection business you can also include inspections
that you make as part of your business.
INSPECTION BASICS
When to Use | Entering Inspections | Data
Fields | Inspection Table | Using Inspections
WORKING WITH INSPECTION RECORDS
Entering Records | Changing Records | Deleting
Records | Voiding Records
Finding Records | Sorting Records | Fixing Mistakes
RELATED TOPICS
Actions Taken | Contact Log | Info
Log | Problem
Log | Project Log | Project
accounts
When to Use Inspections
Use Inspection records to enter 'checklist' inspections for projects. You can use them for any of the following:
- For ongoing inspections while a project is underway
- For final inspections after a project is completed
- For inspections that you make as a professional service
HINT-- Inspection records are completely optional. They have no accounting
functions.
Entering Inspections
To enter an inspection, follow these steps:
- Choose Inspections from the Income menu.
- Click the New button, or choose New Record from the Edit menu.
- Enter details for the new item.
QUICK
SETUP HINT-- There are no required fields. You can fill in whatever
fields you need, and leave the rest blank.
Data Fields
Enter the following information for each Inspection record:
Inspect For-- Enter Project if you are inspecting a project. Enter Customer if you are providing an inspection
for a customer.
Account-- Enter the name of the Project or Customer to which this inspection applies.
Total Cost-- If you fill in cost amounts for each inspection item, Goldenseal will show the total cost.
Brief Description-- Enter a description of the item being inspected.
Inspected By-- Enter the employee who made this inspection.
Details-- You can fill in any additional text for this inspection.
Date Entered-- Today's date is entered automatically.
Record Number-- a record number is assigned automatically.
Conditions-- Choose the type of item that is being inspected.
Inspection Date and Time-- Enter the date and time of the inspection.
Completion Date and Time-- Enter the date and time when the inspection was completed.
Action Taken-- Enter whatever action was taken as a result of the logged event or conditions.
Taken by-- Enter the Employee who acted on the event or conditions.
Confirmed By-- Enter the employee who double-checked this inspection.
Inspection Table
Each Inspection records includes a breakdown table that lists each item that needs inspecting. You can fill in the following
info for each item:
Item-- Type in the item that needs to be checked
Checked-- When you've inspected this item, click the Ck column to mark the item
OK-- If an item is OK, click in this column
Started-- If work has started on this item, click in this column
Fixed-- If this item has been repaired or completed, click in this column
Double Check-- When you have double-checked this item, click in this column.
Cost-- If you want to estimate repair costs as part of an inspection, enter a cost here
Action Taken-- When action is taken on an item, enter the action here
Taken By-- When action is taken on an item, enter the employee doing it
Status-- Enter the current status of this item
Comments-- Enter any comments you have about this item
Using InspectionsUse an Inspection record as a checklist of items that need work. It is similar to the Problem Log, but you can put much more
detail in each record.
As you complete work on each inspection item, click in the Started, Fixed and Double-Checked columns to track completion
of each item.
Later on you can use the Find command to locate specific inspection records.
HINT: If quality control is important in your business, set up inspections for specific "milestones" in the project, and
then make a template for the inspection. That way you can make "standard" inspections and catch problems quickly.
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