Pre Inspection Check Sheet - JC

JOB Costing Pre Inspection Check Sheet

 This manual describes how to create and maintain a Pre Inspection Checksheet.

The Pre Inspection Checksheet is created from the Check Sheet Template

 

 

Navigation Ribbon consists of 5 buttons, a drop down menu and three icons

Search button: selects all existing Pre Inspection Checksheets on the system. If no search filter criteria is not specified when searching.

The search results displayed on the display grid will depend on the filter criteria you select.

Add button: to insert a new Pre Inspection Checksheet.

Edit button: to view or edit an already added Pre Inspection Checksheet.

Delete button: to delete the currently selected Pre Inspection Checksheet

Print button: to print the selected Pre Inspection Checksheet.

Process Drop down Menu:

Job Quote:

Debtor Quote:

Security Icon: Manage form security

Refresh Grid Icon: Refreshes the display grid

On Line Help Menu Icon: Displays on-line help 

 

 

Add a new Pre Inspection Checksheet

This function will create a new Pre Inspection Checksheet from the available Check Sheet Templates.

 

 

 

Template: select a Check Sheet Template from the available templates in the drop down list

Description: give your Pre Inspection Checksheet a name

Customer: select the customer from the drop down list

Assign To: select the responsible person for the Pre Inspection Checksheet

Save and Close button: this will save the Pre Inspection Checksheet and return you to the Pre Inspection Checksheet window

Close button: this will return you to the Pre Inspection Checksheet window

 

Check Sheet Window

Navigation Ribbon has three buttons Add, Edit and Delete

There are four tabs

Standard tab: this tab allows you to link actions to the Pre Inspection Checksheet

Questions tab: this tab allows you to link questions to the Pre Inspection Checksheet

Notes tab: this tab allows you to link notes to the Pre Inspection Checksheet

Custom Fields tab: this tab allows you to use custom fields to the Pre Inspection Checksheet

Standard tab

This tab allows you to link actions to the Pre Inspection Checksheet

 

Standard tab

This tab allows you to link actions to the Pre Inspection Checksheet

 

 

Save button: save contents of form

Close button: closes current form and returns you to the display grid

 

Questions tab

This tab allows you to link questions to the Pre Inspection Checksheet

 

 

Save button: save contents of form

Close button: closes current form and returns you to the display grid

 

Notes tab

This tab allows you to link notes to the Pre Inspection Checksheet

 

 

You first need to add a note then save the note

Save button: save contents of form

Close button: closes current form and returns you to the display grid

 

Custom Fields tab

This tab allows you to use custom fields to the Pre Inspection Checksheet

 

 

Save button: save contents of form

Close button: closes current form and returns you to the display grid

 

Example of the printed Pre Inspection Checksheet