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