Pre-Inspection Checksheet

Webatar > Activity>Pre-Inspection checksheet

 

Allows the user to search, add, edit and delete pre-inspection checksheets

CRM Module> Activity> Pre Inspection Check List

Document Number:Number	Enter a document number you wish to search for.for
Description	Description: Enter a description specific to the document you need to search for.for
Customer	Customer: Select the customer relating to the checksheet you wish to search for.for
Support Loh No
Job Number
Status	Search by status
Assigned to:To	If you know who the checksheet was assigned to. Enter it to narrow down search results.results
Time Log No

Status: Search by status.

Add PreInspection Checksheet

 Template: Select the template from the drop down

description: Description will be populated according to the setup in the template

TrackiT: you can link a track it item to this checksheet

Customer:Select a client to the check sheet

Assign to: Assign the technician or user

Pre-Inspection check sheet Edit

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

The Pre Inspection Checksheet is created from the Check Sheet Template

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 assign 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