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 Check List Entries page.
  • Click Checklist to navigate to the Help File article 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 PDI report has the option 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 Inspection Card shows planning lines created for the work orders of the inspection. When necessary, enter 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.