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Standardised Inspections Process

There are 2 main ways of performing an inspection reflected in 2 Inspection types in the HomeBuilder system:

  1. PDI (Pre Delivery Inspection), QA (Quality Assurance)
  • These types of Inspection rely on a predefined, standardized Checklist Item List.
  • The inspectors have the flexibility to follow the list OR create a Service Issue as they come across them.
  1. Ad hoc Inspection, like 90-day, Emergency Inspection.
  • These types of Inspections do not follow an established protocol. An Inspection is focused on already-known issues and tackles issues as they are discovered.

Here is the flowchart that reflects points described above:

For both of these processes, the beginning is similar:

Standardised Setup

Before working on your inspections, review the configuration below and the tools that increase the efficiency of an Inspection performance, and afterward, manage it in the office.

Picture Resizing

Typically a Phone or tablet will create a picture that is over 1 MB in size. This is too large to be easily handled in emails as typically there will be multiple pictures. Therefore, the system can resize the picture you take and use in your Inspection reports. To adjust the compression, search My HomeBuilder Settings. Choose the applicable Phase and insert the Picture Compression %. By default, choose 10. Note: it will compress a 4MB picture to approximately 100kb (0.1 MB)

Default Checklist to "Okay"

Search Inspection Types. For an Inspection that uses a prepopulated checklist - like the Pre-Delivery Inspection - you can mark Default Ok for Checklist.



This means that by default, all checklist Items will be marked as “OK,” i.e., No Issues. This saves an inspector time as he or she will have to mark only the Deficiency Issues.

Move Selected lines on a Work Order

Search Vendor Work Orders or select Pending Service Orders Cue on the HomeBuilder main Page to open a Vendor Work Order. From the Vendor Work Orders List Page, select one and open Vendor Work Order Card. Select a line in the Work Order that you want to move to a different Work Order, then from the Actions menu select Move Selected (lines) button.



This allows you to move selected lines to a different open Vendor Work Order, even if the Vendor is different.
Note

The originating Work Order can be in the Status Open or Issued. However, the target Work Order must be in the status Open.  

Service Issues Page with All Service Issues.

You can now group Service issues by:

  • an Inspection:
  • a Vendor Work Orders List
  • or choose to see all service issues in the company. To do that, search Service Issues. The last grouping is preferred by most of our clients. You can now work on a Service Issue by Service Issue basis from 1 central page. Clicking the Resolve Action Button below will resolve a Service Issue. Resolving all Service Issues on this page will actually resolve the Work Order:

 


There are 2 options to resolve a Service Issue:

  • Completion NOT confirmed: this means that the Vendor Advised that the Service Issue was completed
  • Completion Confirmed (on the Screenshot): this indicates that a person from your company verified completion of a Service Issue.


For details, select Recommended Inspections Flow (PDI, QA) or Recommended Inspections Flow (Ad Hoc)