Inspections Setup Requirements

Note

This article is very technical and explains the required HomeBuilder setup and the interplay between the system tables. The addresses are:

• Technically inclined people in your organization.
• HomeBuilder Consultants or Partners.

If your Role is performing Inspections, you should read respectively:

• After-Sales and Warranty - This article provides an overview of the Inspections, Service Issues and Warranty functionality in the HomeBuilder System.
• Performing an Inspection - This article is a step-by-step explanation of the inspection process and contains an instructional video.

Visualization of Data

1. In this document we are just covering the setup required to create an inspection (not how to create the inspection itself).
2. We create a House Area and Inspectors as part of the setup however both setups only come into play during the actual inspection process.
3. The Phase Item (link to Vendor Contract) is only required when we have setup a Phase and need to setup the correct vendors for that specific phase.

Build The Detailed Data

1. The most efficient way to build the data is in reverse order and then piece together once you have built the data.
2. The reverse order for table creation is as follows, details below.

• Create After-Sales (warranty) Items.
• Create Deficiency Types.
• Create Checklist Items.
• Create House Areas.
• Create Service Inspectors.
• Create the Inspection Types you might want to make this the start of the linking process (next steps in this document).

3. Notes on the table creation (if no notes are provided, go to the table and fill in what you see).

• “After-Sales Items”. This is one item per Vendor (trade) that you will want to do the work. You can re-use this item on as many deficiencies as you wish, and you can change the vendor on each phase. For example:
  • Duct damage could require one vendor on one phase and another on a different phase, this is one Item.
  • If duct damage could be assigned to two trades and be two different pieces of work:
    • Create two Items and two deficiencies.
    • If the same trade is used on a different deficiency, you can use this same item on the other deficiency.
• Deficiency Types – see examples below and you may wish to add miscellaneous deficiencies as required.

• Checklist items – The example below shows Kitchen Appliances with the Deficiency Type Count shown as a count on each line.

Link the Detailed Tables that you have Created Together.

4. After you have the data, you can then link these tables together:

House Area – Checklist Items:

5. Add the Checklist Items to the House Area:

• Open the “House Areas” page:

• Click on Applicable Checklist Items and add existing Checklist items using the “+New” button.
  • Note that you can re-use Checklist Items, but the Deficiency Types linked to those Checklist Items will be used for all the House Areas to which they are assigned.

Deficiencies on Checklist Items

6. Start on the Checklist Items page.

7. Click on the Applicable Deficiency Types button from the Page above. Click on “+New” to enter the (already created) Deficiency Types.

Add Checklist Items to Inspection Types

8. Open the page “Inspection Types” and setup a new Inspection Type with the options that you want e.g. “Requires Checklist Entries”:

9. Click on the “Checklist Items” button to open the Inspection Type Applicable Checklist Items list (i.e., the Checklist Items for this Inspection Type).

• Click on the “Populate” button to bring in all the Checklist Items.
• Delete the ones that you do not want.
• Mandatory functionality:
  • Check on “Mandatory” for all the Checklist Items that are to be automatically brought onto the Inspection Type.
  • Do not check on Mandatory for any Checklist Item that you are:
    • Allowed to Use
    • Will not be brought on the Inspection Automatically.
  • Remove any item that is not allowed to be included in this Inspection.

10. If you do not add any Checklist Items to an Inspection Type, the inspection with this type will just not allow checklists, you will have to go directly to Service Issues.