{"id":805,"date":"2019-09-25T10:04:13","date_gmt":"2019-09-25T10:04:13","guid":{"rendered":"http:\/\/support.servicesight.com\/?post_type=ht_kb&#038;p=805"},"modified":"2023-08-24T12:35:25","modified_gmt":"2023-08-24T11:35:25","slug":"inspections","status":"publish","type":"ht_kb","link":"https:\/\/support.servicesight.com\/us\/knowledge-base\/inspections\/","title":{"rendered":"Inspections"},"content":{"rendered":"<p><strong>Inspections <\/strong><\/p>\n<p>Inspections allow you to create and attach user-defined forms to be filled out on each job either on a \u2018Pre Visit\u2019 or on an \u2018In Visit\u2019 basis. These can then be allocated to an engineer to be completed on the mobile app. You can create a predetermined list of answers to each question on your Inspection. This means ServiceSight gives you the ability to either \u2018Pass\u2019 or \u2018Fail\u2019 each inspection.<\/p>\n<p><strong>Inspection List<\/strong><\/p>\n<p>The inspection list shows you the following information in a list format:<\/p>\n<p><em>Inspection No; Job No; Template; Date Allocated\/Date Completed; Engineer Assigned; Site Name; Current Status<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1938\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/12\/Inspection-list.gif\" alt=\"\" width=\"778\" height=\"384\" \/><\/p>\n<p><strong>Creating New Inspections<\/strong><\/p>\n<p>To create a new inspection simply click into \u2018Settings\u2019 in the top right hand corner and select Inspections (on the left side) \u2013 Templates.<\/p>\n<p>Click the green \u2018New template\u2019 button.<\/p>\n<p>This will then open a page where you can name your new Inspection, create different category\u2019s, questions and create each possible answer to each question.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1941\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/12\/Creating-Inspection-Templates.gif\" alt=\"\" width=\"790\" height=\"393\" \/><\/p>\n<p><strong>Using the Search Bar<\/strong><\/p>\n<p>Rather than creating new inspections, you may be looking for an existing one, to update it, or to check on its status. You can use the search bar to filter the list of inspections via Inspection No, Inspection name and Job number that each Inspection is attached to.<\/p>\n<ul>\n<li>Simply type the information you have and the system will automaticaly be filtered by the text you have entered.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1949\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/12\/Inspection-search.gif\" alt=\"\" width=\"794\" height=\"393\" \/><\/p>\n<p><strong>Filtering the Inspection List<\/strong><\/p>\n<p>As well as typing your own filters in the search bar you can make use of a set of predefined filters available to you.<\/p>\n<ul>\n<li>Click the blue arrow in the \u2018No filter selected\u2019 box at the top of the inspection list.<\/li>\n<\/ul>\n<p>Select the filter you want to apply:<\/p>\n<p>No filter selected             Shows all inspections of any status<\/p>\n<p>Outstanding                     Shows all inspections that need to be filled out by the engineer<\/p>\n<p>Completed                       Shows all inspections that have been completed by the engineer<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1952\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/12\/Inspection-filter.gif\" alt=\"\" width=\"792\" height=\"390\" \/><\/p>\n<p>In the above example, if I select the \u2018Complete\u2019 filter, the list is filtered to show only those inspections that have now passed meaning I can view, email and print.<\/p>\n<p><strong> <\/strong><strong>Sorting the Inspection List<\/strong><\/p>\n<p>As well as filtering the list of inspections you can also choose how to sort the list as well.<\/p>\n<ul>\n<li>To sort the list of inspections click the column heading of the field you want to sort by.<\/li>\n<li>For example, if you wanted to sort the list by Completed Inspections, click on the word \u2018Complete\u2019 in the list.<\/li>\n<\/ul>\n<p>The list is sorted by the most recent and an arrow appears next to the column heading to show how it is being sorted.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1955\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/12\/Inspection-sorting.gif\" alt=\"\" width=\"792\" height=\"390\" \/><\/p>\n<p><strong>Resizing &amp; Reordering Columns<\/strong><\/p>\n<p>If required you can both reorder the columns as they appear in the list as well as resizing the column widths.<\/p>\n<ul>\n<li>To resize a column simply hold your mouse over the joins between the columns.<\/li>\n<li>Your mouse cursor will change to a double headed arrow.<\/li>\n<li>Click &amp; drag the column join to its new position to increase or decrease the column width as needed.<\/li>\n<li>To reorder the columns click and hold the column heading of the column you wish to move.<\/li>\n<li>Drag the column to its new position and let go of the mouse button.<\/li>\n<\/ul>\n<p>The column has moved to its new position.<\/p>\n<p><strong> <\/strong><strong>Viewing a Inspection<\/strong><\/p>\n<p>To open up a inspection to view the details simply click on the blue inspection number on the left-hand side of the list. This will open a review of the inspection.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Inspections Inspections allow you to create and attach user-defined forms to be filled out on each job either on a \u2018Pre Visit\u2019 or on an \u2018In Visit\u2019 basis. These can then be allocated to an engineer to be completed on the mobile app. You can create a predetermined list of [&hellip;]<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[33],"ht-kb-tag":[],"class_list":["post-805","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-inspections"],"_links":{"self":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/805"}],"collection":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/comments?post=805"}],"version-history":[{"count":9,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/805\/revisions"}],"predecessor-version":[{"id":2287,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/805\/revisions\/2287"}],"wp:attachment":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/media?parent=805"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-category?post=805"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-tag?post=805"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}