Use Inspection records for project inspections. They will help you to improve your project quality control.
If you have a home inspection business you can also include inspections
that you make as part of your business.
HINT-- Inspections can be an extremely useful part of the Goldenseal project management
software and home inspection software.
When to Use | Entering Inspections | Data
Fields | Inspection Table | Using Inspections
WORKING WITH INSPECTION RECORDS
Entering Records | Changing Records | Deleting
Records | Voiding Records
Finding Records | Sorting Records | Fixing Mistakes
Website Info Links
Home Inspection Software |
Project Management Software | Quality
Actions Taken | Contact Log | Info
Log | Problem
Log | Project Log | Project
When to Use Inspections
Use Inspection records to enter 'checklist' inspections for projects. You can use them for any
of the following:
- For ongoing inspections while a project is underway
- For final inspections after a project is completed
- For inspections that you make as a professional service
HINT-- Inspection records are completely optional. They have no accounting
functions-- you'll only use them for project management or for a home inspection business.
To enter an inspection, follow these steps:
- Choose Inspections from the Income menu.
- Click the New button, or choose New Record from the Edit menu.
- Enter details for the new item.
SETUP HINT-- There are no required fields. You can fill in whatever
fields you need, and leave the rest blank.
Enter the following information for each Inspection record:
Inspect For-- Enter Project if you are inspecting a project. Enter Customer if you are providing an inspection
for a customer.
Account-- Enter the name of the Project or Customer to which this inspection applies.
Total Cost-- If you fill in cost amounts for each inspection item, Goldenseal will show the total cost.
Brief Description-- Enter a description of the item being inspected.
Inspected By-- Enter the employee who made this inspection.
Details-- You can fill in any additional text for this inspection.
Date Entered-- Today's date is entered automatically.
Record Number-- a record number is assigned automatically.
Conditions-- Choose the type of item that is being inspected.
Inspection Date and Time-- Enter the date and time of the inspection.
Completion Date and Time-- Enter the date and time when the inspection was completed.
Action Taken-- Enter whatever action was taken as a result of the logged event or conditions.
Taken by-- Enter the Employee who acted on the event or conditions.
Confirmed By-- Enter the employee who double-checked this inspection.
Each Inspection records includes a breakdown table that lists each item that needs inspecting. You can fill in the following
info for each item:
Item-- Type in the item that needs to be checked
Checked-- When you've inspected this item, click the Ck column to mark the item
OK-- If an item is OK, click in this column
Started-- If work has started on this item, click in this column
Fixed-- If this item has been repaired or completed, click in this column
Double Check-- When you have double-checked this item, click in this column.
Cost-- If you want to estimate repair costs as part of an inspection, enter a cost here
Action Taken-- When action is taken on an item, enter the action here
Taken By-- When action is taken on an item, enter the employee doing it
Status-- Enter the current status of this item
Comments-- Enter any comments you have about this item
Use an Inspection record as a checklist of items that need work in a project. It is similar to the Problem
but you can put much more detail in each record.
As you complete work on each inspection item, click in the Started, Fixed and Double-Checked columns to track completion
of each item.
Later on you can use the Find command to locate specific inspection records.
HINT: If quality control is important in your business, set up inspections for specific "milestones" in
the project, and then make a template for the inspection. That way you can make "standard" inspections
as part of your project management, and catch problems quickly.
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