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

       Entering Records | Changing Records | Deleting Records | Voiding Records
       Finding Records | Sorting Records | Fixing Mistakes

Website Info Links
       Home Inspection Software | Project Management Software | Quality Control Software

       Actions Taken | Contact Log | Info Log | Problem Log | Project Log | Project accounts

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.

Entering Inspections

To enter an inspection, follow these steps:

  1. Choose Inspections from the Income menu.
  2. Click the New button, or choose New Record from the Edit menu.
  3. Enter details for the new item.

QUICK SETUP HINT-- There are no required fields.  You can fill in whatever fields you need, and leave the rest blank.

Data Fields

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.

Inspection Table

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

Using Inspections

Use an Inspection record as a checklist of items that need work in a project. It is similar to the Problem Log, 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.