Inspections

Assign Inspection

This page allows users to assign an inspection at the job or community level. If a user is assigned at the job level, he or she is assigned to all inspections for that job. If assigned at the community level, he is assigned to all inspections for all jobs in that community.

Before you assign inspections a user, you need to Assign Inspection Sheets. All the jobs created from this template will show the required inspections. When the user goes to perform inspections, the user will see a list of required inspections, based on the jobs to which the user is assigned.

 

To assign an inspection to a user:

  1. On the Inspections home page, click the Assign Inspections button under Milestone or Final. The Assign Inspection page opens.

  2. Choose a User from the drop-down list. The page lists all the communities and jobs assigned to that user.

  3. Choose a Community from the drop-down list if you want to filter the list.

  4. Click the Assign Job check box next to each job for which you want the user to perform inspections.

Click the check box again to take off the checkmark. Any job that has a checkmark will be assigned to the user when you click the Assign Inspection(s) button.

  1. Click the check box next to the Community name to assign all milestone inspections for that community to the user.

  2. Click the Assign Inspection(s) button to assign the checked jobs to the user. The user will now see the newly assigned inspections on the Perform Inspection page.

 

To Un-assign an inspection:

  1. On the Assign Inspection page, choose a User from the drop-down list. The page lists all the communities and jobs assigned to that user.

A checkmark appears next to each job inspection to which the user is assigned.

  1. Click the Assign Job check box for each job inspection that you want to un-assign for that user.

  2. Click the Assign Inspection(s) button. The job inspections without a checkmark will be un-assigned from the user.

As you scroll through the jobs, you may see other user names assigned to job inspections but no checkmarks. You must choose that user from the User drop-down list to un-assign inspections for that user.

 

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