Difference between revisions of "Step-by-Step Inspections"

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(→‎Creating Step-by-Step Inspections)
(→‎Add By Space Type)
 
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== Add New Inspections ==
 
== Add New Inspections ==
−
Special.  This is how you will create an existing record for use in a new
+
'''Add Inspections'''.  This is how you will create an inspection record for use on a Campus.
−
special.
+
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
!width="200px"|Help Page
 
−
!width="55px"|Button
 
−
!width="1000px"|Description
 
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<big>'''<font size="5">1</font>'''</big>
−
|Click the '''Inspections''' button to open the Inspections window
+
|Click the '''Inspections''' button to open the Inspections window. Select the '''Campus'''.
 
[[File:MenuInspections.png|40px]]
 
[[File:MenuInspections.png|40px]]
  
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[[File:Add.png|80px]]
 
[[File:Add.png|80px]]
  
 +
[[File:Inspections-AddInspection.png|1000x1000px]]
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>
 
|<big>'''<font size="5">3</font>'''</big>
  
−
|Click the '''Special''' button to open the Special window
+
|The Inspection window will open. Click the '''Add By Type''' button to open the window for that type.
−
[[File:AddAssetSelected.png|1000x1000px]]
+
[[File:Inspections-AddInspection2.png|800x800px]]
 +
 
 +
If All Campuses is selected, the window will include the campus field.
 +
[[File:Inspections-AllCampuses.png|800x800px]]
 +
|}
 +
 
 +
== Add By Work Request ==
 +
'''Add Inspections by Work Request'''.  This is how you will create an inspection record for use on a Campus.
 +
 
 +
{| class="wikitable"
 +
|-
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">1</font>'''</big>
 +
|Click the '''Add By Work Request''' button to show the add by work request fields.
 +
Click the '''Work Request''' dropdown and select the work request number. The list shown depends on the Campus selected. Press the '''Save''' button to move to the next screen.
 +
[[File:Inspection-AddByWorkRequest.png|600px]]
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">2</font>'''</big>
 +
|The Inspection page opens. '''Inspection Date''' is required before the page will save.
 +
Fill out sections for:
 +
* General Information
 +
* Attributes
 +
* Questions
 +
* Pictures
 +
* Email Notification
 +
 +
[[File:Inspection-AddNewInspectionbyWR3.png|1000x1000px]]
 +
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">3</font>'''</big>
 +
|Enter other information if available. Add Images if available. Press the '''Save''' button when finished.
 +
[[File:Inspection-AddNewInspectionbyWR4.png|1000x1000px]]
 +
|-
 
|<big>'''<font size="5">4</font>'''</big>
 
|<big>'''<font size="5">4</font>'''</big>
 +
|Press the '''Save''' button when finished. If errors appear, then correct the fields and save again.
 +
[[File:Inspections-Errors.png]]
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">5</font>'''</big>
 +
|The newly added inspection will appear on in the Inspections view when that Campus is selected.
 +
[[File:Inspection-NewAddedInspectionListed.png|1000x1000px]]
 +
|}
 +
 +
 +
== Add By Space Type ==
 +
'''Add Inspections by Space Type'''.  This is how you will create an inspection record for use on a Campus.
 +
 +
{| class="wikitable"
 +
|-
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">1</font>'''</big>
 
   
 
   
−
|Click the '''Special''' button to open the Special window
+
|Click the '''Add By Space Type''' button to open the add by work request window. Select the '''Space Type''' by using the dropdown list.
−
[[File:AddAssetSelected.png|1000x1000px]]
+
[[File:Inspection-AddBySpaceType.png|600px]]
  
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">2</font>'''</big>
 +
 +
|Type in a '''Room Name.''' Certain spec type may have templates associated with them. The template field may appear if certain space types are selected.
 +
[[File:Inspection-AddBySpaceType2.png|1000x1000px]]
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
−
|<big>'''<font size="5">5</font>'''</big>
+
|<big>'''<font size="5">3</font>'''</big>
 
   
 
   
−
|Click the '''Special''' button to open the Special window
+
|If it appears, click the '''Template''' dropdown and select a template from the list.
−
[[File:AddAssetSelected.png|1000x1000px]]
+
Click the '''Save''' button to open the Inspection window.
 +
[[File:Inspection-AddBySpaceType3.png|1000x1000px]]
  
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">4</font>'''</big>
 +
 +
|Select an Inspection Date and select an Inspector (required). Click the '''Save''' button to complete the new inspection.
 +
[[File:Inspection-AddBySpaceType4.png|1000x1000px]]
 +
|}
  
 +
== Add By Space ==
 +
'''Add Inspections by Space'''.  This is how you will create an inspection record by Space for use on a Campus.
 +
 +
{| class="wikitable"
 +
|-
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">1</font>'''</big>
 +
 +
|Click the '''Add By Space''' button to open the add by space fields in the window.
 +
 +
[[File:Inspection-AddBySpace.png|795x795px]]
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">2</font>'''</big>
 +
 +
|Click the '''Space''' dropdown button to open the list of spaces. Select a space and press the '''Save''' button to continue to the next screen.
 +
[[File:Inspection-addbySpace3.png|1000x1000px]]
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">2</font>'''</big>
 +
 +
|Enter the information required and press the '''Save''' button to finish.
 +
[[File:Inspection-AddNewInspectionbyWR3.png|1000x1000px]]
 +
|}
 +
 +
 +
== Add By Area ==
 +
'''Add Inspections by Area'''.  This is how you will create an inspection record by Area for use on a Campus.
 +
 +
{| class="wikitable"
 +
|-
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">1</font>'''</big>
 +
 +
|Click the '''Add By Area''' button to open the add by area fields in the window. Select a '''Space Type''' from the dropdown.
 +
[[File:Inspection-AddByAreaRMN.png|2304x2304px]]
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">2</font>'''</big>
 +
 +
|Select from the '''Area''' dropdown and type a '''Room Name'''. Select a '''Space Type''' from the dropdown list.
 +
[[File:Inspection-AddByArea2.png|1000x1000px]]
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">3</font>'''</big>
 +
 +
|Press the '''Save''' button. Complete any additional information in the Inspection screen and save again to finish.
 +
|}
 +
 +
 +
== Add Other ==
 +
'''Add Inspections'''.  This is how you will create an inspection record for use on a Campus.
 +
 +
{| class="wikitable"
 +
|-
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">1</font>'''</big>
 +
 +
|Click the '''Add Other''' button to open the add by work request window. Select a Template from the dropdown. Click on the '''Save''' button to move to the next screen.
 +
 +
[[File:Inspection-AddOther.png|774x774px]]
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">2</font>'''</big>
 +
 +
|Select an '''Inspection Date''' from the calendar (Required). Select an '''Inspector''' from the list (Required),
 +
[[File:Inspections-AddOther2.png|1000x1000px]]
 +
|-
 +
|<big>'''<font size="5">3</font>'''</big>
 +
|Press the '''Save''' button again to finalize.
 
|}
 
|}

Latest revision as of 09:29, 13 May 2016

Add New Inspections

Add Inspections. This is how you will create an inspection record for use on a Campus.

1 Click the Inspections button to open the Inspections window. Select the Campus.

MenuInspections.png

2 Click the Add New Inspection button to open the Add Inspection window.

Add.png

Inspections-AddInspection.png

3 The Inspection window will open. Click the Add By Type button to open the window for that type.

Inspections-AddInspection2.png

If All Campuses is selected, the window will include the campus field. Inspections-AllCampuses.png

Add By Work Request

Add Inspections by Work Request. This is how you will create an inspection record for use on a Campus.

1 Click the Add By Work Request button to show the add by work request fields.

Click the Work Request dropdown and select the work request number. The list shown depends on the Campus selected. Press the Save button to move to the next screen. Inspection-AddByWorkRequest.png

2 The Inspection page opens. Inspection Date is required before the page will save.

Fill out sections for:

  • General Information
  • Attributes
  • Questions
  • Pictures
  • Email Notification

Inspection-AddNewInspectionbyWR3.png


3 Enter other information if available. Add Images if available. Press the Save button when finished.

Inspection-AddNewInspectionbyWR4.png

4 Press the Save button when finished. If errors appear, then correct the fields and save again.

Inspections-Errors.png

5 The newly added inspection will appear on in the Inspections view when that Campus is selected.

Inspection-NewAddedInspectionListed.png


Add By Space Type

Add Inspections by Space Type. This is how you will create an inspection record for use on a Campus.

1 Click the Add By Space Type button to open the add by work request window. Select the Space Type by using the dropdown list.

Inspection-AddBySpaceType.png

2 Type in a Room Name. Certain spec type may have templates associated with them. The template field may appear if certain space types are selected.

Inspection-AddBySpaceType2.png

3 If it appears, click the Template dropdown and select a template from the list.

Click the Save button to open the Inspection window. Inspection-AddBySpaceType3.png

4 Select an Inspection Date and select an Inspector (required). Click the Save button to complete the new inspection.

Inspection-AddBySpaceType4.png

Add By Space

Add Inspections by Space. This is how you will create an inspection record by Space for use on a Campus.

1 Click the Add By Space button to open the add by space fields in the window.

Inspection-AddBySpace.png

2 Click the Space dropdown button to open the list of spaces. Select a space and press the Save button to continue to the next screen.

Inspection-addbySpace3.png

2 Enter the information required and press the Save button to finish.

Inspection-AddNewInspectionbyWR3.png


Add By Area

Add Inspections by Area. This is how you will create an inspection record by Area for use on a Campus.

1 Click the Add By Area button to open the add by area fields in the window. Select a Space Type from the dropdown.

Inspection-AddByAreaRMN.png

2 Select from the Area dropdown and type a Room Name. Select a Space Type from the dropdown list.

Inspection-AddByArea2.png

3 Press the Save button. Complete any additional information in the Inspection screen and save again to finish.


Add Other

Add Inspections. This is how you will create an inspection record for use on a Campus.

1 Click the Add Other button to open the add by work request window. Select a Template from the dropdown. Click on the Save button to move to the next screen.

Inspection-AddOther.png

2 Select an Inspection Date from the calendar (Required). Select an Inspector from the list (Required),

Inspections-AddOther2.png

3 Press the Save button again to finalize.
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