Creating Stand-Alone Inspections
Step 1 - Open The Create Inspection Popup
Head to the Service - Tasks Page via links available on the Left Navigation Bar. Click on the Create button visible on the top right corner of the page and then click on one of the inspection creation buttons visible in the resultant drop-down. Both lead to the same creation popup, with the relevant type pre-selected.
An inspection can either be created as an independent inspection, or as a dispatch/off-rent pair.
Step 2 - Select Assets For Inspection
The New Inspection Popup features an asset selection interface where multiple assets can be selected.
Step 3 - Select Customer, Due Date, and Add Notes (Optional)
Once asset selection is finalized, click on the Next button to head to the customer selection and notes tab.
Once customer selection is finalized, a due and notes added, click on the Create button to complete the Inspection Creation Flow and generate the new inspections.
In case a due date is not set, user will be prompted with a warning, confirming if they want to create the inspections without a due date.
User can either choose to go back and set a due date, or confirm the prompt to create inspections without the due date.
A teal colored notification towards the bottom right of the screen informs the user when inspections are created successfully. Clicking on this notification opens up the newly created inspections
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