To allocate a repair inspector

The procedure to allocate a repair inspector is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row containing the specific repair request against which an inspector is to be allocated. The Repair Request window is displayed.
5. Click on Inspections. The Inspections tab is activated and all recorded inspections are displayed in the List of Inspections summary table.
6. Double-click on the row matching the specific inspection to be assigned an inspector. The Inspection Reference window is displayed.
7. Click on Select Inspector. The Select Inspector window is displayed, revealing a filtered list of inspectors, including their next available appointment and target compliance status 3.
8. Activate the Select tick box against the row matching the preferred inspector for the works order inspection.
9. Where no appointment is required to conduct the works order inspection, or potential diary slots cannot be accessed for the preferred inspector, click on Confirm No Appointment. The name of the selected Inspector is displayed in the corresponding field; proceed to step 13.
10. Alternatively, click on Confirm With Appointment 4 and choose the desired slots from the calendar (or discrete time durations for inspectors employing a time-based diary booking system) 5. Each chosen slot is marked with a tick icon (); selected time durations are highlighted.
11. Where the selected appointment is outside of the preferred slot for the repair inspection (denoted in AMBER or RED), an Override reason must be selected using the drop-down field provided.
12. Click on Confirm Appointment and Save 6.
13. Click on Close.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 The target compliance status (Green - Amber - Red - White) indicates an inspector's availability relative to the target start and completion date period for the inspection, summarised in the table below.

4 The option Confirm With Appointment will only be active for those inspectors with valid diary slots defined within an overarching calendar.

5 Where the arranged appointment exceeds the inspection target period an Override reason must be selected using the drop-down field provided.

6 Use the Back button to select an alternative inspector; click on an active slot or highlighted time period to deselect it.

See related topics...

Repairs inspection management overview

To add a repair inspection

To cancel a repair inspection

To define the user profile

Using the search facility