Inspection Checklist

Inspection checklist templates are established in the Inspection Checklist Setup module. Checklists can then be loaded directly into a FOG Inspection record.

The module consists of a Checklist Name field to identify the checklist, and a grid to contain the checklist items.

Module Toolbar

More information about the tools available in this module

Note: To view an explanation of any field, Ctrl + right click in that field.

To access the Inspection Checklist Setup module, select Sewer > Environmental Compliance > Fats Oils Grease > Facilities > Setup Modules > Inspection Checklist.

Checklist Items Grid

The Checklist Items grid contains a list of actions that must take place during the inspection. Users may enter items manually or load items from another checklist template in this module.

A sample of the grid appears below.

• Right-click in the grid to add a record.
• Right-click on an existing record for options to View Record, Add Record, Edit Record, Delete Record, or Load Inspection Checklist.
• Double-click on an existing record to open it.
• Reorder arrows appear at the bottom of the grid. Select a checklist item in the grid and use the arrows to change its position in the checklist.

How To Create and Complete an Inspection Checklist

1. Click to add a new record.
2. Enter a name in the Checklist Name field (required).
3. Save the record.
4. Right-click in the Checklist Items grid and select Add Record. The following window will appear:

   

5. Enter the Checklist Item.
6. Save and close the record. The item automatically is added to the Checklist record.

How To Load an Inspection Checklist

1. Right-click in the Inspection Checklist grid and select Load Inspection Checklist. A selection list appears with a list of other checklists from this module:

   

2. Click on the desired checklist and click Select.
3. The checklist is then loaded into the grid.