Inspection Checklist

This module is to setup inspection checklist templates. These can 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.

For information about this module's toolbars click on the corresponding icon below.

Note: Users can view any field definition by right clicking + Ctrl in that field.

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

Checklist Items grid

This grid contains a list of things that need to happen during the inspection. This list can be manually populated with records or it can be loaded with items from another checklist template from this module.

A sample of the grid appears below. Sort records in each grid by clicking on the headings.  An up or down arrow will appear signifying ascending or descending order. The functions in the grid allow user to view, add, edit, or delete the record.

• Right - click in the grid to add a record
• Right - click on an existing record to get a menu with options to View Record, Add Record, Edit Record, Delete Record, or Load Inspection Checklist.
• Double - click on an existing record to open it
• At the bottom of the grid there are reorder arrows. Select a checklist item in the grid and use the up down arrows to change its positions in the checklist.

How To

Create and populate an Inspection Checklist

1. Add a new record
2. Enter a name in the Checklist Name field. This field is required.
3. Save the record.
4. Right click in the Checklist Items grid and select Add Record. The following window will appear

   

5. Enter a Description to the Checklist Item. Save and close the record.
6. The item will automatically be added to the Check list record.

Load an Inspection Checklist

1. Right - click in the Inspection Checklist grid and select Load Inspection Checklist. The following selection list will appear

   

2. Click on the desired checklist and click Select.
3. The Checklist will be loaded into the grid.