Inspection Checklists

This module allows users to set up template Inspection checklists. The checklist can be to the General tab in the inspection module. These are then used when filling out IPT Facility Inspection records.

Module Toolbar

For more information about the tools available in this module go here.

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

To access the Inspection Checklist module, select Sewer > Environmental Compliance > Industrial Pretreatment > Inspection Checklist and the following window will appear.

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 it's position in the checklist.

How To

Create and populate a Checklist

1. Add a new record
2. Enter a name in the Checklist Name field.
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 field. Fill out other desired fields.
6. Save and close the record.
7. The item will automatically be added to the Checklist record.

Load an Inspection Checklist

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

   

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