Auto-create Post Inspection Checklists on Item Return

This feature will auto-create a maintenance post inspection checklist when hire items are returned.

How to activate this feature

  1. From the main menu strip at the top, go to Setup > Preferences > Misc.
  2. Scroll down to 'Maintenance Inspection Checklists' section towards the bottom.
  3. Check the 'Auto-create Post Inspection on Item Return' checkbox.
  4. Click 'Save Changes'.

Post inspection checklists are only auto-created for items that have a default 'Post Inspection Checklist' template assigned to them.

How to assign a default post inspection template to a hire item

  1. From the main menu strip at the top, go to Setup > Items.
  2. Look up an item, then click the item row to view and edit the item details.
  3. Click the 'Maintenance' tab.
  4. Select a template from the 'Post Inspection Checklist' dropdown towards the bottom.
  5. Click 'Save Changes'.

When the item is returned (i.e. the 'Hired To' date is populated), the post inspection checklist will be created automatically.  In Maintenance > Inspection Checklists, the record will appear with a light orange/red background to indicate the inspection is pending, as the 'Start Date' will be blank.  The 'Inspection Reason' will be auto-populated as 'Item Returned on 31/01/2020' for example.  The 'Meter Reading' is also populated based on the 'Meter Reading To' entered against the item on the Invoice.

     

  


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