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Manage Inspection Report
In this article, you’ll learn how to manage inspection reports in your Membroz account.
Steps to manage inspection report:
There are 2 ways to manage inspection reports.
Firstly,
Step-1. In the organization menu, select ‘Customer‘ & navigate to ‘Customer asset‘.
Step-2. Select any customer asset in the asset list to create an inspection report.
Step-3. Click on the ‘New‘ button or ‘Inspection‘.
Secondly,
Step-4. In the organization menu, select ‘Work order & Services’.
Step-5. Navigate to the ‘Inspection‘ button in the work order.
Step-6. Click on ‘Add Inspection‘.
Step-7. Enter all the mandatory details as shown below. Also, fill up the Inspection form as per the requirement & click on the ‘Save‘ button.
Step-8. Click on the customer name for whom the inspection report is created.
Step-9. This is how the inspection report is created.