Overview

You can assign an inspection to an existing project or create a new project. In addition you can assign the inspection to a team and team member.

Assigning an inspection

When you create an inspection, step #5 allows you to assign the inspection to a project and / or team.

alt text

Select step #5 (Assign inspection), the project and team assignment page is displayed.

alt text

The top half of the page allows you to assign the inspection to a project. The lower half of the page allows you to assign the inspection to a team and / or team member.

Assigning the inspection to a project

By default there is no project associated with the inspection you have created. To assign the inspection use the following procedure:

  1. Select the Choose an option field, a dialog appears allowing you to select one of the following options:
Existing project

When you select the existing project option the Project selection field is added to the page that allows you to select an existing project.

alt text

New project

When you select the new project option a Name field is displayed. Enter a name for the new project.

alt text

You are also provided with two optional fields:

Tasks

This allows you to select one or more tasks that need to be associated with the new project, see [Project tasks].

Routes

This allows you to select one or more routes that need to be associated with new project, see [Project routes].

  1. When you have completed assigning the inspection to a project you can complete the assigning process by selecting Done.

Assigning the inspection to a team

By default there is no team associated with the inspection you have created. To assign the inspection use the following procedure:

  1. Select the Teams field to assign the inspection to a team, a dialog appears allowing you to select an existing team within the system.
  2. Select the Team member field to assign the inspection to an individual member within a team, a dialog appears allowing you to select an existing team member.
  3. When you have completed assigning the inspection to a team and team member you can complete the assigning process by selecting Done.

When you have completed assigning the inspection to a project and / or a team the fifth step of the process indicates that it is complete.

alt text