How do I record a brand new Contractor Event?

A brand new Contractor Event can be logged when clicking on the contractor tab. On the right-hand side of the screen you will see the option to ‘Log Contractor Event’ button, which is highlighted in red below: 

A pop up will appear as per the below.

You will then have two options to select from one is to record a brand new inspection or to log a review of an existing inspection.

To select a brand new inspection, click the button next to ‘A brand new Event / Inspection’ and click ‘log event’.

The popup will refresh with the inspection data entry screen. 
 
The first box is ‘Site Specific’. This is to confirm if the Inspection is relating to one property or not.

The next box is a mandatory field, ‘Event/Inspection type’. This list is customisable by the system administrator and should show all main inspection types that can be logged in the system.

Notes is a free-text box where any additional information relating to the inspection being recorded can be stored. This field, however, is not mandatory

The system will then ask for the date of when the inspection took place. The system automatically defaults the inspection to the current date, but you can manually change this by using the integrated calendar, which will be displayed once the inspection date field is selected. 

The two next circular buttons ask if this event was a one-off, or whether it will need to be reviewed on a regular basis. If the inspection you are logging is to be reviewed on a regular basis, the integrated calendar be displayed asking for the next review date.

The system will then take a calculation of these two dates, work out the frequency, and pre-populate the calendar automatically for the next five years.

If you have a document you would like to store against this inspection, simply enter a document description, and then browse to its location on your PC or network using the “upload document” area. Once the file has been selected, click ‘upload’. Multiple documents can be stored against one event by simply repeating this process.

For tips on uploading documents please see the article “Having issues uploading documents?”

Finally, ‘action(s) identified’ is a mandatory field which asks if any issues were identified as part of the event. If the answer is yes, details of any actions will be added on the following screen. If the answer was no, you will be displayed with the inspection summary screen, so that you may review what you have just recorded

For more information on recording actions, please see article “How do I record an action?”

Some Inspections may have an Audit Report attached to it.

The Audit Report is a way for a client to build their own online questionnaires which appear whenever particular Contractor Event Types are added.