Create an inspection visit from an inspection request

Use an inspection request to create an inspection visit. The items allocated to the inspection request are allocated to the inspection visit. Based on the inspection request, the inspection visit is updated with the inspector details, forecast date, addresses, and so on. The Release checkbox is cleared for the inspection visit and you can modify the inspection visit.

1. Navigate to the s52018 Inspection Request screen.

2. In the Current Project control block, from the Project dropdown, select the ID of the project related to an inspection request.

3. To refresh the screen, select the F5 key.

4. In the Inspection Request grid, select a row.

5. On the s52018 menu, in the Options group, select Create Inspection Visit.

   The d5207 Transfer to Inspection Visit dialog appears.

6. Select the Create New Inspection Visit checkbox.

7. Select Update.

   The s52006 Inspection Visits screen appears.

   In the Inspection Visit grid, a new inspection visit is created based on the inspection request selected in the s52018 Inspection Request screen. The value in the IR Id field of the selected inspection request is copied to the Visit ID field of the inspection visit.

8. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s52006 Field descriptions.

9. To save the changes, on the Home menu, in the Record group, select Save.