Monthly Inspection Visits

How to use the report

To use the report, simply follow the steps below:

1. Click on the ‘Supervisor’ box.
2. Search the supervisor by typing their name or scrolling inside the box and click on their name to select them.
3. Click on the ‘Inspection Form Type’ box.
4. Scroll inside the box and click on the inspection form type that you want.
5. Select the date range that you want from the ‘Date Range’ box.
6. For custom dates select ‘Custom Range’ on the ‘Date Range’ box and select your dates.
7. Click the ‘Search’ button.

Available data

The following data are displayed in this report:

1. Account

The account at which the inspection visits are performed.

2. Service

The service for which the inspection visits are performed.

3. Supervisor

The full name of the supervisor that performs the inspection visits.

4. Minimum Inspection Visits Required per Month

The minimum number of inspection visits that should be performed each month.

5. Had to be done

The number of inspection visits that should have been performed at the selected date range.

6. Done

The number of inspection visits that have been performed at the selected date range.

7. Not Done

The number of inspection visits that should have been performed at the selected date range, but have not.

8. Active

Shows whether the service is active or not.

Related articles

Read this article to see how you can filter, sort and export the data of this screen, or even select which columns will appear.