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Newport Beach, CA 92660
http://help.axisportal.com/
 
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      • Work Order
        • Property Inspection Checklists
          • Adding Checklists
          • Editing / Removing Checklist Templates
          • Using Generated Checklists
          • Completing Checklists
          • Cancelling Checklists
          • Viewing Checklist History
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          Help Section          

Completing Checklists
 

Control Panel > Work Order > Property Inspection Checklists

Completing Checklists:

  1. A checklist can be completed by clicking Save & Complete instead of Save when Using Generated Checklists.
  2. If not already completed, locate the desired checklist from the Open Checklists section.
  3. Select the checklist with a checkmark, and click Complete.

    http://resource.axisportal.com/077066d4-3bf3-4cbb-b741-ce2fe8682faf.resc
    Note:
    • A checklist cannot be completed if you have a Follow Up pending.

  4. To Follow Up on an issue in order to complete the checklist, select Update.

    http://resource.axisportal.com/e040d78c-dfb9-44c3-bc8d-e2484462100b.resc

  5. An item marked for Follow up will be highlighted in yellow for easy reference. Enter a Date Resolved using the mini drop-down calendar.

    http://resource.axisportal.com/c57bde6b-154f-4bb0-9541-de0c15c17d9c.resc

  6. Images can be uploaded to checklist items to compliment documented issues. Click on the Upload Image icon next to the calendar icon.



  7. In the pop-up window click Browse and select the image file from your computer or local network. Once completed click Add.


    Note:
    • Numerous images can be uploaded to document the process of a resolution.
    • A number in parenthesis will display next to the image upload icon to signify that images have been uploaded for that checklist item.
    • Uploaded images can be viewed anytime when using a generated checklist or from the Checklist History section.

  8. Click Save & Complete to save changes and close out the checklist. Clicking Save & Complete will add the checklist to the Checklist History.
Last Updated: September 04, 2018