The Corrective Action form for California Users compiles all deficiencies, resolved or not, from an inspection. In the past, users had to compile these deficiencies manually, pulling from each individual AES form. Now, the form automatically loads this information, along with property and technician information that is set in the office. This article explains the workflow needed to use the Corrective Action form in this manner.
Note: since this is a service-related feature, you must be a Platinum user to generate Corrective Action forms in the office.
Setting Your Pre-fills
While the deficiency information is pulled from inspections, property and technician information can be set up ahead of time in the office. To do so, navigate to Settings → Company Settings and scroll down to the California Form Headers section.
All the information here will now load automatically in the Contractor section on each Corrective Action form.
The property information is dynamic, depending on what building is being inspected, and will also load automatically on each Corrective Action form.
On the iPad
With our pre-fills set, we’ll begin the workflow on the iPad. First, create an inspection and add all the external forms you want to inspect; the Corrective Action form can handle multiple California forms. Should you add more than 23 deficiencies (the limit on the form), a second Corrective Action form will be created automatically.
Once the inspection has been created, inspect each form like you normally would. When marking items as deficient, some things to note are:
It must include a Date (this becomes the “Date Found” column on the Corrective Action form)
Ensure the dropdown for P,F,N/A is set to F (this places the item in the deficiency section on each California form)
After you’ve added all your deficiencies, they will appear in the Deficiencies and Comments section at the bottom of the form. There are a few more things to note here, in order for these to be marked as deficiencies on the inspection:
The D checkbox must be selected (this marks the item as a deficiency)
Enter in any comments about the deficiency (these will be pulled into the Corrective Action form)
Continue adding deficiencies across forms as necessary. Once satisfied, tap Review & Complete on the inspection home screen. Here, you will see the full list of compiled deficiencies.
If no more changes are to be added, then tap Complete & Submit to send this inspection to the office.
In the Office
Next, navigate to the inspection you just submitted and create a work order.
On the new work order screen, click the Update button and move the work order’s status to Closed. This allows you to download the report. Once the work order has been closed, click the Download button on the right side of the screen and choose “Corrective Action Form.”
This will download a Corrective Action form with the deficiency information compiled across all California forms inspected.
Below is an explanation of each column in the form:
Item - The item number that is deficient
AES Form # - The form number the item comes from
In the above example we see AES3.00, 2.45, and 2.20. This means three different California forms were inspected
Date Found - The date this deficiency was submitted in Inspect Point
Date Corrected - The resolution date of this deficiency (when applicable)
Deficiencies and Comments - Any comments entered on the individual AES forms for the deficiency
Note: If a deficiency is resolved, then the resolution note will display instead of the deficiency note. To do so, resolve your deficiency in the office and regenerate the Corrective Action form. The updated note will now appear.
Need help? Contact our Support Team at email@example.com or submit a support ticket through the "Submit a request" link above.