🧰 Deficiencies Listing Screen
The Deficiencies Listing Screen provides a centralized view of all deficiencies across your inspections—allowing you to review, filter, update, and take action without jumping between multiple reports.
By bringing all relevant data into one place, your team can:
- Identify recurring issues quickly
- Track deficiency history across inspections
- Make faster service and sales decisions
- Reduce time spent navigating between screens
To access this screen, click the Deficiencies tab on the navigation bar.
🔍 Filters
The Deficiencies screen includes filtering options to help you quickly find exactly what you're looking for.
Key Behavior
- Sticky Filters - Your selections will remain applied even if you leave the page and return later
- Click Reset to clear all filters and return to the full list
- Click the Filter icon to view and manage available filters
Available Filters
- Resolved?
- Date Opened
- Last Reported On
- Building
- Account
- Assets
- Resolution Status
- Deficiency Status
- Reported By
- Sales Person
- Inspection ID
- Territory
📊 Deficiency Table
The table displays all deficiencies matching your selected filters. You can fully customize which columns appear.
Configure Columns
- Click the verticle ellipses (⋮) in the table header
- Check or uncheck fields
- Click Apply
Your configuration will persist until you change it again.
📌 Column Definitions
| Column | Description |
|---|---|
| Deficiency # | Unique identifier for each deficiency |
| Inspection | Inspection ID where the deficiency was found |
| Inspection Date | Date the inspection was performed |
| Building | Building associated with the deficiency |
| Date Opened | When the deficiency was first logged |
| Last Reported On | Most recent inspection where the deficiency appeared |
| Resolved? | Indicates whether the deficiency is resolved or still open |
| System/Asset | System, asset, or equipment tied to the deficiency |
| Details | Full context including system, question, location, make/model, etc. |
| Deficiency Status | Workflow status of the deficiency |
| Resolution Status | Current resolution state (e.g., New, Fixed, Quote Accepted) |
| Resolution Notes | Notes added during resolution |
| Notes | Notes added when the deficiency was originally flagged |
| Internal Notes | Internal-only notes |
| Resolved By | User or technician who resolved the deficiency |
| # of Photos | Number of photos attached |
| Actions | Available actions (Edit, Resolve, Delete) |
✏️ Bulk Update Deficiencies
You can update multiple deficiencies at once directly from this screen. This allows users to resolve and update resolution details for more than one deficiency at a time.
How to Bulk Update
- Use the checkboxes on the left to select deficiencies
- Click Update above the table
- In the modal, update any of the following:
- Resolved status
- Resolution status
- Deficiency status
- Resolution notes
- Click Update to apply changes
📤 Export Deficiencies
You can export your deficiency list at any time.
How to Export
- Apply any desired filters
- Select specific deficiencies or use Select All
- Click Export CSV
The export will include only the deficiencies within your current selection and filters.
🧠 Why This Matters
The Deficiencies Listing Screen is designed to eliminate inefficiencies in your workflow:
- No more jumping between reports
- Quickly identify repeat issues across inspections
- Take action in bulk instead of one-by-one
- Turn deficiency data into revenue opportunities
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