OneSolar CRM

Academy

Inspection Results

Overview

section in the Solar module allows you to manage outcomes of site inspections. This ensures transparency and record-keeping for safety checks, documentation compliance, and inspection approvals. You can add new results, update existing ones, or remove outdated entries.

  • Record and track inspection outcomes in a structured way.
  • Standardize naming and descriptions for consistency.
  • Identify issues like safety violations, missing documents, or failed checks.
  • Provide clarity for compliance and reporting needs.
  • Improve follow-up efficiency by categorizing results.

Navigation Path

Login → Solar → Settings → Inspection Results → [View/Add/Edit/Delete]

Accessing Inspection Results

  • Log in to the application.
  • From the left-hand menu, navigate to Solar → Settings → Inspection Results.
  • The list of inspection results will appear (e.g., Awaiting Inspection, Safety Violation, Documentation Missing).

Module Structure

  • Name – The title of the inspection outcome.
  • Description – A short explanation of the result.
  • Actions – Options to Edit or Delete a record.

1. View Existing Inspection Results

  • Displays a list of predefined and custom inspection results.
  • Examples: Awaiting Inspection, Passed, Conditional Pass, Major Issues, Cancelled.

2. Add New Inspection Result

  • Click the Add button at the top of the page.
  • Fill in: Name (e.g., “Re-inspection Required”).
  • Description (e.g., “Re-inspection is required due to pending issues.”).
  • Click Save to add the new result.

3. Edit an Existing Inspection Result

  • Locate the inspection result from the list.
  • Click Actions → Edit.
  • Update the Name or Description as needed.
  • Click Update to save changes.

4. Delete an Inspection Result

  • Locate the result you want to remove.
  • Click Actions → Delete.
  • Confirm deletion to remove the entry.

See it with your own projects

Book a demo and we will walk through your workflow.

Book a demo