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Overview of Inspections & Defect management capability

Before launching a site and using Guided Home's defect capture capability you will need to complete the configuration steps

 

This video shows how to use Guided Home's inspections and defects capability including: 

1. How to access the Inspections & Defects Tool 0:00

2. How to configure Defect Email Alerts and Settings 0:12

3. How to raise Defects 0:24

4. How to navigate the Inspections and Defects Tabs 0:38

5. How to search and filter for Defects 1:05

6. How to managing Defects to completion 1:19

Guided Home Inspections and Defects Management Overview - Watch Video

Key Steps

1. Accessing the Inspections Tool 0:00

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  • Navigate to the Inspection Actions Menu.

  • Click on the Configurations Tab to access the settings.

 

2. Configuring Email Alerts and Settings 0:12

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  • Turn on the guided inspections tool.

  • Set up the following configurations:

    • Recipients for email alerts.

    • Inspection defect types.

    • Priorities for defects.

    • Associated Service Level Agreements (SLAs).

 

3. Raising Defects 0:24

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  • After configuration, you can start raising defects.

  • Use the Inspections Homepage to view statistics:

    • Total number of defects.

    • Defects created categorized by age buckets, including the critical 28-day mark.

 

4. Navigating the Inspections and Defects Tabs 0:38

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  • On the Inspections Tab, view each inspection and its associated plots.

  • On the Defects Tab, see a complete list of all defects based on:

    • Keywords.

    • Plot information.

 

5. Filtering Defects 1:05

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  • Use filters to control the view of defects based on:

    • Specific inspections.

    • Age buckets.

    • Assigned personnel.

    • Defect status.

 

6. Managing Defects 1:19

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  • Click on a defect to view its details.

  • Manage the defect by:

    • Editing its status.

    • Assigning it to a defect owner.

    • Sending updates to the resident at any point.

Cautionary Notes

  • Ensure all configurations are set correctly to avoid missing alerts.

  • Regularly check the status of defects to ensure timely resolution.

Tips for Efficiency

  • Familiarise yourself with the filtering options to quickly find relevant defects.

  • Regularly review the inspections homepage for an overview of defect statistics and trends.

Link to Loom

https://loom.com/share/0e653fb4504349d49e93a62dd817a4ee