- All Users
- Admin Users
Inspection Line Items Can Now be Marked as Required
Specific Line Item Locations within an Inspection can now be set to required. If they are, they'll be indicated as such with an asterisk (*) on the Inspection form. The COMPLETE INSPECTION button won't enable until you select an Outcome for all the required Locations.
See also: Perform and Assign Inspections
Search Required Before Adding a Custom Operation
To promote the use of operations already in the system, the CUSTOM OPERATION button was removed from the Editing Case page and the Custom Operation tab was removed from the Add Operation page.
This is to encourage you to search for an operation and select one from the list before creating a custom operation. After you search for an operation, the Custom Operation tab will appear for you to create a custom operation in case you don't find the operation you need.
NOTE: This is now the default setup. Your system admin may change this setting to always display the Custom Operation tab without requiring you to search first.
Admins - Control Whether Search is Required for Custom Operations
As mentioned above, the CUSTOM OPERATION button was removed from the Editing Case page and the Custom Operation tab was removed from the Add Operation page to help create consistent estimates and better reporting.
This is now a default setting. To change it and make the tab always display even before users search, set the Allow Custom Operations before operation search setting in the Location Features list to YES.
See also: Set Up Your Location Information