How to Create an Inspection

Guide Steps

Can also create an inspection directly from a voucher/draw or Actions button

Navigate to Loans > Details > Inspections tab of desired loan and click the green Plus button, then select Record or Request.

New Inspection - 1

1

Enter in the current amounts in the Cur % column, if any adjustments or notes need to be made the Adj % and Notes column can be used.

There are three buttons to auto-fill all the percentages at the top.

New Inspection - 2

 

2

Click the green Accept button when finished and then the Close button.

3