使用桌面应用程序进行检查

开始检查访问

在桌面应用程序中开始访问。

1. 在公共部门：检查管理应用程序中，从应用程序导航菜单中选择计划检查。
   
2. 查看为您安排的当天检查。
   • To filter the visits, click , and then filter by priority, status, or date.
   • To sort the visits, click , and then sort by date and time or priority.
3. 选择走访。
4. 采取以下任何操作。
   • To see the tasks to complete for the inspection, go to the 任务 tab.
   • To see visit and task notes, go to the 备注 tab.
   • To see special instructions, details related to the inspection, and account information for the applicant, go to the 详细信息 tab.
5. 要开始检查，请单击开始访问。
   

完成检查任务

在桌面应用程序中完成核对清单中的任务。

1. 在访问页面上，转到“任务”选项卡。
2. 填写核对清单。
   • Enter or select values for assessment questions and results. Depending on how your administrator has configured assessment indicator statuses, some results, such as Fail, automatically create a regulatory code violation. Or, on the Regulatory Code Violations related list, click 新建.
   • To read the applicable regulatory code, click 查看法规.
   • To add images to support your observations, click 上传文件.
   • To take notes, click the 新建备注 quick action.
   • If required, record your signature or the signature of the appropriate contact.
   

结束检查访问

在桌面应用程序中结束访问。