How to Raise a Pest Inspection Record
Note: Pest Inspection Programmes must be set up first in the Pest Control module before a Pest Inspection Record can be created. Click here to access the article on setting up a Pest Inspection Programme.
A Pest Inspection Record can be added in three ways. Below are the steps that must be carried out in order to add a Pest Inspection Record. Expand each step below for further explanation.
Option 1: Using the 'Add Inspection' Button within the Pest Control Module
To manually add a Pest Inspection Record in the Pest Control module, navigate to the Pest Control module via 'PRP Control>Pest Control' and click the 'Add Inspection’ button.
Image: Navigation to Pest Control Module, and Click 'Add Inspection' Button
A pop up will appear on screen prompting you to select the Pest Inspection Programme for which you wish to add the Pest Inspection Record. Using the dropdown, or typing into the box, source your preferred Pest Inspection Programme and click 'Create'.
Image: Pest Inspection Programme Pop-Up Screen
Image: Selecting the Pest Inspection Programme to create the Pest Inspection Record from
Image: Clicking the 'Create' Button to generate a New Pest Inspection Record
Once created, the Pest Inspection Record will open on the Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Pest Inspection Record
Note: For further explanation on how to complete the three Workflow Stages of the Pest Inspection Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Pest Inspection Programme
To manually add a Pest Inspection Record from a Pest Inspection Programme, navigate to the Pest Control module via 'PRP Control>Pest Control', access the 'Plan’ tab and locate the Pest Inspection Programme you wish to raise the Record from.
Image: Navigate to the Pest Control Module, Access 'Plan' Tab and Locate the Pest Inspection Programme
Once you have access the Pest Inspection Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Pest Inspection Record.
Image: Using the 'Actions>Add Record'
Once created, the Pest Inspection Record will open on the Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Pest Inspection Record
Note: For further explanation on how to complete the three Workflow Stages of the Pest Inspection Record, see here.
Option 3: Using the 'Scheduler' within the Pest Inspection Programme
If the Scheduler has been set within the Pest Inspection Programme, Pest Inspection Records will be automatically generated by the system at the frequency detailed.
Note: For further explanation on how to set up the Scheduler within the Pest Inspection Programme, see here.
Image: Pest Inspection Programme - Scheduler Details
Pest Inspection Records generated via a Scheduler will be placed in the 'Actions' tab of the Pest Control module and opened in the Record workflow stage.
Image: Pest Inspection Record Generated via a Scheduler in Actions Tab of the Pest Control Module
Image: Pest Control Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete the three Workflow Stages of the Pest Inspection Record, see here.
Related User Guide Articles
- How to Add a Pest Inspection Programme