Failed Inspection 

Step 1:
Go to the Service Appointment and scroll down to the Failed Inspection section to find the inspector’s comments. These comments should be copied and pasted from the portal or email. The Inspections Department should also be taking a screenshot and uploading it to the Service Appointment under the Related tab.

Step 2:
Determine whether the fail is something the installers or field support could have prevented (for example, if they missed a sticker shown on the plans).
You can verify this by reviewing the installation and service ticket photos.

Step 3:
Once you determine where the fail lies, go into Project Assistant (PA) and claim the job. This step is found under the Installation section.

Step 4:
In the PA step, fill out the Field Audit section with:

• Your name
  
  

• Completed date
  
  

• Result (should always be “Fail”)
  
  

• Details describing your findings
  
  

Step 4.2:
Scroll down to the Inspection section and adjust the Fail Reason, if it’s not an installation error.
(Refer to the guide below that explains what each Inspection Fail Reason means and when to use it.)

Step 4.3:
If it is an installation fail, fill out the Inspection Fail Subtype field with all applicable reasons (including Field Support if we missed something).

Step 5:
After Step 4 is complete, move to the next page. If the inspector is incorrect about something, you can edit the existing Service Appointment or open a new CO as needed.

Step 6 (Editing Existing SA):

• Adjust the Work Type to the appropriate category (e.g., Roof Wire Management, Labels, etc.).
  
  

• Update the Description using the Inspection Fail Appointment template or the regular SA template.
  The description should be clear and concise, explaining exactly what needs to be done to address the failed inspection.
  
  

Step 6.2 (Creating a CO):
If a new CO is required:

• Check the “Open CO” box next to the “Edit Existing SA” button.
  
  

• When you hit Next, it will take you to a screen to fill out the CO details (same as opening a regular CO).
  Make sure to copy and paste the inspector’s comments and include your notes on what needs to happen to resolve the failed inspection.
  
  

Step 7:
Leave your Project Note, complete the step, and you’re done!