# Audit Carry-Over: Open Findings from Previous Inspections

*Release: 2026-04-23*

## What's new

When you start a new Inspection of a given type on a ship, you often want to carry over the open findings from the previous Inspection of the same type — so that problems that were raised but not yet fixed are automatically part of the new Inspection too, without you having to re-enter them.

ZeeBORN now supports this **Carry-Over** with a single click.

## How it works

- Findings that are still **open** (status "new" or "in process") in any previous Inspection of the same type on the same ship are picked up.
- Each such finding is **copied** into the current Inspection as a new Task, linked back to the original for traceability. The description of the new task is extended with a **[Carry-Over] ...** line showing the original Task number and the carry-over date.
- The original task is **closed automatically** (status "completed") and gets a closing remark pointing to the new task.
- On the task's HTML detail page, a clear **"Legacy Task — Carried Over from Previous Inspection"** banner is shown so there's no doubt that this finding originated in an earlier Inspection.
- The **[CARRY-OVER]** prefix is also added to the task's title header.

## Turning it on per Inspection Type

Carry-Over is configured **per Inspection Type** — not every type benefits from it. For example, a scheduled Safety Walk might want carry-over, while a one-off Technical Superintendent visit might not.

1. Go to **Audit & Inspection → Configuration → Manage Inspection Types**.
2. Pick the Inspection Type.
3. Tick **"Carry Over Open Findings"** in the properties.
4. Save.

## Triggering the Carry-Over (test phase)

> **⚠️ Test-phase note:** During the current release the carry-over is triggered **manually** via a button, so you can verify the behaviour in a controlled way before it runs automatically. In the following release, the carry-over will run **automatically** when you create a new Inspection of a Carry-Over-enabled type — no click needed.

### Manual trigger (current release)

1. Create a new Inspection of the configured type as usual.
2. Select the new Inspection in the tree.
3. Click **Carry Over Open Findings** in the action bar. (The button is only visible if the Inspection Type has carry-over enabled.)
4. A confirmation dialog asks you to confirm the operation.
5. After the operation, a summary dialog tells you how many findings were carried over and reminds you that the previous Inspection(s) can now be closed manually.

### Automatic trigger (planned for next release)

The manual button will be kept as a fallback, but the default behaviour will be:

- When you create a new Inspection of a Carry-Over-enabled type and set its status to "in progress" (not "planned"), ZeeBORN runs the carry-over automatically.
- The previous Inspection(s) are also closed automatically in that flow.

## What happens to the Safety Report

The carried-over findings appear in the Safety Report of the **new** Inspection. The origin-audit name (where the finding was first raised) is shown next to each deficiency, so auditors can trace the history.

## Things to check after the first carry-over

- **Look at the task list of the new Inspection** — every carried-over task is tagged **[CARRY-OVER]** and shows the banner.
- **Look at the previous Inspection** — its tasks are set to "completed" with a closing remark pointing to the new task.
- **Run the Safety Report** — the carried-over findings appear under the new Inspection, with the origin-audit listed.

## Rollback / Undo

If you carried over findings by mistake, you can reverse the operation manually by:

1. Deleting the carried-over tasks in the new Inspection.
2. Reopening the original tasks in the previous Inspection (or undoing their "completed" status via the follow-up).

A dedicated undo button is not part of this release and will be considered based on feedback.

*[PO]: Purchase Order  
*[AZA]: local folder
*[(PO]: Purchase Order  
*[RQ]: Requisition  
*[(RQ]: Requisition  
*[RfQ]: Request for Quotation  
*[(RfQ]: Request for Quotation  
*[SO]: Service Order  
*[(SO]: Service Order  
*[SQ]: Service Requisition  
*[(SQ]: Service Requisition  
*[SRfQ]: Service Request for Quotation  
*[OoB]: Open on Board  
*[(OoB]: Open on Board 
*[ART]: Average Running Time (operation hours per day) 
*[MC]: Master Contract
*[ADS]: Advantage Database Server (database engine used in previous versions of the ZeeBORN software)
*[.replic]: file extension for replication files (aka data transfer files)