Audit

Open findings from an earlier inspection can be taken over into a new one instead of being typed in again. This tutorial gives the order of the steps; the function itself is described in the documentation under Carry-Over Findings.

Suggested order

1. Decide per inspection type. Carry-over is switched on for an inspection type, not for a vessel or a single inspection. Types that recur benefit from it; a one-off visit usually does not.
2. Switch it on before creating the inspection. The button for carrying findings over only appears for types where the setting is active — if it is missing, this is the reason.
3. Create the new inspection first, then carry over. The findings are copied into the inspection that is selected, so it has to exist beforehand.
4. Check both sides afterwards. The new inspection should show the carried-over tasks marked as such; the previous one should show the same tasks closed, each with a remark naming its successor.
5. Run the safety report of the new inspection and confirm that each carried-over finding names the audit it originally came from.
6. Close the earlier inspection — that is not done automatically, the summary only reminds you of it.

Good to know beforehand

There is no undo button. A carry-over made by mistake has to be reversed by hand, by deleting the copies and reopening the originals — so it is worth checking the inspection type before the first run rather than after it.