Carry over failed checklist items

If you enable the Failed checklist item carry-over feature for an inspection type, Civic Platform or Citizen Access carries over the failed checklist items from an inspection to the subsequent inspection (or inspections) that users schedule in the same record, until all the failed items are resolved.

To enable the failed checklist item carry-over for an inspection type

1. Go to the Inspection - Edit page, and set the Capture and carry over failed checklist items option of the target inspection type to Auto or Auto-all. If you set it to Prompt, the carry-over feature works in Civic Platform and not in Citizen Access. For more information, see Add, edit, and delete inspection types.

2. Go to the Inspection results group - Edit page of the result group which is associated with the target inspection type, and set one or more results with the Result type as Approved or Denied. For more information, see Create, edit, and add results to inspection result groups.

3. Go to the Reference checklist page, select the checklist which is associated with the target inspection type, and mark the Carry over failed items check box for one or more checklist items in the checklist. For more information, see Create, edit, update, and delete checklists and checklist items.

4. Open the checklist item status group edit page, and create one or more statuses with the Result Type as Denied. For more information, see Create, edit, update, and delete checklists and checklist items.