Findings Workflow

This guide covers the complete findings lifecycle, project management patterns, location hierarchy best practices, and the support system. It documents workflows that power users rely on for day-to-day inspection management.

Finding Status Lifecycle

Findings move through 6 statuses that track their full lifecycle from identification to resolution. Status transitions trigger comment entries so the history is always clear.

Status	Meaning
Open	Newly created finding, not yet assigned or actioned
In Progress	Assigned and actively being worked on
To Be Reviewed	Work completed, awaiting verification by another user
Closed	Fully resolved and confirmed
Accepted As Is	Acknowledged but accepted without rectification (documented decision)
Cancelled	No longer relevant; finding is withdrawn
Shipyard Confirmed Rectification	(YachtInspect) Shipyard has formally confirmed that rectification is complete

Recommended Lifecycle Flow

Open  →  In Progress  →  To Be Reviewed  →  Closed
                                         ↘  Accepted As Is
         In Progress  →  Cancelled

Each status change can include a comment explaining the reason for the transition. These comments appear in the finding's comment thread.

Finding Tabs

The Findings view has multiple tabs for different workflows:

Tab	Purpose
All Findings	Full list of project findings with search and filters
My Findings	Filtered to findings assigned to you
Deck Plans	Location markers on uploaded drawings (see Deck Plans)
Timeline	Gantt chart view with bars spanning Start Date to Due Date (see Findings Timeline)
Risk Assessment	Activity-based risk evaluations (see Risk Assessment)

Project Management

Switching Projects

1. Tap the Profile tab.
2. Tap Change Project.
3. Select a project from the list, or tap Create New Project to set up a new one.

All findings, reports, and inspections are scoped to the selected project.

Creating a New Project

When creating a project you need:

• Project name (required)
• Client / vessel name (required for YachtInspect)
• Location (optional but recommended)
• Start date (optional)
• Project type / category (optional)

Project Status Options

Status	Meaning
Active	Currently being worked on (default for new projects)
Completed	Work finished, project closed out
On Hold	Temporarily paused
Archived	Retained for records but no longer active

Use Archived rather than deleting completed projects so that historical reports and findings remain accessible.

Location Hierarchy Best Practices

The location system uses a 5-level hierarchy. Planning your location structure before starting a project pays dividends as findings accumulate.

General Principles

1. Plan the structure first -- sketch your location levels on paper before creating findings. Changing level names mid-project creates inconsistency in filters and reports.
2. Use consistent terminology -- agree on abbreviations and naming conventions with your team. For example: always "Port" not "PS" / "Port Side" interchangeably.
3. Start broad, end specific -- Level 1 should be the broadest area; Level 5 should be the most precise position or component.
4. Mirror the inspection workflow -- arrange locations in the order you physically move through the site or vessel. This makes data entry faster during an on-site inspection.

Example Structure (Vessel)

Level	Example Values
Level 1	Main Deck, Engine Room, Accommodation
Level 2	Forward, Midship, Aft
Level 3	Starboard, Port
Level 4	Upper, Lower
Level 5	Component (e.g., "Sea Cock", "Bilge Pump")

Example Structure (Building)

Level	Example Values
Level 1	Building A, Building B
Level 2	Floor 1, Floor 2, Basement
Level 3	North Wing, South Wing
Level 4	Room 101, Room 102
Level 5	Equipment (e.g., "HVAC Unit", "Fire Panel")

Support and Issue Reporting

If you encounter a problem with the app or need assistance, you can create a support issue directly within the app:

1. Navigate to the Profile tab.
2. Scroll to Support or Report Issue.
3. Describe the issue, attach screenshots if applicable, and submit.

Support issues are tracked in the backend and visible to the app team. You can check the status of submitted issues from the same menu.

For urgent matters, contact: support@quickinspect.me

Role Permissions Summary

Action	Free	Standard	Key User	Admin
View findings	Yes	Yes	Yes	Yes
Create findings	No	Yes	Yes	Yes
Close / change status	No	Yes	Yes	Yes
Delete findings	No	No	Yes	Yes
Manage projects	No	No	Yes	Yes
Risk Assessment	Read-only	Yes	Yes	Yes
User management	No	No	Yes	Yes

For the full role permissions matrix, see the Team Collaboration Guide and the Settings & Company tutorial.

What's Next?

• Findings Timeline: Visualize findings on a Gantt chart
• Deck Plans: Place markers on vessel drawings
• Risk Assessment: Activity-based risk evaluation
• Team Collaboration: Managing user roles and invitations