Findings Workflow

This guide covers the complete findings lifecycle in YachtInspect, working with vessel projects, location hierarchy best practices, and the support system. It documents workflows that surveyors rely on for day-to-day findings management on board.

Finding Status Lifecycle

Findings move through 6 statuses that track their lifecycle from identification to resolution. Status changes are recorded in the finding's comment thread, so the history is always clear.

Status	Meaning
Open	Newly created finding, still to be dealt with
To be reviewed	Work completed, awaiting review
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Cancelled	No longer relevant; finding is withdrawn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	The shipyard has formally confirmed that rectification is complete

Closed, Accepted as is, Cancelled and Shipyard confirmed rectification are final: the finding becomes read-only.

Recommended Lifecycle Flow

Open  →  To be reviewed  →  Closed
                         ↘  Shipyard confirmed rectification
                         ↘  Accepted as is
Open  →  Cancelled

On the findings list, the Mark as "To be reviewed" button moves an open finding to To be reviewed in one tap (and Undo "To be reviewed" moves it back). Each status change can include a comment explaining the reason for the transition.

Findings Tabs

The Findings tab has four tabs at the top:

Tab	Purpose
Findings	Full list of the vessel's findings with search and filters
My findings	Filtered to findings assigned to you
Marker	Finding markers on the uploaded deck plan (see Deck Plans)
Timeline	Gantt chart view with bars from the Date of Finding to the Due Date, grouped by system (see Findings & Actions Timeline)

Vessel Projects

In YachtInspect, each project is a vessel (called a product in some places of the app). Findings and reports belong to the selected vessel.

Switching Projects

1. Tap the Profile tab.
2. Tap Change Project.
3. Select a vessel from the list, or add a new one.

The list can be filtered by Active, Favorites and Finished -- closed projects move to Finished, so the main list stays focused on current work.

All findings and reports are scoped to the selected vessel.

Creating a New Project

A new vessel needs a Name. You can also add:

• A photo of the vessel and a drawing (for deck plan markers)
• Manufacturer, Power and Propulsion
• A Milestone and the Total hours spent
• A schedule Status: Delayed, As planned or Ahead

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 survey workflow -- arrange locations in the order you physically move through the vessel. This makes data entry faster during an on-board survey.

Example Structure

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")

Support and Issue Reporting

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

1. Open the Lists tab.
2. Under Support, tap Support.
3. Describe the issue, attach screenshots if applicable, and submit.

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

For urgent matters, contact: support@quickinspect.me

Role Permissions Summary

Default permissions (your company can adjust them):

Action	Free	Standard	Key User
View findings	Yes	Yes	Yes
Create findings	No	Yes	Yes
Delete findings	Own only	Own only	Yes
Add projects (vessels)	No	Yes	Yes
Edit or delete any project	No	No	Yes
User management	No	No	Yes

Key Users can grant Free users extra rights, such as creating findings, individually.

For the full role permissions matrix, see the Role Permissions Matrix.

What's Next?

• Findings & Actions Timeline: Visualize findings on a Gantt chart
• Deck Plans: Place markers on vessel drawings
• Your First Vessel Inspection: Document your first finding step by step
• Team Collaboration: Managing user roles and invitations