Overview
The Draw Inspection Widget feature enables users to create and manage Inspection Orders directly on the Draw Overview Page. This integration improves transparency, facilitates vendor communication, and ensures the relevant inspection data is automatically pulled into the draw overview. The feature is especially useful when requesting inspections as part of funding validation.
Creating an Inspection Order from the Draw Overview Page
Description
Users can now initiate an inspection order directly from a draw overview page via the Draw Inspection Widget. This feature streamlines the inspection process by associating the purchase order with the draw and enabling vendors to submit relevant inspection data.
Step-by-Step Instructions:
Step 1: Access the Draw Overview
Navigate to the deal and open the specific draw from the overview page.
The “Draw Inspection” widget will be visible for draws eligible for inspection orders.
Step 2: Create a New Inspection Order
Click on “New Order” within the widget.
The system defaults the order type to “Inspection” and pre-associates it with the current draw.
(Optional) Add additional draws if the order should apply to more than one draw.
Step 3: Configure the Order
Creating and Fulfilling Submit on Behalf of Vendor Orders as a Buyer
Creating, Monitoring, and Fulfilling Vendor Fulfilled Orders as a Buyer
Note:
If the selected form lacks required fields, a warning message will appear. You can proceed, but some data may not populate correctly.
Step 4: Submit the Order
Click “Next” and then “Create Order.”
The order status will show as “Requested” until the vendor responds.
Vendor Fulfilled Orders | Reviewing and Fulfilling the Inspection Order
Description
After the vendor submits their inspection, the order can be reviewed and fulfilled, and the inspection data will populate back into the draw.
Step-by-Step Instructions:
Step 1: Vendor Submits the Inspection Order to the Buyer for Review:
Step 2: Review the Order from the Draw Inspection Widget
Navigate to Draw Overview Page
Select Review Order
Determine if Order can be marked Fulfilled or if revisions are required
Step 3: Fulfill the Order
Approve the submission by marking it as “Fulfilled.”
Step 4: Review Updated Draw Inspection Widget
Close the Order page overlay
The widget now displays submitted vendor data: requested amount, recommended funding, projected completion date, and updated hard costs drawn to date.
Note:
This data is for reference and does not block the draw process.
Reports can be accessed from the inspection tab to review vendor-submitted details.
This feature enhances draw management by integrating inspection details directly into the workflow, enabling informed funding decisions and improving collaboration with vendors.