Build Module: Survey Workflow - Recording a New Inventory

This article will guide you through the process of recording a new inventory using the Build Module in our survey workflow.

Definition of Missing Inventory

Missing Inventory can be categorized into two main types:

  1. Inventory Found in the Field but Not on the Map: This refers to existing items that are discovered during a survey but are not listed in the current inventory records.

  2. New Inventory to Be Built: This involves the identification of locations where new inventory needs to be added, such as the construction of a new pole at a specific point.

Step-by-Step Guide to Recording New Inventory

Step 1: Start the Process

  • Open the Build Module in your asset management system.
  • Select the "New Inventory" option when prompted.

Step 2: Select Inventory Type

  • Choose "New Inventory" based on the requirement.

12a. Popover - missing inventory on map

Step 3: Choose Specific Inventory Type

  • Select the Inventory Type from the dropdown menu.

Step 4: Specify Inventory Details

  • For new inventory, select the relevant type (e.g., Pole, Chamber, or Missing Section).

Step 5: Confirm Selection

  • Ensure the selected inventory type is correct and click Save & Continue.

12b. Missing inventory section - select type

12c. Missing inventory section - inventory type select12d. Missing section type selected

Step 6: Select Access Structures

  • Choose the access structures for the new section to specify the start and end points.
12e. Missing section type  - select access structures dialog

Step 7: Select First Access Structure

  • Select the first access structure where the new section will start.

12f. Missing section type  - select first access structure

Step 8: Select Second Access Structure

  • Select the second access structure where the new section will end.

12g. Missing section type - select second access structure

Step 9: Edit Section Path (Optional)

  • If needed, edit the section path by selecting the "Edit Line" button.

12h. Missing section type - edit section path

Step 10: Save Changes

  • Add new points, move, or delete points as necessary. Once done, save your changes.

12i. Edit map - edit section

 12j. Missing section type - edit section path

Step 11: Add New Section Details

  • Select the position of the new section from the dropdown menu.
  • Add the reasons for adding the section and any additional notes.
  • Optionally, add a photo to provide visual context.
  • Click Save Section Details to finalize. 

12k. Missing section type - details

Step 12: Finalize Updates

  • Confirm all changes and complete the job by checking out of the system.

 
If you need more help, please refer to other articles in our knowledge base or contact support.