Once an inspection's items have been included on a submitted Pay Request, the inspection becomes locked and uneditable. Locking the inspection allows the system to maintain the balance of the item-based accounting.
In some cases you may need to edit an inspection that has been locked. Follow the steps below to unlock the desired inspection.
Unwind the Pay Request
Pay Request Rules
You can only delete the most recent Pay Request within a project.
Only DRAFT Pay Requests can be deleted.
You can only delete the most recent Pay Request within a project.
Move the most recent Pay Request back to Draft. This may require multiple status changes as you can only move an Pay Request one status at a time.
Once the Pay Request is in draft, you should see two buttons next to the Pay Request on the project Pay Request table.
Red Trash Can - click this to delete the Pay Request
Yellow Pencil - click this to edit the Pay Request
Perform steps 1 & 2 for all Pay Requests that contain Items from Inspections you wish to edit/delete.
Edit the Inspection
Once the Pay Request related to the target Inspection is in Draft or has been deleted, you will be able to open the Inspection.
Inspection Rules
Inspections in the Approved state that are not included in a submitted Pay Request can be deleted at any time.
To edit an Inspection the Inspection must be in DRAFT status.