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Home/Docs/Entity Reference/Check In Inspection — entity reference
REFERENCE · Last reviewed

Check In Inspection — entity reference

The record of a customer's vehicle or machine being taken into custody for a job: when it arrived, the meter readings it came in on, and a walk-around of damage findings (Check In Inspection Line rows) with photos attached per section. It is raised by the Check In action on a service opportunity or service order, or by a field-service visit activity, and is worked on the check-in console, which builds its checklist from the Check In Template of the asset's item. Test drives taken out while the asset is in custody are separate Check In Inspection records of type Test Drive linked to the customer check-in through Parent Check-In Inspection; an inspection is closed when it has a Check-Out Date Time and is then read-only. It is not a goods-receipt inspection.

Fields

FieldLabelTypeRequiredWhat it does
AccountIdAccountLookup → AccountThe customer the asset belongs to. Filled from the opportunity or service order the check-in was raised from when left empty, and copied onto every test drive.
AgeingAgeingCalculatedA boolean, not an age in days - despite the name it cannot hold a duration.
AssetIdAssetLookup → AssetThe vehicle or machine checked in. Its item decides which Check In Template the console uses; with no asset, or an asset with no item, no checklist is shown.
BranchIdBranchLookup → Branch
CheckInDateTimeCheck-In Date TimeDateAndTimeWhen the asset came into custody. Set to the current time on create when left empty, and cannot be earlier than today. Test drives are ordered by it.
CheckInInspectionCheck-In InspectionNumberYesIgnore it entirely when building queries, filters or layouts - referencing it will fail rather than return a value.
CheckInTypeCheck-In TypePickListWhy the inspection exists: Customer for the hand-over raised by the Check In action, Test Drive for a drive taken out under a customer check-in, or Service. Check-ins raised by a field-service visit activity carry Field Service, which is not in the shipped picklist. Values: Service.
CheckOutDateTimeCheck-Out Date TimeDateAndTimeWhen the asset left custody. Set by Checkout or Complete Test Drive on the check-in console and cannot be before the check-in time; an inspection with a value here is closed and read-only.
ContactAddressIdContact AddressLookup → ContactAddress
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DocumentDateDocument DateDateThe document date. Cannot be earlier than today.
DropoffAddressDrop-off AddressMultiLineTextA free-text address string, entirely separate from the DropOffAddressId identifier field; neither is derived from the other and no code keeps them consistent. Use it as a typed-in note, not as a resolvable address record.
DropOffAddressIdDrop Off AddressLookupA bare identifier with no declared related entity and no navigation on the domain type, so unlike ContactAddressId it does not resolve to an address record and cannot be expanded in a query.
DropOffDateTimeDrop Off Date TimeDateAndTime
ExternalIdExternalText, unique
IdIdGuidYes
IsDropoffRequiredIs Drop-off RequiredBooleanYesRequired yes/no flag recording whether the asset is to be returned to a drop-off address. It is informational: nothing schedules or validates a drop-off from it.
MobileNumberMobile NumberText
ModifiedByIdModified ByLookup → UserAccount
NameNameTextYesThe inspection number, assigned on save from the Check In Inspection document name setting (shipped series CIP with a date part and a six-digit counter).
OpportunityIdOpportunityLookup → OpportunityThe service opportunity the check-in was raised from. Empty account, asset and usage readings are filled from it on create, and its service contract supplies the usage band the readings must sit inside.
OwnerIdOwnerLookup → UserAccountYes
PartnerAccountIdPartner AccountLookup → Account
PickUpByIdPick Up ByLookupIntended to name whoever collected the asset, but it is a bare identifier with no declared related entity and no navigation on the domain type, so it does not resolve to a Resource, contact or user. It cannot be expanded or joined - only compared as a raw value.
PickUpDateTimePick Up Date TimeDateAndTime
RecordTypeIdRecord TypeGuid, hidden
RemarksRemarksTextA free-text note on the inspection as a whole. Findings carry their own remarks on their lines.
ServiceAdvisorIdService AdvisorLookup → ResourceThe resource handling the customer for this check-in. It is a Resource, not a user account, and is copied onto every test drive.
ServiceOrderIdService OrderLookup → ServiceOrderThe service order this check-in belongs to. Set when the order's Check In action or a field-service visit raises the check-in; the order's Check In tab lists it.
ServiceTypeIdService Type (Depreciated)LookupDeprecated - the label itself carries the marker. It is a bare identifier column with no declared lookup target and no navigation on the domain type, so it cannot be joined to a service-type record; treat any value found here as legacy data.
StatusStatusPickListWhere the inspection stands: Draft, Checked-In or Checked-Out. Defaults to Checked-In; completing a test drive or checking the asset out on the console sets Checked-Out. Values: Checked-In, Draft, Checked-Out.
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes
UsageReadingUsage ReadingNumberThe meter reading the asset came in on. Taken from the Check In dialog, or from the opportunity or service order; when the opportunity carries a service contract it must sit inside that contract's usage band.
UsageReadingHoursUsage Reading (Hours)NumberThe hour-meter reading the asset came in on, for assets measured in running hours. Defaulted and checked against the service contract's usage band in the same way as Usage Reading.
VerifiedOkVerified OkBooleanYesSet automatically each time findings are saved on the console: true when no discrepancy is recorded on the inspection. Never true together with Verified With Discrepancies.
VerifiedWithDiscrepanciesVerified With DiscrepanciesBooleanYesSet automatically each time findings are saved on the console: true when at least one discrepancy is recorded on the inspection. Never true together with Verified Ok.

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete the selected records.
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete in a list page
EditEditEditEdit
EditinLineEditEditEdit in page.
EditInLine2EditEditInlineEditInLine
EditInLineHeaderEditEditInlineEditInLineHeader
NewNewNewInlineNew

Validations

ValidationApplies toError messageNotes
XM_CheckInDateTimeValidationRuleCheckInDateTime, ErrorCheckInDate Time can not be less then Today.CheckInDate Time can not be less then Today.
XM_DocumentDateValidationRuleDocumentDate, ErrorDocument date can not be less than Today.Document date can not be less than Today.
Usage Reading Validation RuleUsageReading, ErrorUsage Reading cannot be less than zeroPrevents zero or negative usage reading