View a company’s inspection & test plans (ITPs)
Review all inspection & test plans where a company is the installing contractor, check status, and open individual ITP details.
This guide is designed for project manager.
Steps
Step 1: Open the stakeholder’s company record
Navigate to the stakeholder list, search for the relevant company, and open its detail view so you can access the related tabs.
Step 2: Switch to the ITP tab
In the company detail view, select the ITP tab to see the project ITP register filtered to this company’s installing-contractor ITPs.
Step 3: Review ITP statuses and progress
Scan the list of ITPs, checking the status pill for each (Draft, In progress, Hold point, Complete, Closed out) and the overall completion progress bar across the company’s ITPs.
Step 4: Identify ITPs needing attention
Use the right-hand hold-point and inspection indicators on each row to spot open hold points, overdue or upcoming inspections, and plan any required follow-up.
Step 5: Open an ITP detail lens
Click any ITP row to open its detail lens, where you can review the full inspection and test information for that specific ITP.
Step 6: Filter to ITPs that need action
When deep-linked from an attention signal, view the pre-filtered list showing only ITPs that require action, then clear the attention filter if you need to return to the full company ITP register.
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Last updated: 2026-09-01