How tracked deficiencies resolve
Advanced tracking can be enabled on individual compliance items in an inspection report template. A deficiency created from one of those items is tracked: it has an Open or Resolved status and keeps its history across inspections. A deficiency from an item without advanced tracking is a standard finding. It has no Open or Resolved status, and it is removed from the current report's findings when that report is resubmitted with the item corrected.
The usual way to close a tracked deficiency is to fix the underlying compliance answer and resubmit the source report. When the item is no longer failing, the deficiency is marked resolved — it is not deleted. It keeps its history and shows the resolution date and how it resolved ("report resubmitted").
Resolution can also come from a later inspection. When another report of the same report type re-tests the same item on the same asset, a passing answer resolves the open deficiency ("passed retest") and a failing answer records the retest date while leaving it open. If a resubmission brings a previously resolved failure back, the same deficiency reopens rather than starting a new record.
Your office can also resolve a tracked deficiency by hand from the Deficiencies task or the Job page's Deficiencies table using Mark Resolved (or Reopen), which records it as "marked manually." On the Job page, these buttons are in the Actions column and update the row without opening another page. Standard findings do not show these controls. Manual resolution is for cases where the fix happened outside a report, like a repair confirmed over the phone.
The Deficiencies task reflects all of this: open tracked items stay listed, resolved tracked items move to a Resolved section with their resolution date and source, and standard findings remain in the main list without a status pill.
If you expected a deficiency to resolve and it hasn't, check that the report was actually resubmitted and that the specific failing item was changed away from its failing answer — or that the retest was answered Pass (an N/A or unanswered retest doesn't touch it).
Where to find it: On a Deficiencies task or a Job page's Deficiencies tab. Tracked deficiencies show an Open or Resolved pill; resolved ones show the date and whether they resolved by resubmission, retest, or manually.
Related guides
Last updated
Was this helpful?