Inspections User Guide

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Ellery Curran
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Adding Templates 

  1. Click the Inspections tab and navigate to the templates feature. 
  2. Click the Add Template button in the top right corner of the page.

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  1. Fill in the details for the template like name and type. You can add estimated labor time, but this is optional. You can also add a minimum score target, but this is optional. Click add section under Questions to add questions to be completed during the inspection. When finished, click Continue to Properties. 

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  1. Select a property or properties for the template by clicking the toggle. When done click Continue to Schedule.

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  1. Select a frequency, start date, due time, and when the schedule ends. If you would like to exclude weekends, click the toggle. When finished, click Continue to Preview to view a preview of the template.

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  1. When finished with all sections, click Save for later to save the template as a draft OR click Activate Schedule to activate.  

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Editing Templates 

  1. Click the Inspections tab and navigate to the Templates feature. 
  2. Click the Edit button under the Actions column of the inspection templates grid for a template you would like to edit.  

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  1. Edit each section of the template, moving to the next section by clicking Continue at the bottom of the page. 
  2. Save your changes by clicking continue or save for later.

 

Filtering the Templates Grid 

  1. Click the Inspections tab and navigate to the Templates feature. 
  2. Click the filter button above the templates grid. blobid6.png
  3. Filter by last modified, status, and dates created. blobid7.png
  4. View which filters have been applied to the inspection templates grid below the filters. To clear a filter, click the x. blobid8.png

 

Cloning a Template 

  1. Click the Inspections tab and navigate to the Templates feature.
  2. Find the template you would like to clone within the inspection templates grid, then click the three dots in the rightmost column of the grid. blobid9.png
  3. Click Clone from the drop down. Select whether you would like to clone the entire template, just questions, or just properties and assignees. When finished, click the Clone button.

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Deactivating a Template 

  1. Click the Inspections tab and navigate to the Templates feature.
  2. Find an active template you would like to deactivate within the inspection templates grid, then click the three dots in the rightmost column of the grid. blobid12.png
  3. Click Deactivate from the drop down.

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Pausing a Template 

  1. Click the Inspections tab and navigate to the Templates feature. 
  2. Find an active template you would like to pause within the inspection templates grid, then click the three dots in the rightmost column of the grid. blobid14.png
  3. Click Pause from the drop down. blobid15.png

 

 

Filtering the Inspection Grid 

  1. Click the Inspections tab and navigate to the Active feature to filter active inspections.
  2. Click the filter button above the grid to open filter options. Filter the grid using the drop downs above the grid. 

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  1. Navigate to the Completed feature to filter Completed inspections.
  2. Click the filter button above the grid to open filter options. Filter the grid using the drop downs above the grid.

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  1. Navigate to the Overdue feature to filter overdue inspections.
  2. Click the filter button above the grid to open filter options. Filter the grid using the drop downs above the grid.

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  1. Navigate to the Scheduled feature to filter scheduled inspections.
  2. Filter the scheduled inspections grid using the options above the grid. 

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Updating and Completing an Inspection 

  1. Click the Inspections tab and navigate to the Active feature. 
  2. Find an inspection to complete and click the View button under the action column in the inspections grid.

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  1. Fill out the questions provided for the inspection and press the Complete button at the bottom of the page to complete the inspection. 

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  1. You can also update the information for the inspection within this page. Click Add details to add to a question, or add labor or materials for the inspection from the Labor & Materials tab.

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  1. Click the Save button at the bottom of the page to save any changes made to the inspection.

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