Inspection Record - General Information

Inspection Record - General Information

Purpose

  1. To review the general information fields while recording an inspection.

Related Articles:

Video


Instructions


Warning

The Auto-Save for Inspections is initiated after picking the Inspection Type

  1. Manually Created Inspections:
    1. From the Inspections List, select "Start an Inspection."
    2. Enter the address or select “Start Inspection” from the Actions column for unscheduled items.
    3. Choose the Inspection Type and begin with auto-saving activated.
  2. Scheduled Inspections:
    1. Select the Inspect action (Inspect/Play/Start button) from the list for scheduled inspections, which pre-fills the Inspection Type.
    2. Auto-save is triggered upon initial interaction with the inspection.

Inspection data (Occupancy, Inspection, Contact) will be saved to the device cache every minute when a data change has been detected. For example, the user uses the keyboard, clicks a button, adds a signature, clicks a checklist item, fills in an occupancy data field, adds a photo, etc.  This functionality will only work for clients with offline inspections ON.  The data is saved to the server when selecting “Save,” “Submit,” or “Complete.”

For optimal performance, it is best for the user to conduct the inspection directly in the browser rather than within the app. If the app crashes, the cache will be lost, resulting in the loss of inspection data.

If a user plans to conduct inspections offline, they should do so directly in the browser because offline caching will work better and reduce the chances of losing the inspection data if the app is closed or crashes.




1. Select an Inspection Type from the drop down menu.



Select an Inspection Type from the drop down menu.




2. If the Inspection Type selected includes timing the Inspection, Click on Confirm to mark time as "On-site." See related KBA for more information.







3. Click on Cancel to mark tine as not "On-site."







4. To change the schedule type, select from the dropdown list.


To change the schedule type, select from the dropdown list.




5. Click to link Invoices or Permits to the Inspection. See the related KBA for more information.


Click to link Invoices or Permits to the Inspection. See the related KBA for more information.




6. Select a Shift from the dropdown, if desired.


Select a Shift from the dropdown, if desired.




7. Select a user or team to reassign the inspection.


Select a user or team to reassign the inspection.




8. Click from the dropdown to update the Inspection Contact, if needed. See the related KBA for more information.


Click from the dropdown to update the Inspection Contact, if needed. See the related KBA for more information.




9. The Status and Completed date and time will automatically update.


The Status and Completed date and time will automatically update.




10. Select a Station from the dropdown, if needed.


Select a Station from the dropdown, if needed.




11. Enter notes, if desired. Notes entered here are not included on the print page for the Inspection.


Enter Notes, if desired. Notes entered here are not included on the print page for the Inspection.




12. Click to add images or files. The number of files and/or images will be displayed.







13. Drag and drop or Click to upload Images or Files. Click close to close dialog window.


Drag and drop or Click to upload Images or Files. Click close to close dialog window.




14. Click on Start Video Conferencing. See related KBA for more information.


Click on Start Video Conferencing. See related KBA for more information.




15. Click on Save to save data at any time.


Click on Save to save data at any time.




16. Click on Close. If the inspection wasn't set to "Complete," it will be in "InProgress" status.





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