Inspection Data Sharing

Inspection Data Sharing

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to share and view in-progress and completed inspection for another First Due Client.
    1. The feature is active only in client accounts with data sharing active.


Related Article



Video



Instructions

1. Click on Admin.


Click on Admin



2. Click on User Data Sharing.


Click on User Data Sharing



3. Enter a name that you desire to share your data with.


Click on Paul Baxter



4. Click on Add.


Click on Add



5. Select View Only or None in the Inspections Column for the user, then select Save.


Select View Only or None in the Inspections Column for the user, then select Save.



6. With View Only selected for Data Sharing, the user will be able to view any In-progress or Completed Inspection from the sharing client.
  1. NOTE: Users can’t download, delete, or send emails for inspections started by another client.

With View Only selected for Data Sharing, the user will be able to view any In-progress or Completed Inspection from the sharing client.


    • Related Articles

    • Permit Data Sharing

      Purpose The purpose of this Knowledge Base Article is to demonstrate how to share and view Permits for another First Due Client. The feature is active only in client accounts with data sharing active. Related Article User Data Sharing Video ...
    • Resuming an Inspection

      Purpose To demonstrate how to resume an In Progress inspection. Video Instructions 1. Click on Inspections. 2. Click on Inspections List. 3. Click on Expand to expand advanced search. 4. Click on In Progress for Inspection Status. The user may desire ...
    • Inspection Record - General Information

      Purpose To review the general information fields while recording an inspection. Related Articles: Remote Video Conference for Inspection Inspection Timer/Clock Managing Inspection Contacts Inspection Record - Linking Invoices and Permits Video ...
    • Inspection Type - Part 1: Creating and Editing Inspection Type (Review First)

      Purpose The purpose of this Knowledge Base Article is to demonstrate how to create and edit an Inspection Type. Related Articles Inspection Type - Part 2: Creating and Editing an Inspection Checklist Inspection Type - Part 3: Forms Inspection Type - ...
    • Create Invoice When Recording an Inspection

      Purpose To demonstrate how to create an Invoice while a user is recording the results of an Inspection. Video Instructions 1. Click on Inspections. Note: These next few steps will review the setting necessary to allow a user to generate an Invoice ...