Inspection Type - Part 3: Forms

Inspection Type - Part 3: Forms

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate setting up the Forms Section for an Inspection Type.


Related Articles


Video



Instructions

1. Click on Inspections.


Click on Inspections.



2. Click on Inspection Types.


Click on Inspection Types.



3. Navigate to the Forms Tab while creating a new Inspection Type or editing an existing Inspection Type.


Navigate to the Forms Tab while creating a new Inspection Type or editing an existing Inspection Type.



4. Select the appropriate Default Answer(s) to show on the printed/emailed report.
  1. Default selections are Fail, Pass, and Corrected.





5. Select the appropriate form to use based on checklist response.
  1. The same form can be used for all results.

Select the appropriate form to use based on checklist response.



6. Check to allow Inspectors to manually select a different form in the field when completing the inspection.


Check to allow Inspectors to manually select a different form in the field when completing the inspection.


7. See the Inspection Type - Part 4: Email Knowledge Base Article to continue your setup.


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