Inspections List - Bulk Action: Delete, Download & Sync
Purpose:
- The purpose of this Knowledge Base Article is to demonstrate how to perform the following Bulk Actions on the Inspections List: Delete, Download, Sync to cloud
Related Articles:
Video:
Instructions:
The follow permissions control a user's ability to use the Bulk Actions of Delete, Download, and Sync:
1. Use Advanced Search to filter you list of Inspections as needed. In this example I have filtered the Inspections list by Address, Inspection Status (Cancelled, In Progress, and Scheduled).
Delete Inspections:
1. With the permission enable as shown above the following Inspections with these statuses can be deleted: Cancelled, In-Progress, and Scheduled
2. Select all or several Inspections to delete:
3. Select "Delete."
The Inspections deleted using this feature is permanent and they cannot be recovered.
Download Inspections:
If a user plans on performing Inspection while Offline, this feature provides the ability to download the data to the device cache. These inspections will be available offline, and users can access and complete the occupancy, contacts, checklist, and signatures sections without an internet connection. These reports will automatically sync when an internet connection is reestablished.1. Select the Inspection as demonstrated in the Delete Section.
2. Use the download icon to download a batch of inspections to
your device cache.
3. The user will be able to Sync or remove the downloaded Inspection from the device cache using the buttons in the Actions Column:
Sync Inspections:
When the data connection is restored, the Inspection data should sync automatically. If an issue arises a manual Sync can be performed.
Failed sync example in the Sync Status Column:
1. Select the Inspection(s) as demonstrated in the Delete Section (#1).
2. Select "Sync" (#2).
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