Navigating the Inspections List

Navigating the Inspections List

Purpose

  1. The purpose of this Knowledge Base Article is to review the layout, perform operations, and how to use filters in the Inspections List.

Related Articles

Video


Instructions

1. Click on Inspections.


Click on Inspections.



2. Click on Inspections List.


Click on Inspections List.



3. Enter data to filter the Inspection List in global search field and select search.
  1. Global Search works in the Address and Business Name fields.

Enter data to filter the Inspection List in global search field and select search.



4. Click on Expand to view Advanced Search fields.


Click on Expand to view Advanced Search fields.



5. Enter or select data to filter the Inspections List by and select Apply.


Enter or select data to filter the Inspections List by and select Apply.



6. Click on Reset to reset the Advanced Search fields.
  1. The reset includes all Advanced Search Fields and Global Search.

Click on Reset to reset the Advanced Search fields.



7. Click on Save View to save the applied filters.


Click on Save View to save the applied filters.



8. Enter a name for the Saved View and click on Save.
  1. 70 character limit.


Enter a name for the Saved View and click on Save.



9. Saved Views are available to select.


Saved Views are available to select.



10. Click on Collapse to collapse the Advanced Search fields.


Click on Collapse to collapse the Advanced Search fields.



11. Click on Inspections Map to view the Inspections List in the Inspections Map.
  1. The Inspections Map will respect an filters applied with global or advanced search.


Click on Inspections Map to view the Inspections List in the Inspections Map.



12. Click on Show to display columns in Inspections List. Check mark fields in the dropdown list to display.
  1. The columns to show will reset to the default value if the user navigates away from the Inspections List page.

Click on Show to display columns in Inspections List. Check mark fields in the dropdown list to display.



13. Drag and Drop to reorder columns.


Drag and Drop to reorder columns.



14. Select and drag column separator to increase/decrease column width.






15. Click on any column title to sort in ascending or descending order.


Click on any column title to sort in ascending or descending order



16. Select All or individual Inspections to enable a bulk operation.
  1. Hint: Apply Advanced Search Filters before using Bulk Actions.

Select All or individual Inspections to enable a bulk operation.



17. The following Bulk Actions can be applied:
  1. Delete - Warning! This is a permanent action and cannot be reversed.
  2. Download - Used to sync inspection data for Offline Inspections.
  3. Sync - Used in the event the automatic offline inspection data upload fails.
  4. Send Email - Used to email completed inspections.
  5. Print - Used to print completed inspections.
  6. Inspection Reminder (See related KBA).





18. Actions for each Inspection include:
  1. Re-Open Inspection (See related KBA)
  2. Review completed inspection
  3. Start and continue inspection
  4. Edit Inspection Schedule
  5. Cancel inspection
  6. Schedule reinspection
  7. Delete inspection
  8. View email status
  9. Download
  10. Sync
  11. Remove from Cache





19. Page attributes and download the Inspections List are available at the bottom of the page.


Page attributes and download the Inspections List are available at the bottom of the page.





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