IA Guide to Simplifying Multi-Inspector Management
Inspector Flagging is a powerful tool designed for inspection companies with multiple inspectors assigned to an order. This feature provides a simple and effective way to assign responsibility for specific categories or line items within a report, streamlining multi-inspector workflows.
Key Benefits:
Category-Level Flags: Mark entire categories with a color-coded flag to indicate the responsible inspector.
Line-Level Roll-Up: Assign flags at the line level, which automatically roll up to the category level, showing all assigned colors if there are multiple assignments.
Customizable Assignments: Easily add new inspectors or teams to the list using the "Edit List" functionality.
Flexible Adjustments: Inspector assignments set at the template level can be modified on a report-by-report basis. The instructions can be found here:
How It Works:
Assign at Category or Line Level: Use the Assign Color menu to flag responsibility.
Automatic Roll-Up: Flags set at the line level are reflected at the category level, displaying all applicable colors for transparency.
No Pre-Loaded Data: The Assign Color menu starts blank, requiring you to add assignments through the Edit List option.
Template and Report Flexibility: Adjust template-level assignments for individual reports directly in the Web Report Writer to accommodate changing responsibilities.
Inspector Flagging simplifies the management of multi-inspector orders, ensuring clear and organized delegation of responsibilities while allowing flexibility to adapt to specific report needs.
How to Set Up Inspector Flagging in the Template Editor
Inspector Flagging allows you to assign color-coded responsibilities for specific categories or line items within your templates. Follow these steps to configure Inspector Flagging in the Template Editor.
Step 1: Open the Template Editor
Log in to your Web Report Writer.
Navigate to the Template Editor and select the template you want to edit.
Step 2: Select a Category or Line Item
Browse through the template to locate the category or line item you want to flag.
Click on the three-dot menu next to the category or line item.
Step 3: Assign a Flag
In the drop-down menu, select Assign Color.
Choose an existing inspector or team by clicking the corresponding color indicator.
If the required inspector/team is not listed, click Edit List to add a new one.
Step 4: Add a New Inspector or Team (Optional)
In the Edit List section:
Click Add New to create a new entry.
Enter the name of the inspector or team.
Assign a color by clicking the color indicator.
Save the new inspector/team to make it available for selection.
Step 5: Save and Confirm
After assigning flags to the relevant categories or line items, click Save in the Inspector Flag dialog.
Verify that the color-coded indicators appear correctly next to the categories or line items.
Step 6: Repeat as Needed
Repeat the process for any additional categories or line items that need inspector flags.
Save the entire template when all changes are completed.
How Will This Appear During an Inspection?
In the Report Writer (web or mobile), the category title will display the color you selected. This helps you and your inspectors easily identify the sections that need to be completed.
By following these steps, you can efficiently set up Inspector Flagging to delegate responsibilities, enhance team collaboration, and ensure clarity in multi-inspector orders. This feature allows you to adapt easily to changing needs, keeping your workflows organized and effective.
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.