After you select the right template for your report, you'll see the main Inspection overview screen.
On this screen you can:
1.- Mark the report "complete". Completing the report will immediately publish it and it will be sent to the ISN order.
2.- A cover photo provides a visual representation of the report and it is visible to both the client and other viewers. To add a cover photo, select the "Add Cover Photo" button, choose a photo from your device, and it will be included in both the web version and PDF copy of the report.
3.- Use the "Upload Attachments" button to add any additional photos or small PDFs (up to 10 MB in size) that were captured outside of the app. Select the files you wish to upload and click "Upload".
4.- If you need to apply changes to the report, select the "Edit Inspection" option. This feature allows you to edit previously added comments, including both rated and unrated ones.
5.- Quickly navigate to any incomplete items that need attention before finalizing the report by selecting the "Review Incomplete Items" button.
6.- Review media that has been uploaded - To view all photos and videos that have been uploaded as part of the report, select the "Review Media" button.
7.- See comments that have been added - This option displays all comments that have been added to the report, along with the category each comment is associated with.
8.- This feature displays all ratings that have been flagged as important. These summary items can provide a quick overview of the report's findings. Select the "View Summary Items" button to access this feature.
There are two ways that you can start building the report, either by selecting "incomplete item's or by selecting "edit inspection". Choosing the category, and adding the comment for the category you have inspected.
At this point, it is important to thoroughly review each category and determine whether any of them are irrelevant or unnecessary for your specific needs. If you do find that some categories are redundant or unnecessary, you can remove them with just a few simple taps.
By removing unnecessary categories, you can help streamline the report-writing process and create a more efficient and effective workflow that better suits your specific inspection requirements. To remove a category, simply locate it within the template and click on the designated button or option that corresponds to deletion or removal. From there, you will be prompted to confirm your decision before the category is permanently removed from the template. It's important to note that the removal of categories should be approached with careful consideration to ensure that all relevant information is still included and accounted for within the report. By following these simple steps, you can easily tailor your report template to meet your specific inspection needs, and ultimately create a more effective and streamlined reporting process.
If you have any questions please don't hesitate to contact our support team by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.