How to set up an Inspection Template for mobile app

Setting up the inspection template is very important. Once created it applies to all users. While the template can be changed at a later date, certain complications can arise so it's best to get this correct to start with.

When setting the template, plan it around your largest property as it is easier to delete rooms on the app than it is to add rooms.

You can set up Full and Routine templates.

  • Go to System
  • Click on Inspection template
  • You will be presented with a default Template that can be changed. If a list does not show, click on Reset. This will create a default list for you to start with.

Insp1.png

  • To add a room, type a name
  • Click Add
  • To add a feature, type a name
  • Drop down the arrow to feature from room
  • Then click Add

By default, each feature will have the word "BOTH" next to them, this means that this feature will show on the Full Inspection (Condition) and the Routine Inspection.

Insp2.png

If you only want a certain feature to appear on your Full Inspection Template, then click Edit and go down to Type, choose Full Only and Save Changes. 

Note: If you have Both on a feature, the latest changes will be reflected in both the Full or Routine inspection. If you want your Full Inspection to be kept completely separate from the Routine so that the entry is only used again when doing an exit Inspection then you must duplicate each room eg. Front External - right click and duplicate, rename the new one Front External* then go through and add the features making them Full, do the same to the old room and make those Routine.

Keep going until you have all the rooms and features added that you need.

You can re-order a room or features by clicking on it and then dragging to where you want it to be.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.