Don’t Want Two Inspection Templates?
If you have been upgraded to our New Inspection Process then you will have two different areas for your Inspection Templates as you can see below. One for your Full template and one for your Routine.
To find this, go to System > Inspection Template.
In the previous process, you could set your template to ‘both’ meaning you will receive the same notes, comments, rooms, and features for your Full and Routine inspections.
This is no longer an option but it is completely up to you if you have two different templates.
If you want the template to always be the same then we recommend the following:
Set up your Routine Master Template with the rooms and features you want.
Delete everything that is showing in your Full Master Template.
When you are completing inspections you will need to select Routine for all inspections and if you accidentally click on Full you will see no rooms or options which will indicate your mistake and you can delete the draft inspection and start a routine inspection.
You can see the Inspection 'type' in the Property Diary.
If you want to leave this so they all show as Routine, you can.
If you would like to be able to easily check your Diary and see which inspections are full you can go click on the inspection and change the status of your In-going inspection to 'Full' so you can see this.
Just remember, when you export the properties to your inspection app, the Inspection app will show the most recent Full and Routine inspection from the Diary. If there is no template, it will show the Master Template.
If you need to check the information that is going to be sent to the app you can go to the Diary, Type 'Inspection' to see a full list of your inspection reports.
If you click on the Full Inspection by accident when at the property and there no template showing, you will need to delete the draft to be able to go back to your Routine Inspection.
To do this click on the three dots (Menu) at the top right-hand side of the screen > Press Delete > Confirm you are deleting the draft template > Start New Inspection > Select Routine.