Creating a manual inspection

If you do not have access to a mobile device or own a device that does not support our inspection apps, you can instead create an inspection from a property diary manually. This article takes you through the process of creating a manual inspection from a property diary from start to finish.

NOTE: This option is only available to those that use our Liquid Inspection Service (pink Palace Liquid inspection app).

 

Inspection Template 

Creating an inspection from the property diary picks up the template setup from the master inspection template found under System > Inspection template. If you haven't done so already, take some time to set up your master template under system settings. You can get an in-depth look at this process by viewing our Inspection Template (Setting up your Master Template) video.

NOTE: If you have been using our inspections for a while and already have your template ready to go, skip to the below section

 

Create an Inspection

  • Navigate to your specified property diary and select the option ''Inspection'' 
    Snip20211108_9.png
  • You will then be presented with a pop-up window asking which type of inspection you would like to create (Full or Routine)
    Snip20211108_10.png
  • Once you select your inspection type, click on Create Inspection
  • This will display your inspection on screen, ready for you to make adjustments & add photos. Please make sure you click Save & Close before you close this window otherwise your inspection will not be saved in the property diary
    Snip20211108_11.png

 

Important Notes:

  • A newly created inspection will have the calendar entry date recorded as the inspection date, as highlighted in the above example. This can of course be adjusted as you need
  • When an inspection is ''created'' it does not fully exist in the property diary until you Save & Close the entry. For this reason, you will notice that the below options are missing from your inspection screen:
    Move Inspection
    Report
    AutoSave
  • Whether the inspection is full or routine when created, the system will pick up the default template from the 'Master Template', so you may be required to manually configure the template i.e delete, rename rooms, etc.
    Note: This also applies even if the property has pre-existing inspections in the diary
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