INSPECTIONS

Adding New

For Sections and Categories—

• Desktop
  • Select + ADD NEW SECTION or + ADD NEW CATEGORY buttons
  • Type in the name of the new Section or Category
• Mobile App
  • Select the notepad symbol at the top of that page
  • Type in the name of the new Section or Category

For Informational Items—

• Desktop
  • Select + ADD NEW INFORMATIONAL button
  • Type in the name of the new Informational Item
  • Select the type of Informational Item
    • Binary checkboxes
      • Indicate confirmation and negation options
    • Multiple checkboxes
      • Input various options
    • Date
    • Number
      • Input options if applicable
    • Range
      • Input range options if applicable
    • Signature
    • Text
    • Photo
    • Table
      • Label the table
    • Progress Bar
    • Geolocation
• Mobile App
  • Select the notepad symbol at the top of that page
  • Type in the name of the new Informational Item
  • Select the type of Informational Item
    • Binary checkboxes
      • Indicate confirmation and negation options
    • Multiple checkboxes
      • Input various options
    • Date
    • Number
      • Input options if applicable
    • Range
      • Input range options if applicable
    • Signature
    • Text
    • Photo
    • Table
      • Label the table
    • Progress Bar
    • Geolocation

For Issue Items—

• Desktop
  • Select + ADD NEW ISSUE button
  • Type in the name of the new Issue
  • Write out the new description
    • Include what the issue is, why it’s significant, and recommended next steps
• Mobile App
  • Select the notepad symbol at the top of that page
  • Type in the name of the new Issue
  • Write out the new description
    • Include what the issue is, why it’s significant, and recommended next steps

Editing Existing

All Sections, Categories, and Items can be edited or duplicated in the field. 

Note: on the desktop, you can drag sections, categories, and items to reorder them. You can also drag items into different categories and categories into different sections in the same way you can in Templates.

For Sections and Categories—

• To open the edit tray, you can either (1) tap the 3 vertical dots in to the left of the Section or Category title or (2) select the EDIT button at the top of the page
• Select the pencil symbol to edit
• Select the double rectangle to duplicate
• Select the trash can to delete (you will be prompted to confirm you wish to delete)
• To close the edit tray, you can either (1) tap the 3 vertical dots to the left again or (2) select DONE at the top of the page

For Items—

• To open the edit tray, you can either (1) tap the 3 vertical dots in to the left of the Section or Category title or (2) select the EDIT button at the top of the page
• Select the pencil symbol to edit
• Select the double rectangle to duplicate
• Select the trash can to delete (you will be prompted to confirm you wish to delete)
• Select the circle arrow to clear the item and reset to the template setting
• To close the edit tray, you can either (1) tap the 3 vertical dots to the left again or (2) select DONE at the top of the page

Merging Items

Accidentally created two of the same issue? No problem. Now you can merge two issues and condense all of the photos and locations into 1 issue with multiple locations. The occurrence values will be added together. You will have the option to choose which description and which severity you want for the merged issue. 

To merge an issue: 

• Select the 3 vertical dots near the issue title 
• Select MERGE 
• Choose the issue you would like to merge with 
• Choose the description and severity fields you would like to include 
• Click MERGE