Inspection Plan Timeline
      Back to home
      1. UNIVERSITY
      2. Quality Management
      3. Inspection Plan Timeline

      Using the Inspection Report Templates

      This article will show you how to grant access to users in your company to create or edit inspection templates. You will also learn how to use the template controls to customize the layout of your inspection templates for use across all projects.


      In this Article:

      Step 1: Give your users access to view and edit report templates

      1. Your Company Administrator can access the Client Portal from the App Picker at the top of the screen.

      Your Company Administrator can access the Client Portal from the App Picker at the top of the screen.

      2. Click on "ADD COMPANY LEVEL GROUP" or select an existing group to grant this permission to.

      For more information on Permission Groups - See Here

      Click on "ADD COMPANY LEVEL GROUP" or select an existing group to grant this permission to.

      3. Add the "Inspection Report Templates" Permission

      Add the "Inspection Report Templates" Permission

      4. Grant "Admin" for full Read/Write permissions

      Grant "Admin" for full Read/Write permissions

      5. This will give users access to the "report template" section

      Step 2: How to Customize your Templates

      Each company will be pre-filled with a default template. Hit the pencil icon to edit this template, or the "+" icon to create a new one.

      Use the Page controls to customize the template to suit the needs of your inspections

      Use the Page controls to customize the template to suit the needs of your inspections

      You can upload your own imagery and logo for the cover page.

      You can upload your own imagery and logo for the cover page.

      Swap between the different page types to see more settings

      Swap between the different page types to see more settings

      If the preview for a section extends over multiple pages, you can use the page switcher at the end of the screen to navigate between them.

      This is particularly helpful when previewing layouts that have large images.

      If the preview for a section extends over multiple pages, you can use the page switcher at the end of the screen to navigate between them.

      The "Report Options" tab shows settings that effect the whole report.

      Here you can show or hide whole sections, or update the report colours or formatting options.

      When you have finished customizing your template, hit the save button.

      When you have finished customizing your template, hit the save button.

      Once a template is saved, it will be available for any user in your company, to use across any project.

      Step 3: How to use a template in a real inspection

      When any user starts an inspection, the templates added by heir company will be available to use. 

      When starting a new inspection, or editing a draft inspection, select a template from the drop-down to apply it. 

      After dropping pins and adding the required detail to your report, preview the pdf using the button at the end of the summary page 

      Hit finalize as usual to complete the inspection and share the report with any recipients.