To fill out an inspection report you must first create and configure an inspection form. To do this head to the manager portal under the 'Support & Maintenance' icon and the 'Issue Group' tab. Select the "+" sign in the bottom right corner to start creating the form. Fill in the information and create an issue group called 'Inspection Reports'.
Note: make sure that the allow customer option is selected 'No'.
Under the same icon proceed to the 'Client Requests' tab. Select the '+' sign in the bottom right corner and fill in the of the different types of inspection reports that you would like to create.
Note: make sure that the allow customer option is selected 'No'.
Still under the same icon head over to the 'Inspections' tab and select the '+'sign. Proceed to fill in the information for the inspection form.
Once that has been done you will have an overview of the form created, you can now add items/questions to your report.
Select the Inspection Items tab and then Add New.
For every item added you will enter the name, description, group , location and type. The 'Type' will determine the question that will be created. For example text, notes, pictures, yes/no questions.
Once the information has been filled out your inspection form will be created.
After having made the inspection form you can now create and fill out the inspection report in the Staff Hub portal under the 'Building Management' icon and the 'Inspection Reports' tab.
*Note: When creating the inspection form the 'Request ID' must be entered. Simply type in the 'Client Request' issue related to this inspection form for it to be associated.
If you selected an interval time while creating the form the inspection report will automatically be created at those intervals.