Overview
In the process of creating inspection reports they have to be first created in the manager portal before they can be made and filled out in the staff hub.
Manager Portal
Issue group
Head to the 'Issue Group' tab under the 'Support & Maintenance' icon.
Select the '+' sign in the bottom right corner.
Fill in the information (make sure this issue group is called inspection reports).
Under the 'ParentID' option select 'None'.
Make sure that the allow customer option is selected 'No'.
You can upload an image.
2. Client Request
Proceed to the 'Client Request' tab under the 'Support & Maintenance' icon.
Select the '+' sign in the bottom right corner.
Fill in the information.
Enter the name, department and the priority of this report.
Under the 'Group' option select 'Inspection report that you created.
Make sure that the allow customer option is selected 'No'.
3. Inspection Reports
Head to the 'Inspections' tab under the 'Support & Maintenance'.
Select the '+' sign in the bottom right corner.
Fill in the information.
Make the report 'Active', enter the name, description, the type of report and add an Interval if needed. If you selected an interval time while creating the form the inspection report will automatically be created at those intervals.
Request ID: Simply type in the 'Client Request' issue related to this inspection form for it to be associated.
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 at the top and then click '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.
