Knowledge Base

Inspections are your routine, frequent check-ups of your site’s assets and spaces. You can create many inspection checklists by subject such as Cleaning, Maintenance, Monthly, Room Inspection etc., basically anything that makes sense for your site and the way your work is organised. A checklist is further structure into Inspection areas (e.g. Foyer, Pool, Garden, Level 1, 2 and so on) and finally inspection items such as Vacuuming, Exit doors, Lights and so on. Each inspection item can be marked as pass or fail along with comments and photos. When you perform inspections, they are saved with timestamps and you can search and generate a report for each inspection.

1.       Click on Building in the left menu bar and then click into Inspections tile. A list of inspection checklists will open.

2.       Press New. A popup screen will open. Type in your checklist name and select Type as either Common or Private.

3.       Press Next. The system saves the name and takes you inside the checklist.

4.       In the Action Center on the right, enter Area name and press Add.

5.       Just below the area name section, select the Area in the drop down list and start adding items to it one by one.

6.       Repeat the above two steps for adding as many areas to your checklist as you need.

7.       As you add areas in the Action Center, they are displayed under the inspection name. Area names are by default collapsed. Click on the downward pointing arrow head to view items in an area.

1.       Click on Building in the left menu bar and then click into Inspections tile. A list of inspection checklists will open.

2.       Click on the checklist you want to edit.

3.       To change the checklist name, click on the Edit icon showing next to it. Update the name inline and press the Disc icon to save.

4.       Hovering a mouse over an area row displays the Edit icon at the right end. Click this icon. The area name and item names within are now editable. Update the names are press the Disc icon to save your changes.

5.       To delete an area along with items within, press the Bin icon at the right end. A confirmation dialog will appear. Press OK to finish.

6.       To delete an item within an area, click on the checkbox to the right to the item name. A trash icon will appear. Click this icon to remove the item.

7.       Note: If you have recorded inspections before, do not delete any area or item before saving your inspection reports.

1.       Click on Building in the left menu bar and then click into Inspections tile. A list of inspection checklists will open.

2.       Click on the checklist against which you want to record the inspection.

3.       The inspection template will open. If you have a rather large number of areas, they will appear collapsed except for the first area. You can expand all areas by clicking the expand icon to the right of inspection checklist name at the top.

4.       Against each inspection item, you can either select Pass or Fail. You can also enter comments and add photos. If you are using a tablet or smartphone, clicking the photo icon will open the camera to take on on-spot photo. Repeat this step for all items.

5.       Press Save button to finish recording the inspection.

6.       After the inspection is saved, an email address box appears above the Save button. Use this box to enter an email address and send out the just recorded inspection report in PDF format.

1.       Click on Building in the left menu bar and then click into Inspections tile. A list of inspection checklists will open.

2.       Notice the History Search area on the bottom right side of your screen.

3.       Select the dates during which the inspection you are looking for was conducted and Press Go.

4.       The list of inspections will appear showing the inspection name, type, user name and the date and time when it was saved.

5.       Click the inspection you want to report on.

6.       The inspection report will open in the inspection area. Notice the email address box which appears above the Save button. Use this box to enter an email address and send out the inspection report in PDF format.

1.       If you come across an inspection item that requires contracting work to pass e.g. broken window, you may find it useful to convert the inspection item directly into a case.

2.       Inspection items can only be converted to case after an inspection is recorded and saved. See How to record an inspection for details.

3.       Notice the Wrench icon against each item. Click the icon against the item you want to convert.

4.       A confirmation dialog will appear. Press OK to confirm.

5.       A small tick will appear in place of the Wrench icon.

6.       Go to cases section and find your new case at the top of cases list.