To enhance your workflow efficiency on SnapInspect, utilize inspection statuses to guide your team through specific processes and keep all inspections organized. Additionally, these statuses can trigger automated emails to relevant stakeholders. This guide outlines how to set up these statuses effectively.
Where do I Set up the Inspection Status?
Navigate to Company Settings
Select Settings and then 'General Settings'
In inspection, select the blue 'View/Edit' button beside Inspection Status
How do I Set up the Inspection Status?
Select '+ Add New'
Add in a status name and color, and either check or uncheck the Primary
Select 'Add New' in the bottom right
Please Note: A primary status will be automatically assigned to an inspection once it has been completed and uploaded to the web app
How do I Add Status to Inspections
Navigate to the Inspections section
Select the green Action button
From the dropdown select 'Update Status'
Choose the relevant status
Tip: After the first status has been added, simply click on the status icon (e.g. completed) and change it from there!
