You can add multiple inspection types (e.g., Move In, Move Out) to a single checklist if they share the same structure (i.e., areas and items being inspected). This eliminates the need to create duplicate checklists.
How to Create an Inspection Type
Navigate to the Checklists tab within the SnapInspect Web App.
Find the checklist you want to add an inspection type to.
There are two ways to add an inspection type:
Enter the name of your new Inspection Type.
Press Create.
Inspection Type Settings
Navigate to the Checklists tab in the SnapInspect Web App.
Select the checklist and then select the inspection type you want to configure.
Click ‘Settings’.
There are three settings sections:
General
Inspections – Enable Web App Validation to allow grouping of tasks.
Webshare/Review – Choose what is visible in Webshare and the Review feature.
Task – Set preferences for tasks by inspection.
Rating to Task: When editing an inspection, updating a rating will also update the associated task.
For example, if a task was created because the quick task category was rated as "Poor", and you later change the rating to "Good" while editing the inspection, the task will be automatically removed.
Group tasks and subtasks by inspection.
For example, list all tasks related to a single inspection as subtasks under one main task (the inspection itself).
When the main task is closed, all associated subtasks will automatically be closed as well.
To learn more about Tasks, Please Click Here.
Review
To learn more about the Review feature, Please Click Here.
Email Template
To learn more about Emails & Templates, Please Click Here.
After making changes in any section, press Update to save.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.