You can group inspections together, either before or after they are completed, to export them into a single, customizable Excel report.
Why Use Projects?
The Project feature is ideal when you need to:
Enable multiple inspectors/users to collaborate on a project simultaneously
Prepare for an upcoming inspection project (e.g., Due Diligence, Lease File Audit) by grouping specific assets.
Group completed inspections for analysis.
Project Set Up
Navigate to the Projects section and select '+ New Project'
Fill out all necessary information (members, name, manager, etc)
Make sure to add the inspection types for this Project
Skip the 'Audit' checkbox as this relates to the Lease File Audit
Save
Please Note: Each project has an admin and members. Members can complete assigned inspections but cannot edit the project.
TWO WAYS TO USE PROJECTS
Method 1: Adding Properties with a respective Inspection Type to be Completed to a Project
Use this method when you need to set up a project for your team to work through
Adding Selected Assets:
Once the Project is created, navigate to the assets tab and click on the 'Select' button
Select the properties you want to add to the Project
Once your selection has been made, click on the green 'Action' button next to the 'Select' button in the top right corner of your screen.
Choose 'Add to Project'. From here ensure to select the correct Project and the Inspection Type!
Assigning Inspection Types:
A pop-up will appear with dropdown menus to choose the correct Project and also the type of inspection that needs to be done. This will assign the inspection type to all the properties you are adding to your project.
Completing Inspections via Mobile App:
Team members can log into the mobile app, access the Projects tab, and complete pending inspections. The project status will update as inspections are completed.
As inspections get completed the project status will show you the progress and update.
Method 2: Adding Completed Inspections to a Project
Use this method when you need to combine completed inspections for analysis to get a report.
This method is fairly simple. If you have some inspections that are already completed and need them to be grouped whether for referencing later or for exporting purposes, you can add any completed inspection into your project.
Adding Completed Inspections:
Once the Project is created, navigate to the Inspections tab and click on the 'Select' button
Select the Inspections you want to add to the project
Once your selection has been made, click on the green 'Action' button next to the 'Select' button in the top right corner of your screen.
Choose 'Add to Project'. From here ensure to select the correct Project!
Exporting Inspections to Excel:
Allocate the correct Project under the Projects tab
Under the 'Action' button next to the Project, you can
View Inspections,
Edit Project details,
Export data to Excel,
Archive the project, or
Delete the project.
What Does the Excel Export Include?
The exported Excel report will contain:
All building and unit information, including inspection type and date.
Each checklist area with its ratings.
A separate comments tab with building/unit info and comments.
A separate photos tab with links to inspection photos.
