You can now group a bunch of inspections together after they have been completed or beforehand in order to export them into one report. The exported excel report can be customised and in the near future there will be added functions...
Why should I use projects?
The best time to use the project function is when you have either completed a bunch of inspections that need to be grouped together for analysis or you have an upcoming inspection project (due diligence, lease file etc) that needs specific inspections to be completed and grouped once they are done.
There are 2 main ways to use projects at the moment:
By adding properties with the respective inspection type before they have been started.
We will explain the two methods below:
Important Note:
Each project has an admin and members. Members are able to complete inspections assigned to them inside a project. However, members cannot edit the project at all.
1. Adding to project via inspections that are already completed
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.
Step One: Creating a project
Navigate to the projects tab and click on "New Project"
From the pop window you can add the reference fields, project name, and choose a manager.
Step 2: Add completed inspections to your project
Once your project is created you will see it in the projects list. There is also a live indicator indicating the progress of completed inspections in each project.
To add to this project you can now navigate to the inspections tab and select the inspections that you want added to the project.
Use the select button to pick your inspections and then the "Action" drop down next to it will give you the option to add to projects. From here a pop window will appear and you can add the selections to the project of your choosing.
Step 3: Exporting your inspections into an excel:
After the inspections are added to your project, under the action button you have a couple of options:
View Inspections - allows you to view the inspections you've added to the project.
Edit Project - allows you to edit your project details.
Excel - allows you to export all the inspection data in the project into an excel file.
Archive - archives your project
Delete Project - permanently deletes your project
2. Adding properties and inspections to be completed into a project
This method will go over how you can add properties and the type of inspection to a project in order for them to be completed by your team.
Step One: Add selected assets to a project
Navigate to the assets tab and use the selection button to select some properties to add to a project.
Step Two: Adding to a project with inspection type
A pop-up will appear with 2 drop down menus for your to choose the project folder and also choose 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.
Now these assets have been moved into your selected project folder with the inspection type assigned.
Step 3: Log into mobile app to complete the inspections.
Once the assets and inspection type have been added into the project whoever has access to the property will see a projects tab on their mobile and from there they can choose to complete any of the pending inspections.
As inspections get completed the project status will show you the progress and update.
What does the excel export look like with projects?
The excel export will pull the below information:
All building and unit information including inspection type and date
Each area on the checklist along with what was selected for it's ratings
A separate comments sheet with building/unit info and their comments
A separate photos tab with links to each photo taken during the inspections
