Page Comparison

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1. Access the Inspections from the Home navigation by selecting Inspections  or from the Appointment Completion form by selecting the  Inspections   tab.

   Note
   In order for appointment details to be populated, the Inspection or Job Safety Analysis needs to be accessed via the Appointment Completion form. Depending on your company's settings, you may be prompted to complete the Job Safety Analysis after selecting to complete the appointment. See Complete a Job Safety Analysis Inspection.

2. Select the Inspection report. You can access in-progress or completed Inspections by selecting the drop-down at the top and then selecting In progress or completed. This displays all your inspections for the current and previous week, provided the appointment is still on the device. To view the list of inspection templates, select the drop-down again and select Templates New Image Added icon in the top right corner.

3. On the Inspection form, complete the fields. 

4. If you need to save the inspection before it is completed, select the Save  icon. You can access this report from the In progress or completed list.
5. If a Name and Signature any questions are required, you will need to enter that information prior to completing the inspection.
6. Select the menu icon to:
   • Complete with a Report: Changes cannot be made to a completed inspection.
   • Cancel the Inspection: Canceling the inspection clears the form and closes it.
   • Continue Editing: Return to the inspection to continue editing.
7. After you complete the Inspection, the report displays on your device screen.
8. Select the menu icon to open the Action menu. The Actions that display are dependent upon your device. Some of the possible options are Open, Copy, Print, Email, Export, Save, Cancel.
9. Select the Backicon to Save and Close, Discard Changes, or Continue editing for the displayed report.
10. The Inspection Report is attached to the entity the Inspection was created for on your device. However, the Appointment Inspection Report is viewable from the Reports icon on the service call. If the Inspection has a regarding entity (appointment, customer, equipment, location, or service call), it will display on the entity form’s Report tab (the only exception is that service appointment reports display on the Service Call’s Report tab). Otherwise, the inspection report is viewable from the reports list. (Inspection > Completed View > Click Report command button on toolbar.)
11. Once you sync your device, the report is attached to the service call for the back office.

Inspection

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List Views

The views available at the top of in the Inspection form List depend on where you access Inspections. You can change with view are available in Woodford.

• If you open Inspections from the Home navigation, you have the option at the top of the form to view  In progress or completed inspections. 

• If you open Inspections from the Appointment Completion form, you have the additional selections from the drop-down at the top of the form. 

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