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To complete an inspection:

1. Access the Inspections 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 inspection report. You can access in-progress or completed Inspections 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 New  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 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 Inspectioninspection, 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. If the Inspection 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.

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The views available in the Inspection List depend on where you access Inspectionsinspections. You can change with view are available in Woodford.

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Viewing Completed Inspection Reports

A completed Inspection inspection PDF report is attached to the entity that the inspection was created for. On the device, you can view the reports that you've created in the past or current week, provided the entity is still on the device. 

The Inspection Report inspection report can be found by selecting the Reports  icon that is found at the bottom of the following forms:

• Additional Work
• Customer
• Location
• Equipment

• Service Call

• Service Appointment: Service Appointment Inspections appointment inspections are saved to the corresponding service call.

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1. Select Inspections and then select the view drop-down to show Completed.
2. Select the completed inspection report. 
   If you receive the message "No Report File exists for this Inspection. Please run and save Mobile Report". Select the Run Report  icon. In the Run Mobile Report window, select the menu icon and then select Save. Select the back icon to return to the Inspections list and continue with the steps below.
3. Select Email. If more than one inspection report exists, select the appropriate report as you can only send one report at a time. 
   If the regarding entity is no longer on the device, a message displays asking if you want to fetch this from the server (yes/no).
4. Select the Email  icon. 
   
   • If Inspection Reports inspection reports are sent via the server when the device is synced, you will see the Next icon.
   • If Inspections Reports inspections reports are sent via your device's email app, you will see the Email icon.
5. On the Contact form, mark the contacts to receive the emailed report as an attachment. 
   • If you need to add a contact who is not on the list, select the Add  icon. Enter the email address and then select Save.
   • If you don't select a contact, the default "email to" address set up in MobileTech Admin will receive the report.
6. Select the Nexticon to open your device's email app. 
7. In your email app, the Inspection inspection report is added as an attachment. The Subject line and body text may automatically fill if this was set up by your company. You can edit this information if needed. Additionally, if other email addresses were set up to receive the report, these will also fill in the Recipient field. Send the email.