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Completing an Inspection

To complete an inspection:

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 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 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. 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 List Views

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

• If you open Inspections from the Home navigation, you have the option at the top of the form to view the default views are:

  • In progress or completed: Displays all in progress and completed inspections.

   

  • Templates: Displays available templates.

  • Completed: Displays all completed inspections that have a regarding entity with a corresponding location.

• If you open Inspections from the Appointment Completion an entity form, you have the additional selections from the drop-down at the top of the form.the default views are: 

  • Answered Inspections: Displays all inspections that have been answered but not completed.

  • Associated Inspections: Displays inspections that have been created and associated with the appointment.
  • In progress or completed: Displays all in progress and completed inspections.

Viewing Completed Inspection Reports

A completed 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. 

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The process of emailing a completed inspection report depends on your company's setting. settings in the Inspection Report Options in MobileTech Admin.

Server Sent Emails

With server sent emails, the inspection report is sent when you sync the device to the server. The email can be automatically created via the plugin or you can manually create the email.

Automatically Created Email

When a new inspection report is created, the email is automatically generated during the next sync. For information on completing the inspection, see Completing an Inspection above.

Manually Created Email

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). If you select Yes, you will need internet/server connection to fetch the entity.
4. If your company has the email recipients set up in MobileTech Admin, you can skip this step or 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.
5. Select the Nexticon. 
6. Sync your device.

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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. A list of inspection reports available that are related to the same location is displayed. Select the Email Image Removed icon. 
   
5. If inspection reports are sent via the server when the device is synced, you will see the Next icon.
If inspections reports are sent via your device's email app, you will see the Email iconone or more reports to include with the email. (Only reports related to the same location can be included in the same email.) If the Setup Option "UseServerMode = True", then a Server Mode switch displays at the top of the page. You can access reports you created that are currently on the server (an internet connection is required).
6. Select the Email Image Added icon and a list of location contacts displays.
7. On the Contact formlist, 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 reportyou can still enter an Email To address when the new email editor opens via your device's client.
8. Select the Nexticon to open your device's email app. 
9. In your email app, the inspection report is (s) are 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
10. Manually send the email from your device's email app.