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  1. In MobileTech Administration, select Setup Options, and then select Options > Inspection Options. The Inspection Email Options page is displayed.
  2. Set up the following information to automatically send inspection reports to the specified email address(es).
    • Inspection Source
      All active/published inspection templates are available in the drop-down except for the Job Safety Analysis.
    • Email Technician
      This checkbox defaults to marked so that the technician also receives the inspection report. This field is required if the Email To Addresses is blank. Both fields can be populated.
    • Email To Addresses
      Enter the email address(es) that will automatically receive the inspection report.  You can enter multiple email addresses as long as they are separated by a comma. This field is required if the Email Technician checkbox is not marked. Both fields can be populated.
    • Email From Address
      This is the email address that the report shows as being sent from, regardless of the technician that created the report.
    • Email Subject
      The subject of the email message. 
    • Email Body
      The body text of the email message.
  3. Select Save.
  4. In MobileTech Client, after a technician saves a new appointment inspection report, an email with this report attached is automatically sent when the appointment is completed, provided the Inspection Email Options exist for the corresponding inspection template.

Option 2: Automatic Email to Selected Location Contacts Via Server (Requires Option 1)

Technicians can select location contacts to send Inspection reports to when completing the appointment. The Inspection Report Emails form is accessed just like the Summary report emails form, during the appointment completion process after selecting the checkmark. The inspection report is sent to the selected location contacts, the technician, and to the distribution list as set up in Option 1 above.

On the Inspection Report Emails form in MobileTech, all inspection reports created for the appointment are listed. The technician can expand the inspection report to view a list of the location contacts and then select the contacts to send the inspection report to. Only one report attachment is sent per email. For example, if the technician created two inspection reports and selects the same location contact for each report, the contact will receive separate emails for each inspection report.

This option defaults to enabled. To disable the technician's ability to select location contacts for the inspection report, but still automatically send the report as set up in the Inspection Email Options window, you can set the Offline HTML variable 'sendInspectionEmailOnCompletion' to false in the entity > locationcontact > reportcontact-list.js file.

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Manual Email to Location Contacts

Note

Notes:

  • In order to send an inspection report to a location contact, the inspection has to be regarding an entity that has a location (appointment, equipment, location, or service call).
  • If the inspection regarding entity is no longer on the device (for example, an appointment is completed), the user will receive the following message: "Regarding Entity is no longer on the device. Do you want to fetch it from the server?" By selecting Yes, the entity is retrieved from the server (internet connection needed) and the report can be emailed.
  • If the user ran the inspection report but didn't save it, they will receive a message that states: "No Report File exists for this Inspection. Please run and save Mobile Report."

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Manual Email to Location Contacts Via Server

This option is a manual email that is created by the technician and sent to the location contact(s) they select. The email is sent via the server after the appointment is completed. 

  1. In MobileTech Administration, select Setup Options, and then select Options > Inspection Options. The Inspection Email Options window is displayed.
  2. The following fields are automatically set up upon installation.
    • Inspection Source
      Select SERVER EMAIL DELIVERY, which lets the technician select which location contact(s) to receive the report as an email attachment. 
    • Email Technician
      Mark this option so that the technician also receives the inspection report. This field is required if the Email To Addresses is blank. Both fields can be populated.
    • Email To Addresses
      Leave this field blank as the report will be sent to the location contact(s) the technician selects. However, you may enter email addresses to automatically receive the inspection report without the technician needing to select the location contact(s). Multiple email addresses must be separated by a comma. This field is required if the Email Technician checkbox is not marked. Both fields can be populated.
    • Email From Address
      This is the email address that the report shows as being sent from, regardless of the technician that created the report.
    • Email Subject
    • The subject of the email message.
    • Email Body
      The body text of the email message.
  3. Select Save if you have made any changes.
  4. In MobileTech Client, a technician manually selects an Inspection from the ‘Completed’ view and then clicks on the “Email” button to open the Location Contact list. After selecting the desired location contact(s) and clicking ‘>’ Next, the email is sent when the device is synced.

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Manual Email to Location Contact(s) Via Device

This option is a manual email that is created by the technician and sent to the location contact(s) they select. The email is sent via the email client on the technician's device. The Inspection must be related to an entity (appointment, equipment, location, or service call) that has a corresponding location. Server email delivery is the default method with the installation for sending inspection reports. To send the inspection report from the device's email client, you will need to remove the SERVER EMAIL DELIVERY row from the Inspection Email Options window. 

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