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1. Access the inspections from the Home navigation by selecting Inspections Image Removed or from the Appointment Completion form by selecting the Inspections  Image Removed tabtab.

   NoteIn order for
   • 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 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 record. You can access in-progress or completed inspections by selecting the View drop-down at the top and then selecting In progress or completed. This displays all your inspections for the current and previous week. To view the list of inspection templates:
   • From the Home > Inspections navigation, select the View drop-down and then select Templates.
   • From an Entity form, select the NewImage Removed 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 Image Removed icon 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 before 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, and Cancel.
9. Select the BackImage Removed Back icon 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 the appointment the inspection report is associated with is completed, the report is accessible in Signature.

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A completed inspection report is attached to the entity for which the inspection was created. On the device, you can view the reports that you've created in the current or previous week. If you have an internet connection, you can enter a date range and then select the Refresh button icon to view all related inspection reports that have been created by any user, not just for the current user.

The inspection report can be found by selecting the Reports Image Removedicon that is found at the bottom of tab on the following forms:

• Additional Work
• Customer
• Location
• Equipment

• Service Call

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

  (including inspections for appointments on the service call)

Emailing Inspection Reports

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• The device's email client opens with the email information populated, but this can be edited.
• Multiple reports can be attached per email as long as their inspection regarding entity corresponds to the same location.
• The technician's email is displayed as the Source (sender).

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Server Sent Emails

With server sent emails, the email can be automatically created via the plugin or you can manually create the email.

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1. Select Inspections and then select the view drop-down to show Email Reports.
2. Select the completed inspection record. 
3. Select Email. 
   • If you receive the message "No Report File exists for this Inspection. Please run and save Mobile Report". In the Inspection form select the Run Report Image Removed icon. In icon. Select the menu 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.
   • 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 an internet/server connection to fetch the entity.
   • If more than one inspection report exists, select the appropriate report as you can only send one report at a time. 
4. If your company has the email recipients set up in MobileTech Admin, you can skip this step or on the Contact list, 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 Image Removed iconicon. 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 NextImage Removed Next icon. 
6. The report is sent when the device is synced.

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1. Select Inspections and then select the view drop-down to show Email Reports.
2. Select the completed inspection record. 
3. Select Email.
   
   • If you receive the message "No Report File exists for this Inspection. Please run and save Mobile Report". In the Inspection form select the Run Report Image Removed icon. In icon. Select the menu 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.
   • 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 an internet/server connection to fetch the entity.
4. A list of inspection reports available that are related to the same location is displayed. Select one 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).
5. Select the Email Image Removed icon and a list of location contacts displays.
6. On the Contact list, 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 Image Removed iconicon. Enter the email address and then select Save.
   • If you don't select a contact, you can still enter an Email To address when the new email editor opens via your device's client.
7. Select the NextImage Removed Next icon to open your device's email app. 
8. In your email app, the inspection report(s) are added as an attachment.
9. Manually send the email from your device's email app.