Settings like header text, deficiency categories, ratings, and display options are per-template, meaning you can have different settings in every template. One ratings option is Classic Ratings which are locked at IN/NI/NP/+deficiency and linked. Custom Ratings on the other hand are unlinked and customizable, allowing for any combination. 

To start customizing your template settings, first head to the Template Editor.  Click on the name of the template (or the “more” dropdown and Template Settings) to bring up the Template Settings menu:

All of these settings are “stamped out” during the report build process (usually at 3am the day of the inspection.)  Just like the report is a snapshot of your template sections/items/comments at that time, the settings are locked in at that time too. Changes made to template settings after that will only affect future reports!

Item Ratings

  • The name and abbreviation will appear on your report.
  • The Default Checked? option will make this rating be checked on new report builds.
  • The color is used in your buttons while editing the report on both web and mobile.

Item Ratings Grid
In Item Ratings there is an option to Display Item Rating Grid in Report


Here’s what the grid looks like on the report:

 

Comment organization

Since ratings are separate and optional from your comments, we’ve come up with a good way to organize all those comments. They appear exactly as they are used in the report!  You’ll see an area for “Informational”, “Limitations”, and “Defects” (or whatever your word-of-choice for defects.):

In the report, Informational and Limitation comments go into their respective tabs, while defects are displayed as individual cards:

 

We believe these allow for many different inspection types via heavily-customizable templates.  We’re excited to see what you come up with!

Did this answer your question?