Want to remove defects or ratings from your General section? You can change the item to Info Only! Info-Only Items are usually used for generic info- ex. occupancy, weather, attendance, etc.
What's Different About Info-Only Items?
Info Only Items:
Do not show in the Overview tab or grid
Will show in the Information tab
Non-Info-Only Items will show in the Information tab as well
Non-Info-Only Items will have gray titles
 💡 Quick tip: Click on the video above to expand it in another window. |
How to Create an Info-Only Item in Your Template
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click into a section
Click into an item
Click the ✏️ icon next to the item name
Check the box for "Info Item"
Click "Save"
 💡 Quick tip: Click on the video above to expand it in another window. |
How to Change an Item to Info-Only on Your Report
Click on the inspection from your dashboard
Click "Edit" below the report name
Click the section name on the left
Select the item
Click the ✏️ icon next to the item name
Check the box "Info Item" to make it info-only.
This will also remove ratings, defects, and grid overview from the item on the final report.
Click "Save"
📗 Pro-tip: If your defects are not showing for an item, you may need to uncheck the Info Item box to make it a regular item instead of info-only.
 💡 Quick tip: Click on the video above to expand it in another window. |
Adding a Defect to an Info-Only Item
Since Info-Only Items don't require defects, you'll want to make sure you're turning this setting off. This will ensure your defect shows on the final report. This section will show you how to disable the Info-Only Item setting and display your defect.
Click on the inspection from your dashboard
Click "Edit" below the report name
Click into the section on the left
Click into the item
Click the ✏️ icon next to the item name
Uncheck the box "Info Item"
Click "Save"
Click the Defect Rating
Now you can mark a defect or create a new defect
 💡 Quick tip: Click on the video above to expand it in another window. |
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