This article will guide you through the process of Defaulting to Next Gen with three convenient options. You can choose to enable it for a single inspection, on a per-inspection basis, or for all of your inspections. Check out our step-by-step guide and video tutorial for each option below to ensure that your report is easily accessible and prepared for Next Gen. We're here to help make the transition as smooth as possible!
Before We Begin
Before we move forward, make sure you have the latest Version 10 (Next Gen) App downloaded. If you need assistance, we have a helpful guide here that will walk you through the process step-by-step.
If you have an upcoming inspection that you would like to switch to Next Gen, simply follow the instructions outlined in this article to easily convert it.
How to Enable Next Gen on a Single Inspection
We highly recommend enabling Next Gen for a single inspection as it allows you to have control over what reports are Next Gen reports. For instance, if you're interested in trying out a mock inspection on Next Gen, this is the perfect opportunity. Simply follow the steps below to turn on this option and default to Next Gen for your next inspection.
This option is only available on the internal scheduler.
Step-by-Step Guide:
From your dashboard, click "+ New Inspection."
Complete the required inspection information.
Scroll down and check the "Use Next Gen Reporting on this inspection."
Click "Save"
Video Guide:
 💡Quick tip: Click on the video above to expand it in another window. |
How to Default to Next Gen Reporting through Settings.
This feature is especially useful for those who may need to switch back to Legacy for certain inspections. It gives you the flexibility to disable Next Gen reporting for specific inspections when scheduling internally.
Step-by-Step Guide:
From your dashboard, click "Settings."
Scroll down to "Report Options."
Click "Next Gen Reporting."
Click "Default to using Next Gen on every inspection."
Video Guide:
 💡Quick tip: Click on the video above to expand it in another window. |
How to Default to Next-Gen Reporting through Team Permissions
Are you considering a permanent move to Next Gen? Would you like all of your scheduled inspections, whether set up internally or through the online scheduler, to be seamlessly transitioned to Next Gen? If so, this is the section for you! Now, we will guide you through the process of ensuring that all of your future reports are scheduled for Next Gen. Additionally, this option also allows you to enable this feature for specific team members. Let's dive in!
Step-by-Step Guide:
From your dashboard, click "Settings."
Click "Team."
Check "Default to Next Gen" next to each inspector that is needing this enabled.
Video Guide:
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