Adding Optional Sections/ Items to a Report

How to add an optional section or item to your report.

Stephanie Woodward avatar
Written by Stephanie Woodward
Updated over a week ago

Can't find your section or item on your report? They may be an optional section or item! Optional sections and optional items do not appear on your report by default but rather can be included on a case-by-case basis during an inspection. Follow these instructions to add those sections or items into your report through the web editor or the app.


How to add your optional section or item through the Web Editor:

How to Add An Optional Section through the Web Editor

πŸ’‘Quick tip: Click on the video above to expand it in another window.

  1. Click "Edit" on the Report

  2. Click "+Section"

  3. Click "Add an Optional Section"

  4. Select your Optional Section

  5. Click "Add Optional Sections"
    ​

How to Add An Optional Item through the Web Editor

πŸ’‘Quick tip: Click on the video above to expand it in another window.

  1. Click "Edit" on the Report

  2. Select the Section

  3. Click "+ Item"

  4. Click "Add an Optional Item"

  5. Select your Optional Item

  6. Click "Add Optional Items"


How to add your optional section or item through the App:

How to Add An Optional Section through the App

πŸ’‘Quick tip: Click on the video above to expand it in another window.

  1. Click "Start" under the Report

  2. Click the "+" in the top right

  3. Click the "+" on the Optional Section you want to pull in

How to Add An Optional Item through the App

πŸ’‘Quick tip: Click on the video above to expand it in another window.

  1. Click "Start" under the Report

  2. Click into the Section

  3. Click the "+" in the top right

  4. Click the "+" on the Optional Item you want to pull in


FAQ:

  • Can I permanently change an optional section/ item to always be on?

    Yes! Check out this article on how to change those to always be included in your report.


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