When inspectors finish an inspection report, they have the option to submit it for review and publishing. This step is crucial for maintaining quality control and ensuring that all reports meet your company's standards before they are shared with clients. By submitting the report, the inspector signals that the inspection is complete and ready for a final review.
This process allows managers or senior inspectors to catch any potential errors, provide feedback, and ensure that the report is fully accurate and professional before publishing.
In this article, we'll walk you through how inspectors submit reports for review and how you can efficiently review and publish them to keep your workflow smooth and your clients satisfied.
How Reports are Submitted for Review
For inspectors without publishing permissions, they will need to submit their reports to the company admins for final review and publishing. Follow the steps below to see how to submit a report for review.
Click on the inspection to open the Inspection Details page
Click "View" below the report name to open the Preview/Publish page
Click "Submit Report" in the left column
Click "Submit Report"
How to Review and Publish Submitted Reports
Once an inspector submits a report, it gets marked with an orange-checkered flag, which helps you easily identify which inspections are waiting in your "In Progress" queue. This visual cue ensures that you know exactly which reports are ready for your review and subsequent publishing.
To publish a submitted report, follow the steps below.
Navigate to the "In-Progress" widget on your dashboard
Locate the inspection that has an orange checkered flag icon
Click on the inspection to open the Inspection Details page
To review the report, click "Edit" to see the web editor page or click "View" to see the Preview/Publish page
Once the report has been reviewed, click "Publish All" to publish
Click "Send All"
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