Assigning the correct inspector to each report is essential for maintaining organized records and ensuring accurate communication with clients. Spectora makes it easy to associate reports with specific inspectors, whether you're managing a small team or a larger inspection company. Follow these steps to ensure your reports are correctly attributed to the right inspector.
If you are doing multiple services per inspection (such as a Residential Report, a Structural Report, a Termite inspection, and a Mold inspection) you probably have several inspectors involved in the job. Perhaps you don't want or need every inspector to appear in every report, or maybe regulations require that only a certain inspector shows up on certain reports. Here's how to control which inspectors are on each report!
Why Associating Reports with Specific Inspectors is Important
Why Associating Reports with Specific Inspectors is Important
Associating reports with the correct inspector helps:
Maintain Accurate Records: Keeps your records accurate and organized.
Ensure Accountability: Allows you to track who conducted each inspection, which is important for accountability and follow-up.
Improve Communication: Ensures that clients and agents receive accurate information about who conducted the inspection.
How to Enable the 'Assign Inspectors' Feature
How to Enable the 'Assign Inspectors' Feature
In this section, we'll show you how to quickly and easily enable the option to assign inspectors to reports.
Click "Settings"
Click "Report Tools" under Report Options
Click "Assign Inspectors to Reports" to enable
How to Assign Inspectors to Specific Reports
How to Assign Inspectors to Specific Reports
In this section, we'll walk you through how to assign inspectors to specific inspection reports.
Click on the inspection to open the Inspection Details page
In the Reports box, click the 3 dots to the right of the report you want to assign
Click "Assign Inspectors" in the dropdown menu
Select which inspector will be the primary by checking the "Set as Primary" box to the right of their name
Check or uncheck the "Show in Report" option to the right of the inspector's name
Unchecking the box will remove them from the report
Click "Save"
Repeat the same steps for all reports on the inspection
Once finished, you'll see the assigned inspector name listed below the report
❇️ Key Points to Know:
By default, any inspector that saves changes in the report via our mobile app will be assigned to a report
The "Primary Inspector" is who is listed first on the inspection/report and is sometimes the only inspector listed on special forms (like the NPMA-33, Florida's WDO & Wind Mit forms, and Texas's WDI and REI 7-5 form).
Trainee inspectors will not show up on the report by default, but clicking the "..." button in the People box for the inspector will show a "make visible" option which will allow them to show in the report!
Tips for Managing Inspectors
Tips for Managing Inspectors
Regular Updates: Regularly update your team member list in Spectora to ensure all active inspectors are available for selection.
Training: Make sure all team members know how to assign and reassign inspectors to reports.
Quality Control: Periodically review your inspection assignments to ensure accuracy and consistency.
Frequently Asked Questions
Frequently Asked Questions
When we have 2 inspectors on an inspection, one inspector is always the primary and we want his signature to show up on all of the reports. Why is the other inspector's signature showing up?
The other inspector may be listed as the 'primary' for that particular report. Follow the steps above to list the first inspector as the primary for that report.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
