How to use
Starting a report
Tap on ‘Create Report’ and choose the template. Type in the reference (site name) then SAVE
How to answer questions
Open the question and choose a status, then type in a comment: To add a ‘action log – Note’ tap on and type in. To save ‘actions’ for future use, tap on the + and ADD. Saved actions will be listed in the menu next to the +
How to add an item/question
To add a new question, tap on Add item and type in, then SAVE
To delete a question, tap on and Delete.
How to navigate from section to section
The green arrow above the question sets, takes you to the next set of questions. Or you can use the ‘navigation panel’ above the questions (centre)
Using Voice Recognition
Android devices: Open the question, tap on the microphone and speak clearly. If the answer is in-correct, tap on menu (next to the microphone) to show optional answers
(iOS-iPhone/iPad you will find the microphone within the device keypad)
How to use the Camera
To attach a photo/s tap on the camera, take, then USE: Multiple photos can be attached to a question. To review, tap on Photos. Within this feature photos can be re-named. To import images from the device, tap on Get Photo – User Gallery & choose. (Note: photos should be taken in Landscape)
How to submit a report
Tap on ‘export. To sign for the report, tap on ‘signatures’ and sign, then ‘save’, then press ‘complete’ and ‘confirm’ the message.
What’s in the Menu
This allows you to change the current order of the question sections within the template. Tap on the section to move UP or DOWN to where you wish them to be placed
How to convert a report
Tap on Search then ‘online’ and choose a search option. Then convert to ‘new Inspection’. Note. You can copy the ‘photos’ and ‘actions logs’ over if you choose. However, the photos are saved in the earlier report, so shouldn’t be copied over.
How do I edit a PDF
To amend the report via the device. Open the App, then ‘search/ showall’ tap on the report, and ‘open’. Then open the question, re-answer and upload again.
(The PDF can also be edited via the web-portal – Login, then ‘download’ and review the report. To make any changes, tap on ‘edit’ and go to the section/s open the question – edit, then ‘save’. To ‘download the report tap on ‘download’ and save the file to a folder.
To review the report before ‘exporting’. In the ‘menu’ choose ‘review’ tap on ‘select category’ to ‘review’ each of the question sets.
How do I retrieve the report.
A PDF will be emailed back to your device email, or you can login to the web portal to make any changes & download.
Whats in the App ‘settings’
Add your username/password: Test Connection to confirm, Login and Connection both OK.
To save custom texts lists to the database. Tap on Backup Now. To download custom lists onto a new device, tap on Restore and Get Restore List.
Tap on to add-change GPS choices. And Support issues.