User Guide

How to use The Inspection Manager app

Starting a report

Tap on the template, type in the report reference (site name – dept name) then SAVE!

How to answer questions

Tap on the question, choose a status, type in a comment, then SAVE!

Note: to save ‘Comments’ or ‘Actions’ for future use, type in, tap on the +

saved ‘Comments’ will be listed in the menu next to the +

How to add a new question

Tap on ‘Add Question’ type in and SAVE!

How to delete question/s

Open the question, top centre and ‘Delete’.

Or double tap on the three dots; at the side of the question to ‘Rename –
Duplicate or Delete’.

Navigation tab

Tap on the < Blue Arrows > to move to the next question set, or tap on the ‘Section Name (centre) to show all the template section/s

Using voice recognition

For Android / Windows 10 devices: Open the question, tap on the microphone, and speak clearly, then SAVE
For iOS tap on the microphone within the device keypad

How to use the camera

To attach a photo/s tap on the camera (top left) and take, tap X then SAVE.

Note: photos should be taken in Landscape.

Note: multiple photos can be attached to a question.

To import images from the device, tap on ‘Gallery’ & choose the image.

Note: tap on a photo to enlarge. You can edit the photo caption. Tap on Share to email directly from the app to a colleague or department. 

How to add a Corrective Action

Open the question, tap on ‘Actions’ top right. Type in and tap on the + to save for future use.

Tap SAVE (bottom right) then SAVE top right.

‘Corrective Actions’ can be emailed instantly to a designated email address

How to submit a report

Tap on ‘Export’. To digitally sign tap on ‘Add Signature’ type & ‘Sign’ then ‘Done’ then press ‘Complete’ and ‘Confirm’ the message.

What’s in the bottom left menu

Here you can confirm the ‘Report Reference’ or ‘Review the Report’ before uploading

What’s in the top left menu: Search reports

Tap on ‘Search Reports’ to retrieve previously reports; ‘Local’ means the device.

Tap on ‘Online’ and search for reports via the 

database to re-download and ‘Convert’ to new inspections.

What’s in the menu: Dictionary & restore

To build custom answer lists, tap on ‘Dictionary’ ‘Select Category’ ‘Comments’ ‘Subcategory’ here you can type in new ‘Comments’ or ‘Actions’.

Tap on the + type in and SAVE!

Note: you can transfer custom lists from one device to other devices. 

Tap on ‘Backup & Restore’ then ‘Backup Now.

To download the lists onto other devices. Tap on ‘Restore’ ‘Get Restore List’

Note: to use this feature. The Username / Password must be correct.

What’s in the top left menu: Login details

If you have a problem uploading a report. Open the top left ‘Menu’.

 ‘Login Details’ then ‘Test Connection’.

results to show 3 x OK then SAVE!

What’s in the menu: Preferences

Tap on ‘Preferences’ to choose other features then SAVE top right

How to convert a report to a new inspection

Tap on ‘Search Reports’ ‘Showall’ (or search Online) 

tap on the report and ‘Convert data into new report’.

Note: you should untick ‘Copy Photos’ as they will be saved in 

the previous report, and take new photos, ‘Continue’ and SAVE!

How do I edit a PDF emailed back to the device?

To amend the report via the device. Open the App, ‘Search/ Showall’ tap on the report and ‘Open’. Then open the question, re-answer, and upload /Export / Complete 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.

Any questions; call 0844 725 2000 or email info@theinspectionmanager.co.uk