Templates

Libraries

Decide which findings and recommended actions to keep in the libraries that inspectors choose from.

A finding has a category, a finding type (Positive, Concern, Defect, Major Defect or Material Defect) and a description. A recommended action has a category, an action type (Maintain, Replace, Clean, Consult Specialist or Other), a high-priority mark and a description.

The steps are in Help: Findings Library and Recommended Actions.

Limits

Adding: Entries are added one at a time. There is no bulk import, CSV upload or bulk edit.

Add Finding dialog with Roofing as the category, Concern as the finding type and a gutter description filled in

Next: Conditions and findings.

Next: Conditions and findings