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Inspection

Work through an inspection in the phone app: set each item's condition, add findings with photos and video, and publish the report.

To do an inspection on the phone:

On the Dashboard, tap the inspection.
Tap Start Inspection. Once it is in progress, tap Continue Inspection.
Open a section, then an area, then an item.
Under Condition, choose Good, Needs Attention, Deficient or Unable to inspect.
Under Details, complete the fields once you have set a condition.
Under Findings, tap Add findings manually. Enter the Description, choose a Finding Type and a Location, and tap Add Finding.
To copy findings from the library instead, tap Choose findings from library, select them, and tap Copy Selected.
To add a photo or video to a finding, tap Add Media on the finding, then Take Photo or Record Video.
To change a finding, tap its Finding options menu, then Edit, and tap Save. To remove a finding, tap Finding options, then Delete. Delete removes it at once, with no confirmation.
When the item is done, tap Mark Complete.
On the inspection’s screen, tap Publish. In Publish Report, check the Report Title and tap Publish. Until every item is complete, the button says Publish Progress.
After publishing, tap View & Share Report.

To add photos or videos to an item, open the Photos & videos sheet from the item’s bottom bar and choose Take Photo, Record Video or Choose from device. A photo taken for an item opens Annotate Photo. Mark it up if needed, then tap Done.

Native InspectDay app on the Foundation item: condition Needs Attention, a Concern finding about a hairline crack with three photos, and two recommended actions

Connection: You cannot create an inspection without a connection. You can keep working without one. Your changes stay on the phone until they are sent, and they are sent while the app is open.
Publishing: You cannot publish while changes are waiting. The inspection screen shows how many.
Video: You cannot add a video over 100 MB, whether you record it or choose it.
Choose from device: You can pick up to ten photos or videos at a time.
Library findings: You can choose findings from the library only for items from a template. For other items, add findings manually.
PDF: You cannot download a PDF on the phone. Share the report by link or by email instead.

Next: Publish.

Publish