This article covers how to create a new inspection by copying a previous inspection.

Please note: This can only be done in app on an iOS device.

 

Copying an inspection from the unit or property detail screen

  • Tap on your properties folder and select the unit for the inspection in app

  • This will pull up the unit detail screen with the address at the top of the screen and list of previous inspections underneath

  • iPhone - Click on the plus icon (+) at the bottom of your screen and then select Copy a Previous Inspection

  • iPad - Click on the plus icon (+) in the upper right corner and then select Copy a Previous Inspection

  • This will bring up the list of previous inspections for the selected unit

  • Before choosing an inspection, click on the Copy Options button in the lower left corner

  • Select your options (descriptions can be found at the bottom of this article)

  • Next, click on the inspection you want to copy

  • Selecting an inspection will then open the inspection screen and allow you to start performing an inspection

Copying a Previous Inspection from your list of inspections

  • iPhone - from your list of previous inspections tap the plus icon (+) at the bottom of the screen

  • iPad - from your list of previous inspections tap the plus icon (+) at the top right

  • Next, select Copy a Previous Inspection

  • This will bring up the list of previous inspections to allow you to search and select the inspection you would like to copy

  • Before choosing an inspection, click on the Copy Options button 

  • Select your options (descriptions can be found at the bottom of this article)

  • Next, click on the inspection you want to copy

  • Selecting an inspection will then open the inspection screen and allow you to start performing an inspection

Copying Previous Inspections while offline

  • Previous inspections which have not synced onto your device won't be available to copy while offline

  • You must first connect your device to the internet, through either wifi or your cellular network

  • You can then tap, hold, and swipe down on your inspection list to sync the previous inspection data

  • Completed inspections that have not synced onto your device will have pale green icons

  • Draft inspections that have not synced will have pale orange icons and the words Tap to download underneath the date of the inspection

  • Inspections which are synced will be available to copy anytime, either online or offline

    • They will have a dark green icon for complete inspections and dark orange icon for draft inspections

    • The word synced also appears underneath the date of the inspection

 

Copying Previous Inspection Settings

  • Copying a previous inspection will copy all of the edits you have previously made to the layout of your inspection

    • Such as removed or added items, added or removed sections, or if the section layout was re-ordered - all of these changes will automatically be picked up in the new inspection

  • There are a number of settings though which allow you to select what else is brought into the new inspection

  • These settings live in the lower left of the Copy Previous Inspection window

  • Look for the Copy Options button

    • Copy Item Ratings - allows you to copy all the item ratings, ie the ‘Good, Fair, Clean etc.’ from your previous inspection.

    • Copy Item Notes - allows you to copy all of the notes you wrote against any of the items from your previous inspection.

    • Copy Item Photos - allows you to copy all of the previous photos from the previous inspection.

    • Please note: All of these settings copy all or none, eg. unfortunately, you can't select only some of the photos to copy into the new inspection

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