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
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Tap on your properties folder and select the unit for the inspection in app
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This will pull up the unit detail screen with the address at the top of the screen and list of previous inspections underneath
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iPhone - Click on the plus icon (+) at the bottom of your screen and then select Copy a Previous Inspection
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iPad - Click on the plus icon (+) in the upper right corner and then select Copy a Previous Inspection
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This will bring up the list of previous inspections for the selected unit
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Before choosing an inspection, click on the Copy Options button in the lower left corner
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Select your options (descriptions can be found at the bottom of this article)
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Next, click on the inspection you want to copy
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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
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iPhone - from your list of previous inspections tap the plus icon (+) at the bottom of the screen
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iPad - from your list of previous inspections tap the plus icon (+) at the top right
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Next, select Copy a Previous Inspection
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This will bring up the list of previous inspections to allow you to search and select the inspection you would like to copy
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Before choosing an inspection, click on the Copy Options button
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Select your options (descriptions can be found at the bottom of this article)
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Next, click on the inspection you want to copy
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Selecting an inspection will then open the inspection screen and allow you to start performing an inspection
Copying Previous Inspections while offline
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Previous inspections which have not synced onto your device won't be available to copy while offline
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You must first connect your device to the internet, through either wifi or your cellular network
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You can then tap, hold, and swipe down on your inspection list to sync the previous inspection data
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Completed inspections that have not synced onto your device will have pale green icons
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Draft inspections that have not synced will have pale orange icons and the words Tap to download underneath the date of the inspection
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Inspections which are synced will be available to copy anytime, either online or offline
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They will have a dark green icon for complete inspections and dark orange icon for draft inspections
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The word synced also appears underneath the date of the inspection
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Copying Previous Inspection Settings
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Copying a previous inspection will copy all of the edits you have previously made to the layout of your inspection
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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
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There are a number of settings though which allow you to select what else is brought into the new inspection
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These settings live in the lower left of the Copy Previous Inspection window
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Look for the Copy Options button
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Copy Item Ratings - allows you to copy all the item ratings, ie the ‘Good, Fair, Clean etc.’ from your previous inspection.
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Copy Item Notes - allows you to copy all of the notes you wrote against any of the items from your previous inspection.
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Copy Item Photos - allows you to copy all of the previous photos from the previous inspection.
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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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