Starting a New Inspection by Copying a Previous One on iOS.

This Help Article covers:

• Copying a Previous Inspection from the unit or property detail screen on iOS

• Copying a Previous Inspection from your list of inspections on iOS

• Copying Previous Inspections while offline on iOS

• Copying Previous Inspection Settings on iOS

Please note: 

• Unit and Property are used interchangeably in this Help Article. Please refer to our FAQ: What's the difference between a unit and property?

• this feature may have been disabled by your organisation.

Copying a previous inspection from the unit or property detail screen on iOS

On iPhone, in your unit detail screen with the address at the top of the screen and list of previous inspections underneath you can copy a previous inspection by tapping the plus icon (+) at the bottom of your screen and then tapping Copy a Previous Inspection.

On iPad, in your unit detail screen, tap the plus icon (+) at the top right, then tap Copy a Previous Inspection.

Tapping Copy a Previous Inspection will bring up the list of previous inspections for that unit to allow you to select the one you want to copy. Please refer to the point below about Copying Previous Inspections while offline on iOS.

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 on iOS

On your iPhone from your list of previous inspections tap the plus icon (+) at the bottom of the screen then Copy a Previous Inspection.

On your iPad from your list of previous inspections tap the plus icon (+) at the top right then Copy a Previous Inspection.

Tapping Copy a Previous Inspection will bring up the list of previous inspections to allow you to search and select the inspection you would like to copy.

Please refer to the point below about Copying Previous Inspections while offline on iOS.

Copying Previous Inspections while offline on iOS

Previous inspections which have not synced down onto your device won't be available to copy while offline. They will require your device to be connected to the internet, through either wifi or your cellular network, in order to sync down and copy the previous inspection data. 

Completed inspections which have not synced down onto your device will have pale green icons. Draft inspections will have pale orange icons and the words Tap to download underneath the date of the inspection.

Inspections which are synced down 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 on iOS

Copying a previous inspection will copy all of the edits you have previously made to the layout of your inspection. If you've added additional items, or removed them, or added additional sections, or removed them, or if you've re-ordered the layout of the sections, 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.

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.