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Completing Reports

Quick Access​

Before completing a report, take a moment to get familiar with these Quick Action icons and their corresponding functions.

Quick Access icons allow inspection reports to be completed from the Rooms View (Routine Inspection Report) or by the Items View (Entry/Exit Condition Reports) by tapping the icons.

  1. Additional actions - Tap the 3 horizontal dots
  2. Quickset item - *Tap the Tick icon to toggle between Satisfactory and Unsatisfactory.
  3. Add/edit Comments - Tap the Comments icon to add notes to the report.
  4. Add/view Photos - Tap the Camera icon to Add or Delete photos.

quick access icons grid

Figure 5.0 - Quick Actions
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Depending on the report type - Routine, Entry or Exit - these options will vary.

Form Actions​

Forms Actions allow inspection reports to be completed from the Rooms View (Routine Inspection Report) or by the Items View (Entry/Exit Condition Reports) by tapping the icons.

  1. Additional actions - Tap the 3 horizontal dots on the My Reports screen
  2. Create Exit - Tap the Arrow icon to automatically create an Exit report.
  3. Email Report - Tap the Envelope icon to begin send a report.
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A report must be finalised before it can be emailed. See Email for details.

  1. Duplicate Report - Tap the Plus Sign icon to create a copy of the report.
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See Duplicating Reports section for the complete process.

  1. Revert Changes - Tap the Downward Arrow icon to consolidate changes between Inspect Live and the Forms Platform
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See Revert Changes section for the complete process.

  1. Delete Report - Tap the Bin icon to delete a report from Inspect Live.

syncing all reports

Figure 5.1 - Quick Access
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The photos option from the Quick Access menu only allows photos to be taken. See Photos for information on how to upload photos from your photo gallery or review photos for deletion.